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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
CIP
1801
Convergence Investment Partners
Florida
$305K -$2.11K -6 -0.6%
FDDB
1802
Fidelity D&D Bancorp
Pennsylvania
$305K +$44.6K +127 +16%
CGH
1803
CMG Global Holdings
Texas
$304K
Empower Advisory Group
1804
Empower Advisory Group
Colorado
$304K -$27.7K -79 -8%
FOA
1805
Five Oceans Advisors
California
$303K +$1.75K +5 +0.6%
RWP
1806
Revolve Wealth Partners
New Jersey
$303K +$47.7K +136 +18%
RL
1807
Retireful LLC
Michigan
$301K +$318K +907 New
CWM
1808
Cahaba Wealth Management
Georgia
$301K
PAM
1809
Palisade Asset Management
Minnesota
$301K +$16.5K +47 +5%
BDA
1810
Borer Denton & Associates
Pennsylvania
$300K
O3W
1811
Omni 360 Wealth
New Jersey
$300K -$31.6K -90 -9%
HWM
1812
Hohimer Wealth Management
Washington
$300K +$4.91K +14 +2%
CM
1813
Castleark Management
Illinois
$299K
LWM
1814
Lighthouse Wealth Management
Ohio
$297K +$314K +896 New
SAW
1815
Signal Advisors Wealth
Michigan
$297K +$10.5K +30 +3%
LWMM
1816
Legacy Wealth Management (Mississippi)
Mississippi
$297K -$93.7K -267 -23%
NRC
1817
New Republic Capital
North Carolina
$296K +$20K +57 +7%
JFGIW
1818
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$296K +$95.8K +273 +43%
BCMO
1819
Buckingham Capital Management (Ohio)
Ohio
$296K
FSCM
1820
Front Street Capital Management
Montana
$295K
KFP
1821
KMG Fiduciary Partners
Ohio
$294K +$2.46K +7 +0.8%
SIA
1822
SeaBridge Investment Advisors
New Jersey
$294K +$311K +885 New
ML
1823
McAdam LLC
Pennsylvania
$293K +$310K +882 New
AIM
1824
Acropolis Investment Management
Missouri
$292K
HCA
1825
Horan Capital Advisors
Ohio
$290K

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.