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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 %
NW
426
NewEdge Wealth
Pennsylvania
$4.56M -$86.9K -432 -2%
Simplex Trading
427
Simplex Trading
Illinois
$4.54M +$4.54M +22,593 New
BWAM
428
Boyd Watterson Asset Management
Ohio
$4.53M +$2.21K +11 +0%
SSB
429
Sandy Spring Bank
Maryland
$4.52M +$489K +2,432 +12%
DADC
430
D.A. Davidson & Co
Montana
$4.52M +$343K +1,707 +8%
DC
431
Davenport & Co
Virginia
$4.51M +$96.3K +479 +2%
IC
432
IEQ Capital
California
$4.5M +$614K +3,051 +16%
RWP
433
RWA Wealth Partners
Massachusetts
$4.5M -$110K -549 -2%
CCM
434
Cullen Capital Management
New York
$4.41M -$300K -1,490 -6%
MPWT
435
MassMutual Private Wealth & Trust
Connecticut
$4.35M +$291K +1,448 +7%
MIM
436
Moseley Investment Management
Florida
$4.35M +$61.1K +304 +1%
AssetMark Inc
437
AssetMark Inc
California
$4.33M -$134K -667 -3%
RIM
438
Reliant Investment Management
Tennessee
$4.33M +$4.01M +19,925 +1,253%
OSNBOA
439
Old Second National Bank of Aurora
Illinois
$4.32M -$188K -937 -4%
LSAG
440
Lake Street Advisors Group
New Hampshire
$4.31M +$10.5K +52 +0.2%
SCA
441
Stonebridge Capital Advisors
Minnesota
$4.3M -$409K -2,033 -9%
BPC
442
Banque Pictet & Cie
Switzerland
$4.28M -$2.45M -12,175 -36%
First Manhattan
443
First Manhattan
New York
$4.23M -$11.1K -55 -0.3%
SWP
444
Stratos Wealth Partners
Ohio
$4.22M +$322K +1,600 +8%
SCP
445
Shorepoint Capital Partners
Massachusetts
$4.22M -$66K -328 -2%
SWM
446
Scissortail Wealth Management
Oklahoma
$4.2M +$4.2M +20,030 New
BRWA
447
B. Riley Wealth Advisors
Florida
$4.18M +$10.1K +50 +0.2%
MYLI
448
Meiji Yasuda Life Insurance
Japan
$4.17M -$107K -530 -2%
NWM
449
Northwest Wealth Management
Iowa
$4.13M +$14.7K +73 +0.4%
FNT
450
First National Trust
Pennsylvania
$4.11M -$209K -1,039 -5%
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