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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
$2.95B
2
Coatue Management
Coatue Management
New York
$358M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$4.03B
4
Invesco
Invesco
Georgia
$674M
5
CET
Clean Energy Transition
United Kingdom
$130M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$1.95B
2
JPMPWA
J.P. Morgan Private Wealth Advisors
California
$0
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$1.15B
4
Wellington Management Group
Wellington Management Group
Massachusetts
$776M
5
ClearBridge Investments
ClearBridge Investments
New York
$983M
Name Holding Trade Value Shares
Change 		Shares
Change %
PAMS
26
Pictet Asset Management (Switzerland)
Switzerland
$551M -$101M -502,972 -16%
Legal & General Group
27
Legal & General Group
United Kingdom
$521M +$3.64M +18,107 +0.7%
Dimensional Fund Advisors
28
Dimensional Fund Advisors
Texas
$462M -$76.2M -378,859 -14%
Charles Schwab
29
Charles Schwab
California
$430M -$2.74M -13,608 -0.6%
Baillie Gifford & Co
30
Baillie Gifford & Co
United Kingdom
$392M -$6.61M -32,866 -2%
TD Asset Management
31
TD Asset Management
Ontario, Canada
$378M +$18M +89,459 +5%
Bessemer Group
32
Bessemer Group
New Jersey
$367M -$22.6M -112,524 -6%
Franklin Resources
33
Franklin Resources
California
$365M +$9.24M +45,939 +3%
Royal Bank of Canada
34
Royal Bank of Canada
Ontario, Canada
$364M -$8.01M -39,821 -2%
Coatue Management
35
Coatue Management
New York
$358M +$358M +1,778,533 New
Sumitomo Mitsui Trust Group
36
Sumitomo Mitsui Trust Group
Japan
$335M -$35.8M -178,143 -10%
RJFSA
37
Raymond James Financial Services Advisors
Florida
$334M +$2.61M +12,970 +0.8%
Neuberger Berman Group
38
Neuberger Berman Group
New York
$309M -$10.5M -52,243 -3%
Stifel Financial
39
Stifel Financial
Missouri
$299M +$4.43M +22,031 +2%
BG
40
Bahl & Gaynor
Ohio
$296M -$94.8M -471,176 -24%
UBS Group
41
UBS Group
Switzerland
$293M +$3.24M +16,094 +1%
Swiss National Bank
42
Swiss National Bank
Switzerland
$289M -$28.3M -140,800 -9%
UBS AM
43
UBS AM
Illinois
$252M – – –
Lord, Abbett & Co
44
Lord, Abbett & Co
New Jersey
$221M +$54.7M +272,030 +33%
Swedbank
45
Swedbank
Sweden
$210M -$1.85M -9,221 -0.9%
Deutsche Bank
46
Deutsche Bank
Germany
$189M -$623K -3,097 -0.3%
PNC Financial Services Group
47
PNC Financial Services Group
Pennsylvania
$186M +$3.08M +15,329 +2%
Mirae Asset Global Investments
48
Mirae Asset Global Investments
South Korea
$182M +$13.4M +66,464 +8%
CS
49
Credit Suisse
Switzerland
$179M -$4.98M -24,748 -3%
Barclays
50
Barclays
United Kingdom
$161M +$72.3M +359,765 +82%
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