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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
GFG
1376
Greystone Financial Group
Michigan
$703K +$165K +470 +29%
FIM
1377
Freedom Investment Management
Connecticut
$701K -$113K -321 -13%
CWM
1378
Cornerstone Wealth Management
Missouri
$700K +$135K +385 +22%
LBC
1379
Leigh Baldwin & Co
New York
$698K +$738K +2,102 New
GCP
1380
GSA Capital Partners
United Kingdom
$697K +$425K +1,210 +136%
CBB
1381
Citizens Business Bank
California
$697K -$460K -1,311 -62%
BAM
1382
BOCHK Asset Management
Hong Kong
$697K -$8.03M -22,880 -92%
Boston Partners
1383
Boston Partners
Massachusetts
$695K -$17.2K -49 -2%
VCA
1384
Verdence Capital Advisors
Maryland
$692K -$5.97K -17 -0.8%
APP
1385
Avantax Planning Partners
Iowa
$692K +$2.11K +6 +0.3%
FBFS
1386
First Business Financial Services
Wisconsin
$684K
EWA
1387
EverSource Wealth Advisors
Alabama
$682K +$75.8K +216 +12%
CIA
1388
Cascade Investment Advisors
Oregon
$682K -$8.77K -25 -1%
HBT
1389
Hills Bank & Trust
Iowa
$680K +$332K +947 +86%
PK
1390
Pflug Koory
Nebraska
$679K -$4.91K -14 -0.7%
PVI
1391
Pine Valley Investments
New Jersey
$679K -$14.7K -42 -2%
CRI
1392
Colonial River Investments
Virginia
$678K -$2.81K -8 -0.4%
AAM
1393
Aureus Asset Management
Massachusetts
$678K +$717K +2,042 New
PCM
1394
Pointe Capital Management
Michigan
$677K +$8.42K +24 +1%
SQA
1395
Simon Quick Advisors
New Jersey
$676K +$74.4K +212 +12%
Capstone Investment Advisors
1396
Capstone Investment Advisors
New York
$675K +$714K +2,033 New
GFP
1397
Gryphon Financial Partners
Ohio
$674K -$121K -344 -14%
WIC
1398
Woodmont Investment Counsel
Tennessee
$674K -$4.21K -12 -0.6%
TWM
1399
TCFG Wealth Management
California
$674K +$246K +700 +53%
ACP
1400
Aviance Capital Partners
Florida
$672K

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.