ETN icon

Eaton
ETN

Overview Fund Activity

1,299 hedge funds and large institutions have $44.3B invested in Eaton in 2021 Q1 according to their latest regulatory filings, with 176 funds opening new positions, 426 increasing their positions, 496 reducing their positions, and 91 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,299
Holders Change
+77
Holders Change %
+6.3%
% of All Funds
22.87%
Holding in Top 10
18
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+20%
% of All Funds
0.32%
New
176
Increased
426
Reduced
496
Closed
91
Calls
$286M
Puts
$123M
Net Calls
+$163M
Net Calls Change
+$12.5M

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
+$365M
2
Bank of America
Bank of America
North Carolina
+$301M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$219M
4
VOYA Investment Management
VOYA Investment Management
Georgia
+$164M
5
Swedbank
Swedbank
Sweden
+$157M

Top Sellers

1
Charles Schwab
Charles Schwab
California
-$545M
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$294M
3
American Century Companies
American Century Companies
Missouri
-$145M
4
CB
Cooke & Bieler
Pennsylvania
-$129M
5
Citadel Advisors
Citadel Advisors
Florida
-$127M
Name Holding Trade Value Shares
Change 		Shares
Change %
SW
651
SVB Wealth
Massachusetts
$990K +$64.6K +467 +7%
CS
652
Comerica Securities
Michigan
$980K -$38.4K -278 -4%
CFA
653
Carroll Financial Associates
North Carolina
$969K +$1.11K +8 +0.1%
OF
654
Outfitter Financial
Maine
$968K – – –
B
655
Barings
North Carolina
$965K -$81.7K -590 -8%
SIC
656
Salem Investment Counselors
North Carolina
$963K +$81.6K +590 +9%
AF
657
Allworth Financial
California
$962K +$925K +6,691 +2,497%
VVP
658
Venture Visionary Partners
Ohio
$961K +$70.9K +513 +8%
FCCM
659
First City Capital Management
Georgia
$960K -$5.03K -35 -0.5%
OIA
660
Optimum Investment Advisors
Illinois
$955K – – –
RC
661
Roundview Capital
New Jersey
$955K – – –
CBT
662
CoreFirst Bank & Trust
Kansas
$953K – – –
Rafferty Asset Management
663
Rafferty Asset Management
New York
$951K +$475K +3,434 +100%
CS
664
Capital Square
Tennessee
$947K -$22.7K -162 -2%
TW
665
TrinityPoint Wealth
Connecticut
$943K +$943K +6,820 New
NB
666
Northwest Bancshares
Pennsylvania
$941K -$17K -123 -2%
Luther King Capital Management (LKCM)
667
Luther King Capital Management (LKCM)
Texas
$937K -$143K -1,032 -13%
DBRC
668
D.B. Root & Company
Pennsylvania
$936K +$52K +376 +6%
UFF
669
USA Financial Formulas
Michigan
$932K -$94.3K -682 -9%
EWM
670
Evermay Wealth Management
Virginia
$932K -$45.6K -330 -5%
SWM
671
SeaCrest Wealth Management
New York
$930K +$9.12K +66 +1%
PFC
672
Phocas Financial Corp
California
$929K +$929K +6,715 New
SFA
673
Sequoia Financial Advisors
Ohio
$918K -$82K -593 -8%
CFN
674
Cordasco Financial Network
Florida
$916K – – –
OQS
675
Occudo Quantitative Strategies
Florida
$902K +$902K +6,526 New
25 26
27
28 29