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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
Loomis, Sayles & Company
2101
Loomis, Sayles & Company
Massachusetts
$87K +$2.81K +8 +3%
RPA
2102
Redwood Park Advisors
California
$87K +$92K +262 New
CSC
2103
Cove Street Capital
California
$86.3K
HCM
2104
Horrell Capital Management
Arkansas
$86K
AAG
2105
Armstrong Advisory Group
Massachusetts
$85.3K +$14K +40 +18%
SFCL
2106
Strengthening Families & Communities LLC
Massachusetts
$84K
AIM
2107
Arcadia Investment Management
Michigan
$83K
LIS
2108
Legacy Investment Solutions
Idaho
$82.6K
LWMI
2109
Legacy Wealth Management (Idaho)
Idaho
$82.6K
LAMC
2110
Longview Asset Management (California)
California
$82.6K +$87.4K +249 New
AT
2111
Avalon Trust
New Mexico
$81.6K +$16.1K +46 +23%
CA
2112
Centerpoint Advisors
Massachusetts
$81K
FC
2113
Fairscale Capital
New Hampshire
$80.6K
RCA
2114
Runnymede Capital Advisors
Ohio
$78K +$82.5K +235 New
KTC
2115
Kentucky Trust Company
Kentucky
$76.3K +$80.7K +230 New
TCM
2116
Tradewinds Capital Management
Washington
$75.7K -$3.86K -11 -5%
WWP
2117
WR Wealth Planners
Missouri
$75K -$16.5K -47 -17%
SR
2118
Syntax Research
Florida
$74.7K
CYG
2119
Clean Yield Group
Vermont
$74K
CHC
2120
City Holding Co
West Virginia
$73.7K -$9.83K -28 -11%
CWM
2121
Cranbrook Wealth Management
Michigan
$73.3K
CCC
2122
Chelsea Counsel Company
California
$73K
AP
2123
Atwood & Palmer
Missouri
$72.3K +$16.1K +46 +27%
FFA
2124
Fairfield Financial Advisors
Massachusetts
$71.4K
DP
2125
Denver PWM
Colorado
$71K -$1.05K -3 -1%

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.