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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
PMSA
1151
Patrick M. Sweeney & Associates
Illinois
$1.15M +$14.7K +42 +1%
FNBT
1152
FineMark National Bank & Trust
Florida
$1.15M -$9.13K -26 -0.7%
WPA
1153
West Paces Advisors
Georgia
$1.15M -$40.4K -115 -3%
CIA
1154
Citadel Investment Advisory
Ohio
$1.15M
OFS
1155
Orrstown Financial Services
Pennsylvania
$1.14M +$105K +298 +9%
FMC
1156
First Merchants Corp
Indiana
$1.14M
GM
1157
GeoWealth Management
Illinois
$1.14M -$22.1K -63 -2%
SRL
1158
Scientech Research LLC
New Jersey
$1.14M +$807K +2,299 +202%
VF
1159
Vest Financial
Virginia
$1.14M +$1.21M +3,435 New
MPIA
1160
Mountain Pacific Investment Advisers
Idaho
$1.14M
PIM
1161
Penobscot Investment Management
Massachusetts
$1.14M +$45.3K +129 +4%
SIA
1162
Schechter Investment Advisors
Michigan
$1.14M +$26.3K +75 +2%
FTC
1163
Farmers Trust Company
Ohio
$1.12M -$36.9K -105 -3%
GWA
1164
Geometric Wealth Advisors
District of Columbia
$1.12M
AWP
1165
Abacus Wealth Partners
California
$1.12M -$31.2K -89 -3%
KIM
1166
Kane Investment Management
California
$1.12M +$1.18M +3,370 New
MA
1167
MCF Advisors
Kentucky
$1.12M +$7.02K +20 +0.6%
HSA
1168
HBK Sorce Advisory
Pennsylvania
$1.11M +$74.8K +213 +7%
HBT
1169
Heartland Bank & Trust
Illinois
$1.11M -$27.4K -78 -2%
OQS
1170
Occudo Quantitative Strategies
Florida
$1.11M -$3.03M -8,619 -72%
HPC
1171
HM Payson & Co
Maine
$1.11M +$136K +387 +13%
BJL
1172
Brighton Jones LLC
Washington
$1.11M +$15.8K +45 +1%
Luther King Capital Management (LKCM)
1173
Luther King Capital Management (LKCM)
Texas
$1.11M -$179K -510 -13%
QT
1174
Quantbot Technologies
New York
$1.11M -$5.73M -16,319 -83%
RAM
1175
Redmond Asset Management
Virginia
$1.11M +$1.17M +3,334 New

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.