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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 %
AAS
726
Ameritas Advisory Services
Nebraska
$1.54M +$1.32M +6,483 +579%
SDWMA
727
Schneider Downs Wealth Management Advisors
Pennsylvania
$1.54M +$719K +3,370 +88%
IWC
728
Integrated Wealth Concepts
Massachusetts
$1.54M -$11.9K -56 -0.8%
CIC
729
Cornercap Investment Counsel
Georgia
$1.54M -$17.3K -81 -1%
IFWM
730
Institute for Wealth Management
Colorado
$1.53M -$2.13K -10 -0.1%
RL
731
Retireful LLC
Michigan
$1.52M +$1.52M +7,150 New
RC
732
Roundview Capital
New Jersey
$1.52M +$7.68K +36 +0.5%
SWM
733
SeaCrest Wealth Management
New York
$1.52M +$126K +592 +9%
TW
734
TrinityPoint Wealth
Connecticut
$1.51M -$114K -536 -7%
CCM
735
Coldstream Capital Management
Washington
$1.5M -$1.92K -9 -0.1%
CPA
736
Court Place Advisors
Maryland
$1.5M – – –
ADL
737
Asset Dedication LLC
California
$1.49M +$47K +221 +3%
CG
738
Caprock Group
Idaho
$1.48M -$74.7K -350 -5%
AA
739
Altman Advisors
Illinois
$1.48M +$1.48M +6,923 New
ACM
740
Aquatic Capital Management
Illinois
$1.47M +$1.47M +6,900 New
SAM
741
Sawgrass Asset Management
Florida
$1.47M +$38K +178 +3%
FHA
742
First Horizon Advisors
Tennessee
$1.47M -$34.8K -163 -2%
FNBT
743
FineMark National Bank & Trust
Florida
$1.45M -$20.7K -97 -1%
CAC
744
Core Alternative Capital
Georgia
$1.45M +$632K +2,964 +77%
TIA
745
Trust Investment Advisors
Indiana
$1.45M -$78.1K -366 -5%
TA
746
TCM Advisors
West Virginia
$1.45M -$1.57M – –
DWA
747
Dorsey Wright & Associates
California
$1.45M +$1.45M +6,783 New
CA
748
CoreCap Advisors
Michigan
$1.44M +$75.1K +352 +6%
KWA
749
Kingswood Wealth Advisors
California
$1.43M +$312K +859 +28%
HP
750
Hartree Partners
New York
$1.43M +$1.43M +6,700 New
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