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Eaton
ETN

Overview Fund Activity

1,615 hedge funds and large institutions have $66.2B invested in Eaton in 2023 Q2 according to their latest regulatory filings, with 185 funds opening new positions, 549 increasing their positions, 624 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,615
Holders Change
+96
Holders Change %
+6.32%
% of All Funds
25.47%
Holding in Top 10
41
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+41.38%
% of All Funds
0.65%
New
185
Increased
549
Reduced
624
Closed
80
Calls
$790M
Puts
$484M
Net Calls
+$306M
Net Calls Change
+$99.6M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$920M
2
Coatue Management
Coatue Management
New York
+$358M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$142M
4
Invesco
Invesco
Georgia
+$140M
5
CET
Clean Energy Transition
United Kingdom
+$130M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$664M
2
JPMPWA
J.P. Morgan Private Wealth Advisors
California
-$373M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$134M
4
Wellington Management Group
Wellington Management Group
Massachusetts
-$124M
5
ClearBridge Investments
ClearBridge Investments
New York
-$115M
Name Holding Trade Value Shares
Change 		Shares
Change %
NA
301
NewEdge Advisors
Louisiana
$9.79M +$320K +1,592 +3%
RP
302
Rice Partnership
Hawaii
$9.75M +$208K +1,033 +2%
AIP
303
ARS Investment Partners
New York
$9.73M -$328K -1,633 -3%
TCOV
304
Trust Company of Vermont
Vermont
$9.64M +$62.5K +311 +0.7%
CNB
305
Czech National Bank
Czech Republic
$9.49M +$70.2K +349 +0.7%
Walleye Capital
306
Walleye Capital
New York
$9.47M -$6.29M -31,287 -40%
CG
307
Colony Group
Massachusetts
$9.46M -$24.7K -123 -0.3%
MPA
308
Marvin & Palmer Associates
Delaware
$9.42M +$9.42M +46,850 New
RCM
309
RNC Capital Management
California
$9.4M -$261K -1,299 -3%
HPIA
310
Hamilton Point Investment Advisors
North Carolina
$9.36M -$401K -1,996 -4%
SIA
311
Sit Investment Associates
Minnesota
$9.24M -$1M -4,990 -10%
PCIA
312
Prime Capital Investment Advisors
Kansas
$9M +$6.38M +31,726 +244%
NAM
313
Nissay Asset Management
Japan
$8.98M -$135K -669 -1%
NAMM
314
NorthStar Asset Management (Massachusetts)
Massachusetts
$8.89M +$287K +1,425 +3%
CIC
315
Chilton Investment Company
Connecticut
$8.87M +$7.54M +37,518 +570%
BCM
316
Bourgeon Capital Management
Connecticut
$8.81M -$10.1K -50 -0.1%
NC
317
Nicholas Company
Wisconsin
$8.81M – – –
MP
318
McDonald Partners
Ohio
$8.68M +$20.1K +100 +0.2%
MWM
319
Moran Wealth Management
Florida
$8.67M +$8.67M +43,091 New
ECM
320
EagleClaw Capital Management
Massachusetts
$8.61M -$136K -675 -2%
TPCM
321
Two Point Capital Management
New York
$8.6M +$77.4K +385 +0.9%
HFS
322
Haverford Financial Services
Pennsylvania
$8.51M +$8.51M +42,313 New
GIBU
323
Gulf International Bank (UK)
United Kingdom
$8.45M -$2.45M -12,169 -22%
WIC
324
WealthBridge Investment Counsel
Alberta, Canada
$8.39M -$995K -4,950 -11%
SFWA
325
Summit Financial Wealth Advisors
Louisiana
$8.36M -$220K -1,095 -3%
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