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
PS
2251
Pinney & Scofield
Massachusetts
$5.31K +$5.62K +16 New
MDA
2252
Minot DeBlois Advisors
Massachusetts
$4.98K +$5.26K +15 New
T
2253
Tidemark
California
$4.98K +$5.26K +15 New
MSWA
2254
Marshall & Sterling Wealth Advisors
New York
$4.67K +$5.26K +15 New
PCM
2255
Perritt Capital Management
Illinois
$4.65K
CI
2256
Clal Insurance
Israel
$4K +$4.21K +12 New
SIM
2257
Studio Investment Management
Illinois
$3.98K
CCM
2258
Chilton Capital Management
Texas
$3.65K -$19.7K -56 -84%
AFG
2259
Albion Financial Group
Utah
$3.65K +$3.86K +11 New
CPL
2260
Capital & Planning LLC
Georgia
$3.65K +$3.86K +11 New
CF
2261
Conquis Financial
California
$3.65K +$3.86K +11 New
FC
2262
Family CFO
California
$3.65K +$3.86K +11 New
HHGA
2263
Halbert Hargrove Global Advisors
California
$3.65K +$3.86K +11 New
PWA
2264
Principia Wealth Advisory
Texas
$3.65K +$3.86K +11 New
CSC
2265
Caldwell Sutter Capital
California
$3.32K
RL
2266
Rogco LP
Oklahoma
$3.32K
PPA
2267
Painted Porch Advisors
California
$3.32K +$3.51K +10 New
PS
2268
PayPay Securities
Japan
$3.32K +$3.51K +10 New
WCM
2269
WealthTrak Capital Management
Virginia
$3.32K +$3.51K +10 New
RAM
2270
Riggs Asset Management
Pennsylvania
$2.99K
BC
2271
Broadwater Capital
Massachusetts
$2.65K
TCM
2272
TD Capital Management
Tennessee
$2.33K +$1.4K +4 +133%
LIM
2273
Longfellow Investment Management
Massachusetts
$2.32K
W
2274
WealthCollab
Washington
$1.99K
HCP
2275
Hexagon Capital Partners
Arkansas
$1.99K +$2.11K +6 New

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.