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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 %
FHA
726
First Horizon Advisors
Tennessee
$1.42M -$81.9K -407 -5%
PCM
727
Parsons Capital Management
Rhode Island
$1.42M +$144K +715 +11%
CPA
728
Court Place Advisors
Maryland
$1.42M -$70.4K -350 -5%
WANY
729
Wealthspire Advisors (New York)
New York
$1.41M -$7.24K -36 -0.5%
BS
730
Bessemer Securities
New York
$1.4M -$1.16M -5,750 -45%
FNBT
731
FineMark National Bank & Trust
Florida
$1.39M +$541K +2,690 +64%
EFMC
732
Empire Financial Management Company
New York
$1.38M -$170K -844 -11%
MNBTD
733
Moody National Bank Trust Division
Texas
$1.37M -$7.04K -35 -0.5%
ADL
734
Asset Dedication LLC
California
$1.36M -$107K -535 -7%
SAM
735
Sawgrass Asset Management
Florida
$1.35M -$24.9K -124 -2%
ECG
736
Edge Capital Group
Georgia
$1.34M +$98.5K +490 +8%
SIAG
737
Signet Investment Advisory Group
Rhode Island
$1.33M -$50.3K -250 -4%
ECM
738
Evergreen Capital Management
Washington
$1.33M +$110K +547 +9%
LOIP
739
Live Oak Investment Partners
Texas
$1.33M -$1.15M – –
LC
740
LCNB Corp
Ohio
$1.32M -$10.1K -50 -0.8%
JCM
741
Jacobi Capital Management
Pennsylvania
$1.32M +$269K +1,338 +26%
ERIC
742
Eagle Rock Investment Company
Georgia
$1.32M – – –
SWM
743
SeaCrest Wealth Management
New York
$1.31M +$9.45K +47 +0.7%
AA
744
ALPS Advisors
Colorado
$1.31M -$38.8K -193 -3%
MBT
745
Montecito Bank & Trust
California
$1.31M +$201 +1 +0%
SIAP
746
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$1.31M -$6.03K -30 -0.5%
PWP
747
Principle Wealth Partners
Connecticut
$1.3M -$45.2K -225 -3%
SIC
748
Samalin Investment Counsel
New York
$1.3M +$3.22K +16 +0.2%
DWM
749
Darwin Wealth Management
Florida
$1.3M – – –
GT
750
Glenview Trust
Kentucky
$1.3M +$91.1K +453 +8%
28 29
30
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