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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 %
WFMPM
376
Woodley Farra Manion Portfolio Management
Indiana
$6.13M -$154K -768 -2%
AFWM
377
AMJ Financial Wealth Management
Virginia
$6.12M +$6.12M +30,439 New
MSRPS
378
Maryland State Retirement & Pension System
Maryland
$6.12M -$236K -1,175 -4%
TBA
379
Tower Bridge Advisors
Pennsylvania
$6.12M -$174K -864 -3%
MFG
380
Monte Financial Group
Connecticut
$6.05M -$79.8K -397 -1%
AGAM
381
Avalon Global Asset Management
California
$6.03M +$1.01M +5,000 +20%
BHA
382
Beech Hill Advisors
New York
$6.01M -$107K -534 -2%
KPWS
383
Kestra Private Wealth Services
Texas
$5.95M +$950K +4,726 +19%
EA
384
Ellsworth Advisors
Ohio
$5.93M +$67.4K +335 +1%
PCA
385
Providence Capital Advisors
North Carolina
$5.92M +$34.4K +171 +0.6%
RG
386
Rathbones Group
United Kingdom
$5.88M -$117K -580 -2%
BFO
387
Boston Family Office
Massachusetts
$5.85M +$3.71M +18,437 +173%
PCTC
388
Perkins Coie Trust Company
Washington
$5.83M +$24.7K +123 +0.4%
JWM
389
Jackson Wealth Management
Florida
$5.81M +$5.81M +28,911 New
Rafferty Asset Management
390
Rafferty Asset Management
New York
$5.78M +$562K +2,796 +11%
CCB
391
Country Club Bank
Missouri
$5.77M -$449K -2,256 -7%
PMAM
392
Picton Mahoney Asset Management
Ontario, Canada
$5.75M +$62.3K +310 +1%
RBA
393
Richard Bernstein Advisors
New York
$5.72M – – –
ASN
394
Advisory Services Network
Georgia
$5.68M +$248K +1,234 +5%
HC
395
Hendley & Co
Ohio
$5.67M +$5.67M +28,195 New
RWA
396
River Wealth Advisors
Pennsylvania
$5.66M -$5.43K -27 -0.1%
HCMT
397
Highland Capital Management (Tennessee)
Tennessee
$5.64M -$80.4K -400 -1%
HIMCH
398
Hartford Investment Management Co (HIMCO)
Connecticut
$5.63M -$1.1M -5,487 -16%
FA
399
FDx Advisors
Illinois
$5.62M -$2.81M -13,995 -33%
PAM
400
Private Asset Management
California
$5.57M -$1.3M -6,463 -19%
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