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2,280 hedge funds and large institutions have $108B invested in Eaton in 2024 Q4 according to their latest regulatory filings, with 301 funds opening new positions, 863 increasing their positions, 767 reducing their positions, and 109 closing their positions.

New
Increased
Maintained
Reduced
Closed

176% more first-time investments, than exits

New positions opened: 301 | Existing positions closed: 109

13% more repeat investments, than reductions

Existing positions increased: 863 | Existing positions reduced: 767

7% more funds holding

Funds holding: 2,1242,280 (+156)

0.8% more ownership

Funds ownership: 81.34%82.14% (+0.8%)

1% more capital invested

Capital invested by funds: $107B → $108B (+$762M)

10% less funds holding in top 10

Funds holding in top 10: 7164 (-7)

18% less call options, than puts

Call options by funds: $1.13B | Put options by funds: $1.37B

Holders
2,280
Holders Change
+156
Holders Change %
+7.34%
% of All Funds
30.03%
Holding in Top 10
64
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-9.86%
% of All Funds
0.84%
New
301
Increased
863
Reduced
767
Closed
109
Calls
$1.13B
Puts
$1.37B
Net Calls
-$240M
Net Calls Change
-$601M
Name Holding Trade Value Shares
Change
Change in
Stake
CFA
976
Capstone Financial Advisors
Illinois
$1.79M
MFIM
977
Mesirow Financial Investment Management
Illinois
$1.79M -$518K -1,475 -21%
ST
978
Smithfield Trust
Pennsylvania
$1.79M
HFM
979
Harvest Fund Management
China
$1.79M +$126K +360 +7%
AG
980
Ascent Group
Virginia
$1.78M +$106K +302 +6%
SIAG
981
Signet Investment Advisory Group
Rhode Island
$1.77M -$41.1K -117 -2%
WAM
982
Weiss Asset Management
Massachusetts
$1.77M +$1.87M +5,321 New
NL
983
NWAM LLC
Washington
$1.76M +$11.9K +34 +0.6%
QWM
984
Quadcap Wealth Management
Texas
$1.76M +$41.4K +118 +2%
ADL
985
Asset Dedication LLC
California
$1.76M -$316K -900 -14%
CH
986
Canton Hathaway
Rhode Island
$1.76M
TSWM
987
Tyler-Stone Wealth Management
Ohio
$1.74M +$3.51K +10 +0.2%
TAM
988
Tealwood Asset Management
Minnesota
$1.74M -$1.05K -3 -0.1%
MFS
989
Mattson Financial Services
Michigan
$1.73M +$1.83M +5,223 New
CS
990
Capital Square
Tennessee
$1.73M +$1.64M +4,686 New
FBT
991
First Bankers Trust
Kentucky
$1.72M +$114K +326 +7%
TYCC
992
Texas Yale Capital Corp
Florida
$1.72M
TFA
993
Teamwork Financial Advisors
Texas
$1.72M +$1.82M +5,184 New
MFS
994
Miller Financial Services
Michigan
$1.72M +$1.81M +5,170 New
KA
995
Kintegral Advisory
New York
$1.72M -$84.2K -240 -4%
MC
996
Matisse Capital
Oregon
$1.71M
NLGIA
997
Nippon Life Global Investors Americas
New York
$1.7M -$119K -340 -6%
SIG
998
Stonegate Investment Group
Alabama
$1.69M -$1.4K -4 -0.1%
PPG
999
Peak Planning Group
Colorado
$1.69M +$11.6K +33 +0.7%
WFAG
1000
Worth Financial Advisory Group
North Carolina
$1.69M +$903K +2,574 +102%

ETN Hedge Fund Activity: Q4 2024 in Review

2,280 of the 7,593 institutional investors tracked by Wall St. Rank reported a position in Eaton (ETN) for Q4 2024, worth a combined $108B — up 0.71% from $107B a quarter earlier.

Buyers outnumbered sellers: 301 funds opened new ETN positions and 109 closed out — a net gain of 192 holders — while 863 added to existing stakes and 767 trimmed.

The largest buyer was Capital International Investors, opening a new position worth an estimated $554M. The largest seller was Massachusetts Financial Services, cutting an estimated $443M.

  • 2,280 institutional investors held Eaton (ETN) as of Q4 2024, up from 2,124 in Q3 2024.
  • Funds reported $108B of Eaton stock for Q4 2024, up 0.71% quarter-over-quarter.
  • 301 funds opened new Eaton positions in Q4 2024 and 109 closed out, a net change of +192 holders.
  • The largest Eaton buyer in Q4 2024 was Capital International Investors, an estimated $554M added.
  • The largest Eaton seller in Q4 2024 was Massachusetts Financial Services, an estimated $443M sold.

Based on aggregated 13F filings for Q4 2024.