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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
CWC
1776
Carolinas Wealth Consulting
North Carolina
$322K -$17.5K -50 -5%
MWA
1777
Midland Wealth Advisors
Illinois
$320K
SFP
1778
Sandbox Financial Partners
Maryland
$320K +$338K +964 New
FM
1779
Family Management
New York
$320K
AC
1780
AXQ Capital
New Jersey
$319K +$338K +962 New
CWA
1781
Consilium Wealth Advisory
Texas
$318K -$2.46K -7 -0.7%
VC
1782
Veracity Capital
Georgia
$317K +$69.8K +199 +26%
BWM
1783
BigSur Wealth Management
Florida
$317K +$14K +40 +4%
LAM
1784
LECAP Asset Management
United Kingdom
$317K +$336K +956 New
AFP
1785
Alpha Financial Partners
Kentucky
$317K +$335K +954 New
MHC
1786
May Hill Capital
Massachusetts
$316K +$335K +954 New
CWA
1787
Centennial Wealth Advisory
Michigan
$316K -$12.6K -36 -4%
FLII
1788
First Long Island Investors
New York
$316K
TDC
1789
Thompson Davis & Co
Virginia
$315K
MTIC
1790
Missouri Trust & Investment Company
Missouri
$315K +$12.3K +35 +4%
OP
1791
ORG Partners
Indiana
$314K +$158K +450 +91%
DAM
1792
Doheny Asset Management
California
$314K
BWM
1793
BKM Wealth Management
Wisconsin
$313K +$70.2K +200 +27%
CFGS
1794
Concourse Financial Group Securities
Alabama
$312K +$17.9K +51 +6%
BP
1795
BWM Planning
Texas
$311K
WDA
1796
Wendell David Associates
New Hampshire
$311K
CHP
1797
Cable Hill Partners
Oregon
$311K +$105K +300 +47%
DDPIC
1798
Deroy & Devereaux Private Investment Counsel
Michigan
$309K +$81.1K +231 +33%
SWMG
1799
Sanchez Wealth Management Group
Florida
$309K +$1.05K +3 +0.3%
TPW
1800
TL Private Wealth
Texas
$308K

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.