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Eaton
ETN

Overview Fund Activity

1,519 hedge funds and large institutions have $56.6B invested in Eaton in 2023 Q1 according to their latest regulatory filings, with 151 funds opening new positions, 560 increasing their positions, 569 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,519
Holders Change
+37
Holders Change %
+2.5%
% of All Funds
24.31%
Holding in Top 10
29
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+20.83%
% of All Funds
0.46%
New
151
Increased
560
Reduced
569
Closed
80
Calls
$523M
Puts
$316M
Net Calls
+$207M
Net Calls Change
-$58.2M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$1.17B
2
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$293M
3
State Street
State Street
Massachusetts
+$233M
4
Ameriprise
Ameriprise
Minnesota
+$152M
5
Bank of America
Bank of America
North Carolina
+$131M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$355M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$243M
3
Citadel Advisors
Citadel Advisors
Florida
-$220M
4
BlackRock
BlackRock
New York
-$212M
5
VOYA Investment Management
VOYA Investment Management
Georgia
-$133M
Name Holding Trade Value Shares
Change 		Shares
Change %
TPCM
326
Two Point Capital Management
New York
$7.26M +$1.71K +10 +0%
UCFA
327
United Capital Financial Advisors
Texas
$7.13M -$570K -3,328 -7%
BC
328
Bartlett & Co
Ohio
$7.13M -$293K -1,710 -4%
BCWM
329
Bartlett & Co Wealth Management
Ohio
$7.13M -$293K -1,710 -4%
Wealthfront Advisers
330
Wealthfront Advisers
California
$7.09M +$1.01M +5,911 +17%
AHC
331
Adell Harriman & Carpenter
Texas
$6.72M +$128K +745 +2%
ACM
332
Altrius Capital Management
North Carolina
$6.69M +$155K +902 +2%
FA
333
FDx Advisors
Illinois
$6.58M – – –
JMFC
334
J.M. Forbes & Co
Massachusetts
$6.55M +$6.55M +38,241 New
AFM
335
Andesa Financial Management
Pennsylvania
$6.53M +$3.16M +30,203 +94%
National Bank of Canada
336
National Bank of Canada
Quebec, Canada
$6.53M +$2.66M +15,521 +69%
Ensign Peak Advisors
337
Ensign Peak Advisors
Utah
$6.33M +$2.17M +12,640 +52%
AUB
338
Atlantic Union Bankshares
Virginia
$6.29M -$655K -3,822 -9%
BCI
339
Brinker Capital Investments
Pennsylvania
$6.28M +$561K +3,276 +10%
OPS
340
Orion Portfolio Solutions
Nebraska
$6.28M +$5.57M +32,510 +780%
VPIM
341
Vanguard Personalized Indexing Management
California
$6.21M +$698K +4,074 +13%
ECM
342
Estabrook Capital Management
New York
$6.16M -$11K -64 -0.2%
OSAM
343
O'Shaughnessy Asset Management
Connecticut
$6.16M +$255K +1,489 +4%
IAN
344
Integrated Advisors Network
Texas
$6.14M -$133K -775 -2%
FA
345
Fiduciary Alliance
South Carolina
$6.12M +$322K +1,882 +6%
BCIM
346
British Columbia Investment Management
British Columbia, Canada
$6.09M +$48.1K +281 +0.8%
SCM
347
Spring Capital Management
Texas
$6.04M -$18.8K -110 -0.3%
HIP
348
Harrell Investment Partners
Texas
$5.98M +$5.98M +34,972 New
Thrivent Financial for Lutherans
349
Thrivent Financial for Lutherans
Minnesota
$5.92M +$36.3K +212 +0.6%
MML Investors Services
350
MML Investors Services
Massachusetts
$5.9M -$412K -2,404 -7%
12 13
14
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