ETN icon

Eaton
ETN

Overview Fund Activity

1,804 hedge funds and large institutions have $82.2B invested in Eaton in 2023 Q4 according to their latest regulatory filings, with 260 funds opening new positions, 629 increasing their positions, 662 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,804
Holders Change
+156
Holders Change %
+9.47%
% of All Funds
26.44%
Holding in Top 10
53
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+12.77%
% of All Funds
0.78%
New
260
Increased
629
Reduced
662
Closed
79
Calls
$963M
Puts
$522M
Net Calls
+$441M
Net Calls Change
+$168M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$2.37B
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$610M
3
BlackRock
BlackRock
New York
+$286M
4
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$221M
5
VOYA Investment Management
VOYA Investment Management
Georgia
+$190M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$692M
2
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$246M
3
DZ Bank
DZ Bank
Germany
-$170M
4
Boston Partners
Boston Partners
Massachusetts
-$169M
5
Amundi
Amundi
France
-$131M
Name Holding Trade Value Shares
Change 		Shares
Change %
PAS
601
Park Avenue Securities
New York
$3.07M +$344K +1,430 +13%
LFG
602
Larson Financial Group
Missouri
$3.06M -$186K -771 -6%
BHWM
603
Bar Harbor Wealth Management
New Hampshire
$3.04M +$246K +1,020 +9%
CC
604
Cypress Capital
Tennessee
$3.04M -$19.7K -82 -0.6%
BC
605
Bowman & Company
Wisconsin
$3.03M +$173K +720 +6%
Carson Wealth (CWM LLC)
606
Carson Wealth (CWM LLC)
Nebraska
$3.02M +$66.9K +278 +2%
HIC
607
Holderness Investments Company
North Carolina
$3.01M -$25.3K -105 -0.8%
UCB
608
United Community Bank
South Carolina
$3.01M -$98K -407 -3%
WMA
609
West Michigan Advisors
Michigan
$3.01M +$115K +476 +4%
Nomura Holdings
610
Nomura Holdings
Japan
$3M +$3M +12,448 New
PGA
611
Portland Global Advisors
Maine
$2.98M +$14K +58 +0.5%
BF
612
BOK Financial
Oklahoma
$2.97M +$154K +638 +5%
CC
613
Chicago Capital
Illinois
$2.96M +$2.96M +12,284 New
IAA
614
Independent Advisor Alliance
North Carolina
$2.95M +$294K +1,219 +11%
AWM
615
Affinity Wealth Management
Delaware
$2.95M +$191K +792 +7%
OFG
616
Oxford Financial Group
Indiana
$2.94M +$48.2K +200 +2%
EAM
617
EFG Asset Management
Oregon
$2.93M +$1.49M +6,174 +103%
LD
618
Lipe & Dalton
New York
$2.91M -$72.2K -300 -2%
PHS
619
Pekin Hardy Strauss
Illinois
$2.91M -$30.1K -125 -1%
RCG
620
Resource Consulting Group
Florida
$2.9M +$34K +141 +1%
CAL
621
Capital Analysts LLC
Pennsylvania
$2.9M -$247K -1,026 -8%
PWS
622
Peterson Wealth Services
Utah
$2.89M +$2.89M +11,997 New
ISWM
623
Independent Solutions Wealth Management
New York
$2.87M -$99K -411 -3%
USAA
624
United Services Automobile Association
Texas
$2.87M +$290K +1,203 +11%
WB
625
Webster Bank
Connecticut
$2.86M +$98.5K +409 +4%
23 24
25
26 27