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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
GAM
1301
Griffin Asset Management
New York
$863K
CPSC
1302
Carl P. Sherr & Co
Massachusetts
$858K -$22.5K -64 -2%
FMLI
1303
Fukoku Mutual Life Insurance
Japan
$856K
CI
1304
CX Institutional
Indiana
$852K +$55.8K +159 +7%
CM
1305
Cercano Management
Washington
$846K
RPC
1306
Rossmore Private Capital
Connecticut
$845K +$286K +815 +47%
PCA
1307
Prosperity Capital Advisors
Ohio
$844K +$88.4K +252 +11%
RFA
1308
Register Financial Advisors
Georgia
$843K -$30.2K -86 -3%
MA
1309
MONECO Advisors
Connecticut
$840K +$70.5K +201 +9%
UBG
1310
United Bank (Georgia)
Georgia
$839K +$614K +1,750 +225%
HCM
1311
Howard Capital Management
Georgia
$838K +$66.3K +189 +8%
LFA
1312
Legacy Financial Advisors
Kentucky
$834K +$90.5K +258 +11%
CFO
1313
Collective Family Office
Pennsylvania
$834K -$7.37K -21 -0.8%
PFBT
1314
Parkside Financial Bank & Trust
Missouri
$834K -$17.9K -51 -2%
HC
1315
Henshaw Capital
Massachusetts
$833K
SIM
1316
Stratos Investment Management
Ohio
$833K -$405K -1,153 -31%
EDRH
1317
Edmond de Rothschild Holding
Switzerland
$832K +$691K +1,968 +364%
WDL
1318
Well Done LLC
Michigan
$831K
ACM
1319
Allred Capital Management
Texas
$824K +$871K +2,483 New
ADMI
1320
Albert D. Mason Inc
Massachusetts
$819K
JWM
1321
JPL Wealth Management
Colorado
$819K +$867K +2,469 New
GWSG
1322
GPS Wealth Strategies Group
Colorado
$819K -$58.3K -166 -6%
BMCM
1323
Burns Matteson Capital Management
New York
$817K -$46.3K -132 -5%
TCM
1324
Thoma Capital Management
Maryland
$816K +$863K +2,458 New
CAM
1325
Chesapeake Asset Management
New York
$813K -$19.7K -56 -2%

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.