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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
SCP
1351
Stamos Capital Partners
California
$760K +$516K +1,470 +179%
SWM
1352
Sculati Wealth Management
Michigan
$755K +$140K +400 +21%
CSPIA
1353
Cary Street Partners Investment Advisory
Virginia
$754K -$2.18M -6,221 -73%
EWM
1354
Elmwood Wealth Management
California
$753K +$1.75K +5 +0.2%
Arrowstreet Capital
1355
Arrowstreet Capital
Massachusetts
$753K -$87.7M -249,845 -99%
SS
1356
Sunbelt Securities
Texas
$750K -$111K -317 -12%
UAML
1357
US Asset Management LLC
Pennsylvania
$749K -$44.2K -126 -5%
HNWAG
1358
High Net Worth Advisory Group
Florida
$747K -$43.9K -125 -5%
ACM
1359
AUA Capital Management
Pennsylvania
$747K
UB
1360
Umpqua Bank
Oregon
$745K +$16.8K +48 +2%
AW
1361
Alteri Wealth
California
$738K +$781K +2,224 New
A
1362
Allianz
Germany
$738K -$755K -2,151 -49%
GS
1363
GTS Securities
New York
$734K -$637K -1,815 -45%
SC
1364
SouthState Corp
Florida
$733K
PCP
1365
Proficio Capital Partners
Massachusetts
$732K +$168K +478 +28%
OCM
1366
Orion Capital Management
California
$731K -$77.2K -220 -9%
EBT
1367
Enterprise Bank & Trust
Massachusetts
$730K +$387K +1,102 +100%
FA
1368
Fermata Advisors
California
$724K +$458K +1,305 +149%
CW
1369
CreativeOne Wealth
Kansas
$724K -$232K -662 -23%
NWAG
1370
Net Worth Advisory Group
Utah
$717K +$351 +1 +0%
CP
1371
Covenant Partners
Tennessee
$715K
PCP
1372
Perbak Capital Partners
United Kingdom
$710K +$751K +2,139 New
HDIM
1373
Hanson & Doremus Investment Management
Vermont
$709K
DBIA
1374
Dumont & Blake Investment Advisors
New Jersey
$706K -$702 -2 -0.1%
ABTD
1375
Arvest Bank Trust Division
Oklahoma
$706K +$746K +2,126 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.