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Eaton
ETN

Overview Fund Activity

1,222 hedge funds and large institutions have $38.4B invested in Eaton in 2020 Q4 according to their latest regulatory filings, with 195 funds opening new positions, 414 increasing their positions, 444 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,222
Holders Change
+119
Holders Change %
+10.79%
% of All Funds
21.68%
Holding in Top 10
15
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.27%
New
195
Increased
414
Reduced
444
Closed
58
Calls
$255M
Puts
$104M
Net Calls
+$151M
Net Calls Change
+$35M

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$273M
2
Lazard Asset Management
Lazard Asset Management
New York
+$93.7M
3
Citadel Advisors
Citadel Advisors
Florida
+$84.3M
4
Adage Capital Partners
Adage Capital Partners
Massachusetts
+$62.7M
5
Charles Schwab
Charles Schwab
California
+$58.8M

Top Sellers

1
Boston Partners
Boston Partners
Massachusetts
-$207M
2
KBC Group
KBC Group
Belgium
-$108M
3
EIP
Easterly Investment Partners
Massachusetts
-$105M
4
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
-$79.8M
5
Russell Investments Group
Russell Investments Group
United Kingdom
-$76.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
DA
801
Dillon & Associates
Michigan
$437K – – –
SWA
802
SFMG Wealth Advisors
Texas
$436K +$436K +3,625 New
CIA
803
Citadel Investment Advisory
Ohio
$428K +$428K +3,559 New
MAM
804
Meeder Asset Management
Ohio
$426K -$4.06M -33,825 -91%
HIM
805
Hotaling Investment Management
Pennsylvania
$426K +$76.2K +635 +22%
MIC
806
Means Investment Company
Maine
$426K +$161K +1,307 +61%
GDP
807
Great Diamond Partners
Maine
$422K +$65.2K +543 +18%
CT
808
Coastline Trust
Rhode Island
$421K -$827K -6,895 -66%
EP
809
Eudaimonia Partners
Tennessee
$421K -$2.16K -18 -0.5%
OPS
810
Orion Portfolio Solutions
Nebraska
$419K +$32.5K +270 +8%
AWM
811
Avior Wealth Management
Nebraska
$418K -$225K -1,878 -35%
FC
812
Fulcrum Capital
Washington
$417K +$417K +3,472 New
MCA
813
Magnolia Capital Advisors
Mississippi
$416K +$120 +1 +0%
CPO
814
Cerity Partners OCIO
New York
$414K -$1.08K -9 -0.3%
RSWM
815
Robertson Stephens Wealth Management
California
$414K – – –
Rafferty Asset Management
816
Rafferty Asset Management
New York
$414K +$46.2K +384 +13%
Fisher Asset Management
817
Fisher Asset Management
Washington
$412K +$120 +1 +0%
WI
818
Wedgewood Investors
Pennsylvania
$411K – – –
NAM
819
NorthCoast Asset Management
Connecticut
$408K +$39K +324 +11%
GJIC
820
Gamble Jones Investment Counsel
California
$406K +$1.32K +11 +0.3%
MYIA
821
Mount Yale Investment Advisors
Colorado
$405K -$125K -1,044 -24%
RIM
822
Regent Investment Management
Kentucky
$405K -$38.4K -320 -9%
HT
823
Heritage Trust
Oklahoma
$405K -$29.1K -242 -7%
RTC
824
Riverview Trust Company
Washington
$405K – – –
GRP
825
Global Retirement Partners
California
$404K +$118K +984 +41%
31 32
33
34 35