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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
1701
Sivia Capital Partners
California
$362K -$3.16K -9 -0.8%
MWM
1702
Mindset Wealth Management
Indiana
$362K +$105K +300 +38%
KCM
1703
Kathmere Capital Management
Pennsylvania
$361K +$30.5K +87 +9%
CAC
1704
Certified Advisory Corp
Florida
$361K +$7.02K +20 +2%
EPIMS
1705
Evelyn Partners Investment Management Services
$360K +$381K +1,085 New
NCTC
1706
New Covenant Trust Company
Indiana
$360K -$10.5K -30 -3%
AIM
1707
Advyzon Investment Management
Illinois
$359K +$380K +1,083 New
GWP
1708
Gateway Wealth Partners
Wisconsin
$359K +$88.1K +251 +30%
BFG
1709
Berger Financial Group
Minnesota
$359K -$12.6K -36 -3%
AWM
1710
Angeles Wealth Management
California
$357K +$7.72K +22 +2%
CBT
1711
Crews Bank & Trust
Florida
$357K +$378K +1,076 New
TFF
1712
The Family Firm
Maryland
$356K -$351 -1 -0.1%
NRD
1713
Nebula Research & Development
New York
$355K +$376K +1,071 New
IWA
1714
IBEX Wealth Advisors
New Jersey
$355K +$376K +1,071 New
WGC
1715
Watts Gwilliam & Co
Arizona
$355K
PWA
1716
Peterson Wealth Advisors
Utah
$355K
KBFS
1717
Kohmann Bosshard Financial Services
Ohio
$354K +$6.32K +18 +2%
M
1718
MOTCO
Texas
$354K -$7.72K -22 -2%
XF
1719
XML Financial
Maryland
$353K -$35.1K -100 -9%
ANB
1720
Amarillo National Bank
Texas
$352K -$702 -2 -0.2%
MHR
1721
Matthew Hamilton Rosenberg
$352K +$16.1K +46 +5%
CWM
1722
Compass Wealth Management
Connecticut
$352K
EFM
1723
E Fund Management
China
$351K -$86.3K -246 -19%
OL
1724
OneFund LLC
Florida
$350K +$3.16K +9 +0.9%
BMC
1725
Beaton Management Company
Massachusetts
$350K

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.