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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 %
PI
776
PFG Investments
New York
$1.18M +$8.45K +42 +0.7%
WI
777
Wahed Invest
New York
$1.17M +$150K +747 +15%
GWM
778
GDS Wealth Management
Texas
$1.16M -$66.8K -332 -5%
SIA
779
Schechter Investment Advisors
Michigan
$1.16M -$28.4K -141 -2%
CFA
780
Capstone Financial Advisors
Illinois
$1.14M +$529K +2,629 +87%
Verition Fund Management
781
Verition Fund Management
Connecticut
$1.13M +$567K +2,820 +100%
HI
782
Horizon Investments
North Carolina
$1.13M +$100K +500 +10%
PI
783
PFS Investments
Georgia
$1.13M +$100K +499 +10%
FCCM
784
First City Capital Management
Georgia
$1.12M -$94.1K -468 -8%
PA
785
Procyon Advisors
Connecticut
$1.12M -$4.02K -20 -0.4%
SWM
786
Spire Wealth Management
Virginia
$1.12M +$40.4K +201 +4%
FWIA
787
Fort Washington Investment Advisors
Ohio
$1.11M -$39.8M -198,157 -97%
IWM
788
IHT Wealth Management
Illinois
$1.11M +$194K +964 +21%
EP
789
Eudaimonia Partners
Tennessee
$1.1M -$307K -1,525 -22%
CCWM
790
Cassaday & Co Wealth Management
Virginia
$1.1M -$20.7K -103 -2%
ST
791
Smithfield Trust
Pennsylvania
$1.09M – – –
EAM
792
EFG Asset Management
Oregon
$1.09M +$1.09M +5,410 New
IFS
793
Ifrah Financial Services
Arkansas
$1.08M -$14.3K -71 -1%
KLC
794
Knowledge Leaders Capital
Colorado
$1.07M -$508K -2,524 -32%
SBIA
795
Sheaff Brock Investment Advisors
Indiana
$1.07M -$20.1K -100 -2%
FI
796
Financial Insights
Washington
$1.07M +$351K +1,746 +49%
RDWM
797
Red Door Wealth Management
Tennessee
$1.07M +$1.07M +5,312 New
Bank Julius Baer & Co
798
Bank Julius Baer & Co
Switzerland
$1.07M -$90.3K -449 -8%
CH
799
Canton Hathaway
Rhode Island
$1.07M – – –
ADIM
800
Alpha DNA Investment Management
Maryland
$1.04M +$1.04M +5,195 New
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