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Eaton
ETN

Overview Fund Activity

1,648 hedge funds and large institutions have $70.6B invested in Eaton in 2023 Q3 according to their latest regulatory filings, with 142 funds opening new positions, 557 increasing their positions, 665 reducing their positions, and 86 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,648
Holders Change
+33
Holders Change %
+2.04%
% of All Funds
26.28%
Holding in Top 10
47
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+14.63%
% of All Funds
0.75%
New
142
Increased
557
Reduced
665
Closed
86
Calls
$839M
Puts
$566M
Net Calls
+$273M
Net Calls Change
-$33.3M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$1.12B
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$696M
3
Coatue Management
Coatue Management
New York
+$429M
4
JPMPWA
J.P. Morgan Private Wealth Advisors
California
+$341M
5
Janus Henderson Group
Janus Henderson Group
United Kingdom
+$164M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$1.1B
2
Boston Partners
Boston Partners
Massachusetts
-$219M
3
Wellington Management Group
Wellington Management Group
Massachusetts
-$207M
4
BlackRock
BlackRock
New York
-$163M
5
Morgan Stanley
Morgan Stanley
New York
-$122M
Name Holding Trade Value Shares
Change 		Shares
Change %
EI
401
Ethic Inc
New York
$5.82M +$537K +2,517 +10%
EA
402
Ellsworth Advisors
Ohio
$5.82M -$71.2K -356 -1%
HIMCH
403
Hartford Investment Management Co (HIMCO)
Connecticut
$5.8M -$168K -789 -3%
AAS
404
Annex Advisory Services
Wisconsin
$5.79M -$2.7M -12,643 -32%
SCM
405
Sandler Capital Management
New York
$5.77M -$14.7M -68,729 -72%
PAM
406
Private Asset Management
California
$5.75M -$159K -745 -3%
BHA
407
Beech Hill Advisors
New York
$5.73M -$645K -3,024 -10%
Fidelity International
408
Fidelity International
Bermuda
$5.7M +$5.7M +26,736 New
AWM
409
Avitas Wealth Management
California
$5.68M -$27.1K -127 -0.5%
MWA
410
Meridian Wealth Advisors
Texas
$5.64M +$39.7K +186 +0.7%
SSWM
411
Smith Salley Wealth Management
North Carolina
$5.59M -$1.25M -5,864 -18%
RG
412
Rathbones Group
United Kingdom
$5.58M -$658K -3,083 -11%
SG Americas Securities
413
SG Americas Securities
New York
$5.57M +$614K +2,880 +12%
Pacer Advisors
414
Pacer Advisors
Pennsylvania
$5.57M +$185K +868 +3%
Gates Foundation Trust
415
Gates Foundation Trust
Washington
$5.57M +$5.57M +26,100 New
HCMT
416
Highland Capital Management (Tennessee)
Tennessee
$5.56M -$420K -1,969 -7%
WC
417
Westhampton Capital
North Carolina
$5.52M -$213K -999 -4%
AOWM
418
Alpha Omega Wealth Management
Virginia
$5.43M -$344K -1,615 -6%
PAG
419
Private Advisor Group
New Jersey
$5.29M -$73.2K -343 -1%
NA
420
Navellier & Associates
Nevada
$5.28M +$412K +1,932 +8%
LSERS
421
Louisiana State Employees Retirement System
Louisiana
$5.27M – – –
DADC
422
D.A. Davidson & Co
Montana
$5.26M +$468K +2,193 +10%
BWAM
423
Boyd Watterson Asset Management
Ohio
$5.23M +$425K +1,993 +9%
CPC
424
Consolidated Planning Corp
Georgia
$5.22M +$110K +518 +2%
TRCT
425
Tower Research Capital (TRC)
New York
$5.11M +$2.85M +13,347 +126%
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