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Eaton
ETN

Overview Fund Activity

2,254 hedge funds and large institutions have $107B invested in Eaton in 2024 Q4 according to their latest regulatory filings, with 294 funds opening new positions, 856 increasing their positions, 759 reducing their positions, and 109 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,254
Holders Change
+149
Holders Change %
+7.08%
% of All Funds
30%
Holding in Top 10
62
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-10.14%
% of All Funds
0.83%
New
294
Increased
856
Reduced
759
Closed
109
Calls
$1.13B
Puts
$1.37B
Net Calls
-$240M
Net Calls Change
-$601M

Top Buyers

1
Capital International Investors
Capital International Investors
California
+$524M
2
Morgan Stanley
Morgan Stanley
New York
+$390M
3
BlackRock
BlackRock
New York
+$303M
4
Janus Henderson Group
Janus Henderson Group
United Kingdom
+$195M
5
Bank Julius Baer & Co
Bank Julius Baer & Co
Switzerland
+$154M

Top Sellers

1
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$419M
2
Capital World Investors
Capital World Investors
California
-$374M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$362M
4
IAIM
International Assets Investment Management
Florida
-$355M
5
Bank of America
Bank of America
North Carolina
-$345M
Name Holding Trade Value Shares
Change 		Shares
Change %
HCMT
501
Highland Capital Management (Tennessee)
Tennessee
$8.05M -$149K -450 -2%
NW
502
NewEdge Wealth
Pennsylvania
$8.02M -$508K -1,530 -6%
BWAM
503
Boyd Watterson Asset Management
Ohio
$7.89M +$104K +313 +1%
CT
504
Colonial Trust
South Carolina
$7.88M +$206K +621 +3%
SCP
505
Shorepoint Capital Partners
Massachusetts
$7.87M -$373K -1,123 -5%
Vontobel Holding
506
Vontobel Holding
Switzerland
$7.78M -$1.05M -3,169 -12%
ISB
507
Iowa State Bank
Iowa
$7.75M -$53.4K -161 -0.7%
CFG
508
Cambridge Financial Group
Ohio
$7.62M +$7.62M +22,973 New
DIA
509
Dana Investment Advisors
Wisconsin
$7.61M -$118K -355 -2%
FPAS
510
Focus Partners Advisor Solutions
Missouri
$7.6M -$2.57M -7,738 -25%
FIM
511
FWL Investment Management
Texas
$7.58M +$545K +1,643 +8%
SYBT
512
Stock Yards Bank & Trust
Kentucky
$7.56M -$867K -2,613 -10%
BWG
513
Berry Wealth Group
Texas
$7.53M -$140K -422 -2%
WAS
514
WESPAC Advisors SoCal
California
$7.51M +$2.66M +8,021 +55%
KWM
515
Kingsview Wealth Management
Oregon
$7.44M +$248K +748 +3%
LSAG
516
Lake Street Advisors Group
New Hampshire
$7.43M +$4.37M +13,172 +143%
TRCT
517
Tower Research Capital (TRC)
New York
$7.42M +$3.82M +11,508 +106%
RCIM
518
Red Cedar Investment Management
Michigan
$7.41M -$1.1M -3,300 -13%
CCB
519
Country Club Bank
Missouri
$7.39M +$10.3K +31 +0.1%
LFAS
520
Level Four Advisory Services
Texas
$7.32M -$208K -628 -3%
MWS
521
Maxwell Wealth Strategies
California
$7.27M -$63.1K -190 -0.9%
ACM
522
Altrius Capital Management
North Carolina
$7.26M -$1.86M -5,599 -20%
NA
523
Navellier & Associates
Nevada
$7.18M -$128K -386 -2%
NEI
524
Northwest & Ethical Investments
Ontario, Canada
$7.16M +$2.62M +7,907 +58%
RIM
525
Reliant Investment Management
Tennessee
$7.14M +$73K +220 +1%
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