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Eaton
ETN

Overview Fund Activity

1,222 hedge funds and large institutions have $38.4B invested in Eaton in 2020 Q4 according to their latest regulatory filings, with 195 funds opening new positions, 414 increasing their positions, 444 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,222
Holders Change
+119
Holders Change %
+10.79%
% of All Funds
21.68%
Holding in Top 10
15
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.27%
New
195
Increased
414
Reduced
444
Closed
58
Calls
$255M
Puts
$104M
Net Calls
+$151M
Net Calls Change
+$35M

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$273M
2
Lazard Asset Management
Lazard Asset Management
New York
+$93.7M
3
Citadel Advisors
Citadel Advisors
Florida
+$84.3M
4
Adage Capital Partners
Adage Capital Partners
Massachusetts
+$62.7M
5
Charles Schwab
Charles Schwab
California
+$58.8M

Top Sellers

1
Boston Partners
Boston Partners
Massachusetts
-$207M
2
KBC Group
KBC Group
Belgium
-$108M
3
EIP
Easterly Investment Partners
Massachusetts
-$105M
4
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
-$79.8M
5
Russell Investments Group
Russell Investments Group
United Kingdom
-$76.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
MPIA
701
Mountain Pacific Investment Advisers
Idaho
$626K -$24K -200 -4%
GWM
702
Geneos Wealth Management
Colorado
$625K -$8.05K -60 -1%
AWM
703
Altium Wealth Management
New York
$623K +$9.74K +81 +2%
FC
704
FORA Capital
Florida
$623K +$623K +5,187 New
IWA
705
IVC Wealth Advisors
Pennsylvania
$621K +$621K +5,172 New
MBT
706
Montecito Bank & Trust
California
$620K -$20.4K -170 -3%
SDWMA
707
Schneider Downs Wealth Management Advisors
Pennsylvania
$616K +$10.8K +90 +2%
RA
708
RFG Advisory
Alabama
$615K -$177K -1,391 -22%
DIM
709
DC Investments Management
Virginia
$607K – – –
BFA
710
Beacon Financial Advisory
Ohio
$606K +$89.2K +743 +17%
WA
711
Wealth Alliance
New York
$603K +$25.6K +213 +4%
VCA
712
Verdence Capital Advisors
Maryland
$601K -$241K -2,005 -29%
CH
713
Canton Hathaway
Rhode Island
$601K – – –
JAM
714
Jupiter Asset Management
United Kingdom
$600K -$382K -3,181 -39%
CCM
715
CWH Capital Management
Washington
$599K +$227K +1,888 +61%
CFG
716
Cooper Financial Group
California
$596K +$26.1K +217 +5%
EFS
717
Essex Financial Services
Connecticut
$596K +$366K +3,042 +159%
LIM
718
Leavell Investment Management
Alabama
$593K – – –
IIC
719
Ironwood Investment Counsel
Arizona
$590K +$216K +1,802 +58%
SB
720
Sunflower Bank
Texas
$590K +$590K +4,908 New
RFM
721
Royal Fund Management
Florida
$590K +$590K +4,917 New
CG
722
Caprock Group
Idaho
$586K +$21.9K +182 +4%
NB
723
Nicolet Bankshares
Wisconsin
$585K – – –
ACM
724
AlphaStar Capital Management
North Carolina
$584K -$20.3K -165 -3%
PA
725
Profund Advisors
Maryland
$580K +$1.44K +12 +0.2%
27 28
29
30 31