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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
VEA
1176
Virtus ETF Advisers
New York
$1.11M +$1.17M +3,334 New
UF
1177
Univest Financial
Pennsylvania
$1.1M +$1.17M +3,329 New
SI
1178
Scharf Investments
California
$1.1M +$79K +225 +7%
OC
1179
Oakworth Capital
Alabama
$1.1M +$94.1K +268 +9%
DCM
1180
Dimension Capital Management
Florida
$1.1M +$4.21K +12 +0.4%
CA
1181
Capital Advantage
California
$1.1M +$1.16M +3,303 New
ACM
1182
Aljian Capital Management
Nevada
$1.1M +$50.9K +145 +5%
SA
1183
SRN Advisors
Pennsylvania
$1.1M -$62.5K -178 -5%
BOTPPF
1184
Board of the Pension Protection Fund
United Kingdom
$1.1M +$1.16M +3,300 New
RCAG
1185
Rehmann Capital Advisory Group
Michigan
$1.08M +$1.05K +3 +0.1%
BFA
1186
Brown Financial Advisors
Ohio
$1.08M +$82.5K +235 +8%
MIC
1187
Means Investment Company
Maine
$1.08M +$702 +2 +0.1%
FBB
1188
Fulton Breakefield Broenniman
Maryland
$1.08M -$15.1K -43 -1%
EH
1189
Equitable Holdings
New York
$1.07M +$19.3K +55 +2%
CA
1190
Carson Advisory
Georgia
$1.07M
NFG
1191
Nations Financial Group
Iowa
$1.07M -$67K -191 -6%
RIA
1192
Richwood Investment Advisors
Ohio
$1.07M -$14K -40 -1%
EIG
1193
Ellenbecker Investment Group
Wisconsin
$1.06M -$40K -114 -3%
RIL
1194
Rothschild Investment LLC
Illinois
$1.06M +$334K +953 +42%
EFSCE
1195
Enterprise Financial Services Corp (EFSC)
Missouri
$1.06M -$6.67K -19 -0.6%
DI
1196
Diligent Investors
California
$1.06M -$22.8K -65 -2%
WPC
1197
Waters Parkerson & Co
Louisiana
$1.06M +$4.91K +14 +0.4%
IA
1198
IFC Advisors
California
$1.06M +$1.12M +3,181 New
1IA
1199
1620 Investment Advisors
Massachusetts
$1.06M +$8.77K +25 +0.8%
AIM
1200
Aspen Investment Management
Michigan
$1.05M +$36.5K +104 +3%

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.