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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 %
AWM
526
Apollon Wealth Management
South Carolina
$3.12M +$1.23M +6,094 +65%
SP
527
SWS Partners
Ohio
$3.12M +$264K +1,314 +9%
CCT
528
Capital City Trust
Florida
$3.11M -$75.6K -376 -2%
MIM
529
Marco Investment Management
Georgia
$3.11M -$317K -1,578 -9%
LCS
530
Levin Capital Strategies
New York
$3.08M – – –
SC
531
Sawyer & Company
Massachusetts
$3.06M -$544K -2,703 -15%
MPPLM
532
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$3.06M +$209K +1,041 +7%
Balyasny Asset Management
533
Balyasny Asset Management
Illinois
$3.02M +$2.67M +13,284 +772%
ACM
534
Advent Capital Management
New York
$3.02M +$3.02M +15,000 New
WA
535
Wambolt & Associates
Colorado
$3.02M +$16.9K +84 +0.6%
EWA
536
EP Wealth Advisors
California
$2.99M +$1.28M +16,723 +75%
SLI
537
Sumitomo Life Insurance
Japan
$2.99M +$369K +1,836 +14%
FCH
538
Freestone Capital Holdings
Washington
$2.99M +$52.9K +263 +2%
ACM
539
AlphaStar Capital Management
North Carolina
$2.93M +$1.41M +7,026 +93%
SCM
540
Shelton Capital Management
Colorado
$2.9M +$2.18M +10,863 +306%
BCM
541
Brasada Capital Management
Texas
$2.88M +$1.96M +9,739 +213%
KRSITF
542
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$2.88M +$31.8K +158 +1%
SA
543
Strategic Advisors
New York
$2.87M +$10.3K +51 +0.4%
AWS
544
Atria Wealth Solutions
New York
$2.83M -$54.3K -270 -2%
SSA
545
South Street Advisors
New York
$2.83M – – –
SCA
546
Snowden Capital Advisors
New York
$2.82M -$793K -3,943 -22%
BIP
547
Bouvel Investment Partners
Pennsylvania
$2.81M +$2.81M +13,979 New
TCM
548
Tandem Capital Management
New Jersey
$2.8M +$46.3K +230 +2%
CAL
549
Capital Analysts LLC
Pennsylvania
$2.8M +$13.9K +69 +0.5%
LNWWM
550
Laird Norton Wetherby Wealth Management
California
$2.79M -$13.9K -69 -0.5%
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