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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 %
AAS
551
Avantax Advisory Services
Texas
$2.78M +$659K +3,279 +31%
PGFC
552
Peapack-Gladstone Financial Corp
New Jersey
$2.77M +$37K +184 +1%
SCA
553
St. Clair Advisors
Ohio
$2.75M +$139K +693 +5%
BIM
554
Bridges Investment Management
Nebraska
$2.74M -$633K -3,150 -19%
TCOT
555
Trust Company of Toledo
Ohio
$2.74M -$340K -1,689 -11%
TCA
556
Transcend Capital Advisors
New Jersey
$2.72M +$498K +2,478 +22%
Wealth Enhancement Advisory Services
557
Wealth Enhancement Advisory Services
Minnesota
$2.71M -$572K -2,844 -17%
NHT
558
New Hampshire Trust
New Hampshire
$2.71M +$43.8K +218 +2%
LFG
559
Larson Financial Group
Missouri
$2.68M +$2.21K +11 +0.1%
OFG
560
Oxford Financial Group
Indiana
$2.66M +$65.8K +327 +3%
CI
561
Conning Inc
Connecticut
$2.65M -$122K -606 -4%
TPCW
562
TD Private Client Wealth
New York
$2.6M -$1.08M -5,364 -29%
SEM
563
Suncoast Equity Management
Florida
$2.59M +$948K +4,716 +58%
CC
564
Cypress Capital
Tennessee
$2.58M +$68.2K +339 +3%
V
565
Veritable
Delaware
$2.57M -$269K -1,340 -9%
TNBTD
566
Trustmark National Bank Trust Department
Mississippi
$2.57M -$487K -2,420 -16%
HIC
567
Holderness Investments Company
North Carolina
$2.55M – – –
BB
568
Busey Bank
Illinois
$2.52M -$10.3K -51 -0.4%
JWCA
569
J.W. Coons Advisors
Ohio
$2.52M +$7.04K +35 +0.3%
LD
570
Lipe & Dalton
New York
$2.51M -$103K -510 -4%
PAS
571
Park Avenue Securities
New York
$2.5M -$3.82K -19 -0.2%
PHS
572
Pekin Hardy Strauss
Illinois
$2.48M -$60.3K -300 -2%
ISWM
573
Independent Solutions Wealth Management
New York
$2.48M +$38.2K +190 +2%
PGA
574
Portland Global Advisors
Maine
$2.45M +$11.7K +58 +0.5%
EWM
575
Endurance Wealth Management
Rhode Island
$2.45M – – –
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