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Eaton
ETN

Overview Fund Activity

1,615 hedge funds and large institutions have $66.2B invested in Eaton in 2023 Q2 according to their latest regulatory filings, with 185 funds opening new positions, 549 increasing their positions, 624 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,615
Holders Change
+96
Holders Change %
+6.32%
% of All Funds
25.47%
Holding in Top 10
41
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+41.38%
% of All Funds
0.65%
New
185
Increased
549
Reduced
624
Closed
80
Calls
$790M
Puts
$484M
Net Calls
+$306M
Net Calls Change
+$99.6M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$920M
2
Coatue Management
Coatue Management
New York
+$358M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$142M
4
Invesco
Invesco
Georgia
+$140M
5
CET
Clean Energy Transition
United Kingdom
+$130M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$664M
2
JPMPWA
J.P. Morgan Private Wealth Advisors
California
-$373M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$134M
4
Wellington Management Group
Wellington Management Group
Massachusetts
-$124M
5
ClearBridge Investments
ClearBridge Investments
New York
-$115M
Name Holding Trade Value Shares
Change 		Shares
Change %
TW
701
TrinityPoint Wealth
Connecticut
$1.54M +$61.5K +306 +4%
CG
702
Cutler Group
California
$1.53M +$1.53M +7,631 New
BC
703
Burney Company
Virginia
$1.53M +$26.7K +133 +2%
DT
704
Diversified Trust
Tennessee
$1.53M +$132K +654 +9%
1IA
705
1620 Investment Advisors
Massachusetts
$1.52M -$26.1K -130 -2%
DBRC
706
D.B. Root & Company
Pennsylvania
$1.52M +$12.7K +63 +0.8%
FTWA
707
Fifth Third Wealth Advisors
Ohio
$1.51M +$1.21M +6,003 +394%
FRA
708
Front Row Advisors
California
$1.5M +$22.9K +114 +2%
NLGIA
709
Nippon Life Global Investors Americas
New York
$1.49M – – –
BOH
710
Bank of Hawaii
Hawaii
$1.49M -$319K -1,587 -18%
PWS
711
Peterson Wealth Services
Utah
$1.49M +$14.9K +74 +1%
SIC
712
Salem Investment Counselors
North Carolina
$1.48M -$47.3K -235 -3%
CLOS
713
Compagnie Lombard Odier SCmA
Switzerland
$1.47M +$581K +2,887 +65%
CG
714
Caprock Group
Idaho
$1.47M +$45.1K +224 +3%
CIC
715
Cornercap Investment Counsel
Georgia
$1.46M -$83.9K -417 -5%
SCM
716
Silvant Capital Management
Georgia
$1.46M +$508K +2,524 +53%
IWC
717
Integrated Wealth Concepts
Massachusetts
$1.46M +$159K +792 +12%
SC
718
Scotia Capital
Ontario, Canada
$1.46M +$382K +1,901 +36%
IFWM
719
Institute for Wealth Management
Colorado
$1.45M +$201 +1 +0%
TIA
720
Trust Investment Advisors
Indiana
$1.44M -$267K -1,328 -16%
PTC
721
Private Trust Company
Ohio
$1.44M +$22.1K +110 +2%
JIC
722
Johnson Investment Counsel
Ohio
$1.44M +$48.3K +240 +3%
VIM
723
Vinva Investment Management
Australia
$1.43M -$1.04M -5,220 -42%
RC
724
Roundview Capital
New Jersey
$1.43M +$804 +4 +0.1%
CCM
725
Coldstream Capital Management
Washington
$1.42M -$2.01K -10 -0.1%
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