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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
MCA
1426
MSH Capital Advisors
Arizona
$641K -$50.9K -145 -7%
MIM
1427
Morningstar Investment Management
Illinois
$639K
WIA
1428
Westbourne Investment Advisors
Maryland
$638K +$70.2K +200 +12%
PCM
1429
Prelude Capital Management
New York
$637K +$673K +1,918 New
WBC
1430
West Branch Capital
Massachusetts
$633K
ZIG
1431
Zuckerman Investment Group
Illinois
$631K -$3.51K -10 -0.5%
MFC
1432
Mechanics Financial Corp
Ohio
$631K -$35.1K -100 -5%
HTIM
1433
Harbour Trust & Investment Management
Indiana
$631K
OF
1434
Outfitter Financial
Maine
$631K
VWA
1435
Visionary Wealth Advisors
Illinois
$628K -$4.91K -14 -0.7%
RIM
1436
RW Investment Management
Idaho
$628K
MCM
1437
Marathon Capital Management
Maryland
$626K +$662K +1,885 New
BSHC
1438
Breed's Hill Capital
Massachusetts
$624K +$364K +1,036 +123%
AFG
1439
Allegheny Financial Group
Pennsylvania
$624K -$628K -1,789 -49%
SDIC
1440
South Dakota Investment Council
South Dakota
$622K
PCFFS
1441
Pacific Center for Financial Services
California
$621K
OFG
1442
OmniStar Financial Group
North Carolina
$619K +$14.7K +42 +2%
MWS
1443
MFA Wealth Services
California
$617K +$653K +1,860 New
ST
1444
Spinnaker Trust
Maine
$615K
CAM
1445
CenterStar Asset Management
Illinois
$615K +$650K +1,853 New
PWP
1446
Phillips Wealth Planners
Mississippi
$614K -$1.05K -3 -0.2%
SCG
1447
Sonata Capital Group
Washington
$609K
WFI
1448
West Family Investments
California
$604K -$14.4K -41 -2%
JSA
1449
Jacobson & Schmitt Advisors
Wisconsin
$601K
1WM
1450
1858 Wealth Management
Ohio
$600K -$73.7K -210 -10%

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.