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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 %
PHIMC
601
Private Harbour Investment Management & Counsel
Ohio
$2.25M -$2.01K -10 -0.1%
FWP
602
FAS Wealth Partners
Kansas
$2.24M +$218K +1,085 +11%
GRP
603
Global Retirement Partners
California
$2.23M -$109K -542 -5%
HCCM
604
Hudson Canyon Capital Management
New York
$2.22M -$72.8K -362 -3%
AWA
605
Aaron Wealth Advisors
Illinois
$2.22M +$27.1K +135 +1%
AAM
606
Azzad Asset Management
Virginia
$2.22M +$51.7K +257 +2%
SBH
607
Segall Bryant & Hamill
Illinois
$2.21M -$235K -1,168 -10%
AWM
608
Affinity Wealth Management
Delaware
$2.2M +$2.2M +10,949 New
DJSG
609
D.J. St. Germain
Massachusetts
$2.2M +$2.2M +10,949 New
MOS
610
MGO One Seven
Ohio
$2.2M -$128K -638 -6%
Carson Wealth (CWM LLC)
611
Carson Wealth (CWM LLC)
Nebraska
$2.2M +$113K +560 +5%
DA
612
Dover Advisors
Virginia
$2.17M -$62.5K -311 -3%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
613
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$2.17M -$545K -2,712 -20%
PL
614
Perpetual Ltd
Australia
$2.13M +$270K +1,343 +15%
TRCT
615
Tower Research Capital (TRC)
New York
$2.13M +$106K +525 +5%
PPWP
616
Proquility Private Wealth Partners
Nevada
$2.13M -$45.9K -228 -2%
QCM
617
Quantinno Capital Management
New York
$2.12M +$199K +992 +10%
BFIM
618
Beese Fulmer Investment Management
Ohio
$2.12M -$10.1K -50 -0.5%
JGCM
619
Joseph Group Capital Management
Ohio
$2.12M -$15.1K -75 -0.7%
LWCA
620
Locust Wood Capital Advisers
New York
$2.11M – – –
WWM
621
Western Wealth Management
Colorado
$2.1M +$48.1K +239 +2%
MAS
622
Meeder Advisory Services
Ohio
$2.1M -$4.02K -20 -0.2%
HA
623
Herold Advisors
New York
$2.09M +$203K +1,009 +11%
FMB
624
Field & Main Bank
Kentucky
$2.09M -$6.03K -30 -0.3%
CWS
625
Confluence Wealth Services
Pennsylvania
$2.09M -$33K -164 -2%
23 24
25
26 27