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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
AS
1726
Altshuler Shaham
Israel
$349K +$370K +1,053 New
CNWM
1727
Clay Northam Wealth Management
California
$348K +$2.46K +7 +0.7%
B
1728
Bensler
Washington
$348K +$7.72K +22 +2%
VAMG
1729
Voisard Asset Management Group
Michigan
$347K +$351 +1 +0.1%
DFG
1730
Delta Financial Group
New Jersey
$347K -$36.1K -103 -9%
WHCI
1731
W.H. Cornerstone Investments
Massachusetts
$347K -$7.72K -22 -2%
MKA
1732
M. Kulyk & Associates
Georgia
$347K -$2.81K -8 -0.8%
OCM
1733
One Capital Management
California
$346K -$6.32K -18 -2%
APW
1734
Austin Private Wealth
Texas
$345K +$39.3K +112 +12%
SSWM
1735
Sheets Smith Wealth Management
North Carolina
$345K
MME
1736
Meag Munich Ergo
Germany
$345K
T
1737
Transce3nd
Texas
$344K +$364K +1,037 New
CWM
1738
Circle Wealth Management
New Jersey
$343K +$2.46K +7 +0.7%
LPFG
1739
Landing Point Financial Group
Ohio
$342K +$387K +1,104 New
NFG
1740
Nadler Financial Group
Illinois
$342K
TH
1741
TCTC Holdings
Texas
$342K +$7.02K +20 +2%
OFW
1742
Omnia Family Wealth
Florida
$341K +$15.4K +44 +4%
PIA
1743
Panoramic Investment Advisors
Colorado
$341K +$33.3K +95 +10%
TWM
1744
TriaGen Wealth Management
California
$341K
WC
1745
Wexford Capital
Florida
$341K +$1.05K +3 +0.3%
AIM
1746
Avity Investment Management
Connecticut
$340K
CCM
1747
Chiron Capital Management
Florida
$340K +$359K +1,023 New
OPOWM
1748
One Plus One Wealth Management
Florida
$339K -$12.3K -35 -3%
BWM
1749
BCS Wealth Management
Tennessee
$337K
DOA
1750
D'Orazio & Associates
Virginia
$337K

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.