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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 %
HI
601
Harbour Investments
Wisconsin
$2.49M +$60.1K +282 +2%
BHWM
602
Bar Harbor Wealth Management
New Hampshire
$2.48M +$80.4K +377 +3%
Assenagon Asset Management
603
Assenagon Asset Management
Luxembourg
$2.46M -$17.3M -80,996 -88%
FWP
604
FAS Wealth Partners
Kansas
$2.45M +$72.9K +342 +3%
WB
605
Webster Bank
Connecticut
$2.45M – – –
AWM
606
Affinity Wealth Management
Delaware
$2.45M +$110K +516 +5%
SC
607
Searle & Co
Connecticut
$2.43M – – –
BF
608
BOK Financial
Oklahoma
$2.43M -$923K -4,441 -28%
TPCW
609
TD Private Client Wealth
New York
$2.42M -$335K -1,570 -12%
HH
610
Hilltop Holdings
Texas
$2.42M +$263K +1,235 +12%
PAS
611
Park Avenue Securities
New York
$2.42M -$234K -1,098 -9%
TRIA
612
Trail Ridge Investment Advisors
Colorado
$2.41M +$13.4K +63 +0.6%
AAS
613
Avantax Advisory Services
Texas
$2.4M -$545K -2,555 -19%
SP
614
Symmetry Partners
Connecticut
$2.4M +$426 +2 +0%
Bank of Nova Scotia
615
Bank of Nova Scotia
Ontario, Canada
$2.39M -$90.4K -424 -4%
GF
616
Gries Financial
Ohio
$2.39M -$2.56K -12 -0.1%
AAM
617
Azzad Asset Management
Virginia
$2.39M +$40.3K +189 +2%
VFA
618
Valeo Financial Advisors
Indiana
$2.38M -$44.6K -209 -2%
GRP
619
Global Retirement Partners
California
$2.38M +$59.7K +285 +3%
MOS
620
MGO One Seven
Ohio
$2.37M +$39.7K +186 +2%
PHIMC
621
Private Harbour Investment Management & Counsel
Ohio
$2.37M -$11.1K -52 -0.5%
AWA
622
Aaron Wealth Advisors
Illinois
$2.37M +$15.1K +71 +0.6%
CI
623
Conning Inc
Connecticut
$2.36M -$450K -2,108 -16%
HCCM
624
Hudson Canyon Capital Management
New York
$2.36M – – –
IAA
625
Independent Advisor Alliance
North Carolina
$2.36M +$285K +1,335 +14%
23 24
25
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