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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 %
MYIA
701
Mount Yale Investment Advisors
Colorado
$826K +$360K +2,604 +77%
IFS
702
Ifrah Financial Services
Arkansas
$824K -$37.9K -274 -4%
FB
703
Fulton Bank
Pennsylvania
$823K -$639K -4,622 -44%
FTDI
704
First Trust Direct Indexing
Massachusetts
$822K +$53.4K +386 +7%
SMC
705
Smith, Moore & Co
Missouri
$821K -$37.7K -273 -4%
TCM
706
Twin Capital Management
Pennsylvania
$812K -$115K -830 -12%
ATPW
707
Ashton Thomas Private Wealth
Arizona
$812K +$23.4K +169 +3%
VAS
708
Vestmark Advisory Solutions
Massachusetts
$801K -$219K -1,584 -21%
HL
709
HeadInvest LLC
Maine
$798K +$206K +1,490 +35%
WSCM
710
Wellington Shields Capital Management
New York
$797K – – –
PP
711
PDS Planning
Ohio
$797K +$34K +246 +4%
IAIM
712
International Assets Investment Management
Florida
$792K +$365K +2,840 +86%
WDL
713
Well Done LLC
Michigan
$791K +$31.1K +225 +4%
RWM
714
Ritholtz Wealth Management
New York
$791K +$331K +2,396 +72%
GRP
715
Global Retirement Partners
California
$790K +$324K +2,346 +70%
MBT
716
Montecito Bank & Trust
California
$787K +$74.5K +539 +10%
AAS
717
Avantax Advisory Services
Texas
$782K +$114K +826 +17%
BBA
718
BLB&B Advisors
Pennsylvania
$772K -$76.2K -551 -9%
FPF
719
First Pacific Financial
Washington
$770K +$38.9K +281 +5%
CIBC World Market
720
CIBC World Market
Ontario, Canada
$757K -$3.1M -22,388 -80%
ABTD
721
Arvest Bank Trust Division
Oklahoma
$757K +$157K +1,132 +26%
ADL
722
Asset Dedication LLC
California
$754K -$191K -1,380 -20%
VWM
723
Valley Wealth Managers
New Jersey
$751K -$58.7K -425 -7%
EM
724
Excalibur Management
Massachusetts
$747K – – –
CCA
725
Cobblestone Capital Advisors
New York
$746K +$9.67K +70 +1%
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