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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
NGA
1326
Naples Global Advisors
Florida
$807K -$49.1K -140 -5%
GLA
1327
Good Life Advisors
Pennsylvania
$806K -$144K -410 -14%
MCM
1328
Monument Capital Management
Virginia
$801K
CP
1329
Canopy Partners
Ohio
$798K -$19.7K -56 -2%
HC
1330
Hourglass Capital
Texas
$796K
V
1331
VeraBank
Texas
$796K +$2.81K +8 +0.3%
EW
1332
Enzi Wealth
Texas
$791K -$346K -985 -32%
LA
1333
Legacy Advisors
Pennsylvania
$789K -$108K -308 -11%
SCM
1334
Sunbeam Capital Management
Georgia
$788K +$834K +2,375 New
SAM
1335
Sompo Asset Management
Japan
$787K +$832K +2,370 New
EA
1336
Everpar Advisors
Oklahoma
$786K +$2.46K +7 +0.3%
GWMR
1337
GC Wealth Management RIA
Massachusetts
$784K -$967K -2,756 -54%
PEA
1338
Park Edge Advisors
Ohio
$783K -$568K -1,619 -41%
PCG
1339
Prosperity Consulting Group
Maryland
$782K +$69.8K +199 +9%
BWS
1340
Buck Wealth Strategies
Colorado
$773K +$330K +939 +68%
YP
1341
YANKCOM Partnership
South Dakota
$773K +$817K +2,329 New
TWP
1342
Triad Wealth Partners
Kansas
$772K +$816K +2,326 New
WI
1343
Wedgewood Investors
Pennsylvania
$771K
SIA
1344
Soltis Investment Advisors
Utah
$770K +$80.4K +229 +11%
PI
1345
PGGM Investments
Netherlands
$765K
CFMC
1346
Curbstone Financial Management Corp
New Hampshire
$765K
TAM
1347
Titleist Asset Management
Texas
$764K +$269K +766 +50%
KJHP
1348
K.J. Harrison & Partners
Ontario, Canada
$764K +$807K +2,300 New
TTWM
1349
TCV Trust & Wealth Management
Virginia
$761K +$4.21K +12 +0.5%
SWA
1350
Sax Wealth Advisors
New Jersey
$761K +$86.7K +247 +12%

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.