We are live on ! Find out more

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
BPC
176
Banque Pictet & Cie
Switzerland
$48.9M +$50.8M +144,730 +5,567%
AP
177
Americana Partners
Texas
$48.4M +$41.8M +119,240 +447%
Mercer Global Advisors
178
Mercer Global Advisors
Colorado
$48.2M -$6.79M -19,338 -12%
CFB
179
Cullen/Frost Bankers
Texas
$48.2M +$4.22M +12,038 +9%
Fayez Sarofim & Co
180
Fayez Sarofim & Co
Texas
$48.2M +$48.8M +139,116 +2,269%
UB
181
UMB Bank
Missouri
$48.1M +$6.01M +17,133 +13%
DAM
182
Delta Asset Management
Tennessee
$47.8M -$1.14M -3,242 -2%
Cetera Investment Advisers
183
Cetera Investment Advisers
Illinois
$47.8M +$244K +695 +0.5%
SPIA
184
Steward Partners Investment Advisory
New York
$47.3M +$3.22M +9,179 +7%
TAM
185
Trillium Asset Management
Massachusetts
$47.3M -$2.3M -6,553 -4%
KK
186
KLP Kapitalforvaltning
Norway
$46.9M +$49.6M +141,189 New
PF
187
Phoenix Financial
Israel
$46.3M +$45.2M +128,866 +1,198%
State of Tennessee, Department of Treasury
188
State of Tennessee, Department of Treasury
Tennessee
$45.5M -$2.15M -6,137 -4%
Nisa Investment Advisors
189
Nisa Investment Advisors
Missouri
$45.1M -$171K -486 -0.4%
GLF
190
Groupe la Francaise
France
$44.4M +$45.8M +130,403 New
GF
191
Gabelli Funds
New York
$44.2M -$688K -1,960 -1%
SC
192
Saturna Capital
Washington
$44M -$289K -823 -0.6%
ASC
193
Atalanta Sosnoff Capital
New York
$43.9M -$803K -2,288 -2%
KAS
194
Kestra Advisory Services
Texas
$43M +$2.49M +7,103 +6%
BPCE
195
Bank Pictet & Cie (Europe)
Germany
$42.8M +$45.3M +129,084 New
EIP
196
Epoch Investment Partners
New York
$42.6M -$2.03M -5,786 -4%
ACM
197
Argent Capital Management
Missouri
$42.3M -$901K -2,566 -2%
ZIG
198
Zurich Insurance Group
Switzerland
$42.1M +$44.5M +126,864 New
Teacher Retirement System of Texas
199
Teacher Retirement System of Texas
Texas
$41.6M +$1.81M +5,152 +4%
CWM
200
Congress Wealth Management
Massachusetts
$41.2M +$921K +2,623 +2%

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.