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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 %
HWM
651
HB Wealth Management
Georgia
$2.1M +$164K +767 +8%
GI
652
GAMCO Investors
Connecticut
$2.09M +$2.09M +9,778 New
AA
653
Apriem Advisors
California
$2.08M -$10.7K -50 -0.5%
RWP
654
RWA Wealth Partners
Massachusetts
$2.07M -$2.7M -12,674 -57%
JGCM
655
Joseph Group Capital Management
Ohio
$2.06M -$184K -863 -8%
CNBT
656
Canandaigua National Bank & Trust
New York
$2.06M -$33.7K -158 -2%
WANY
657
Wealthspire Advisors (New York)
New York
$2.06M +$558K +2,618 +37%
WWM
658
Western Wealth Management
Colorado
$2.05M -$169K -794 -8%
LB
659
Legacy Bridge
Iowa
$2.05M -$22.4K -105 -1%
OHWP
660
Oak Harbor Wealth Partners
North Carolina
$2.05M +$5.12K +24 +0.3%
RFA
661
Resurgent Financial Advisors
Georgia
$2.04M -$77K -361 -4%
IB
662
Intrust Bank
Kansas
$2.02M -$1.49K -7 -0.1%
FMTCOCP
663
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$2.02M -$181K -850 -8%
CD
664
Chapin Davis
Maryland
$2.01M +$2.01M +9,436 New
PP
665
PDT Partners
New York
$2M – – –
CCG
666
Cypress Capital Group
Florida
$2M -$74.2K -348 -4%
OPTFSNA
667
Old Point Trust & Financial Services N A
Virginia
$2M +$76.8K +360 +4%
MAS
668
Meeder Advisory Services
Ohio
$1.99M -$232K -1,088 -10%
FTDI
669
First Trust Direct Indexing
Massachusetts
$1.99M -$33.1K -155 -2%
CIA
670
Cascade Investment Advisors
Oregon
$1.98M -$2.13K -10 -0.1%
PL
671
Perpetual Ltd
Australia
$1.98M -$279K -1,310 -12%
AMIM
672
Aull & Monroe Investment Management
Alabama
$1.98M -$21.3K -100 -1%
BFA
673
Bill Few Associates
Pennsylvania
$1.97M +$60.8K +285 +3%
Arrowstreet Capital
674
Arrowstreet Capital
Massachusetts
$1.96M -$15.8M -74,131 -89%
LWP
675
LMG Wealth Partners
Louisiana
$1.93M -$3.84K -18 -0.2%
25 26
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