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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 %
FNT
476
First National Trust
Pennsylvania
$4.06M -$292K -1,370 -7%
SFA
477
Sequoia Financial Advisors
Ohio
$4.04M +$240K +1,126 +6%
SAM
478
Strategy Asset Managers
California
$4.03M -$2.87M -13,437 -42%
TNBTD
479
Trustmark National Bank Trust Department
Mississippi
$4.02M +$1.3M +6,106 +48%
SIC
480
Schwartz Investment Counsel
Michigan
$4.02M – – –
CA
481
Callahan Advisors
Texas
$4.01M +$121K +566 +3%
WFMPM
482
Woodley Farra Manion Portfolio Management
Indiana
$3.99M -$2.51M -11,773 -39%
HCM
483
Howland Capital Management
Massachusetts
$3.99M -$41.6K -195 -1%
IWP
484
Icon Wealth Partners
Texas
$3.98M -$146K -683 -4%
JCM
485
Janney Capital Management
Pennsylvania
$3.97M +$239K +1,122 +6%
KWM
486
Kingsview Wealth Management
Oregon
$3.95M +$35.8K +168 +0.9%
PFS
487
Prospera Financial Services
Texas
$3.94M +$170K +796 +4%
ZB
488
Zions Bancorporation
Utah
$3.93M -$9.38K -44 -0.2%
CNFG
489
Creegan & Nassoura Financial Group
New Hampshire
$3.92M -$291K -1,365 -7%
CCM
490
Cullen Capital Management
New York
$3.91M -$775K -3,632 -17%
PGAM
491
Princeton Global Asset Management
New Jersey
$3.91M +$382K +1,789 +11%
DWM
492
Dakota Wealth Management
Florida
$3.87M -$191K -895 -5%
ATC
493
Argent Trust Co
Tennessee
$3.86M +$299K +1,404 +8%
AIP
494
Ameritas Investment Partners
Nebraska
$3.86M -$284K -1,332 -7%
KIA
495
KCM Investment Advisors
California
$3.83M +$38.2K +179 +1%
PFM
496
Patton Fund Management
Texas
$3.82M +$3.82M +17,924 New
CIG
497
Consolidated Investment Group
Colorado
$3.82M – – –
SCP
498
Shorepoint Capital Partners
Massachusetts
$3.82M -$4.22M -20,969 Closed
PTCG
499
Pring Turner Capital Group
California
$3.78M -$25K -117 -0.7%
SLI
500
Sumitomo Life Insurance
Japan
$3.76M +$580K +2,720 +18%
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