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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
CAM
1601
Cypress Asset Management
Texas
$440K +$130K +370 +42%
MCM
1602
McRae Capital Management
New Jersey
$436K
SB
1603
Sunflower Bank
Texas
$433K -$31.6K -90 -6%
WA
1604
Wealth Architects
California
$433K -$7.72K -22 -2%
TM
1605
TigerOak Management
New Mexico
$432K +$457K +1,301 New
Marshall Wace
1606
Marshall Wace
United Kingdom
$431K -$8.53M -24,297 -95%
MIC
1607
Meridian Investment Counsel
California
$431K
SNB
1608
Security National Bank
Nebraska
$431K
FCFC
1609
First Commonwealth Financial Corp
Pennsylvania
$431K +$66.3K +189 +17%
AA
1610
Alta Advisers
United Kingdom
$431K +$70.2K +200 +18%
OHWA
1611
Oak Hill Wealth Advisors
Virginia
$431K +$456K +1,300 New
AFS
1612
Anderson Financial Strategies
Ohio
$430K +$455K +1,296 New
VBCG
1613
Valley Brook Capital Group
Pennsylvania
$430K +$3.51K +10 +0.8%
PW
1614
PUREfi Wealth
Massachusetts
$429K +$454K +1,293 New
HT
1615
Heritage Trust
Oklahoma
$427K +$452K +1,287 New
JSAM
1616
J. Safra Asset Management
New York
$426K +$138K +392 +44%
DWM
1617
Drive Wealth Management
Utah
$426K +$8.07K +23 +2%
LAS
1618
Legacy Advisory Services
Pennsylvania
$424K
FFA
1619
Fortune Financial Advisors
Kansas
$424K
FWM
1620
Focused Wealth Management
New York
$424K
CP
1621
CenterBook Partners
Connecticut
$424K +$449K +1,278 New
WIS
1622
Wright Investors Service
Connecticut
$423K -$844K -2,405 -65%
JF
1623
Joule Financial
Kentucky
$422K -$6.32K -18 -1%
PCH
1624
PGIM Custom Harvest
New Jersey
$422K +$88.8K +253 +25%
AIM
1625
Anchor Investment Management
South Carolina
$420K +$30.5K +87 +7%

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.