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Eaton
ETN

Overview Fund Activity

1,299 hedge funds and large institutions have $44.3B invested in Eaton in 2021 Q1 according to their latest regulatory filings, with 176 funds opening new positions, 426 increasing their positions, 496 reducing their positions, and 91 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,299
Holders Change
+77
Holders Change %
+6.3%
% of All Funds
22.87%
Holding in Top 10
18
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+20%
% of All Funds
0.32%
New
176
Increased
426
Reduced
496
Closed
91
Calls
$286M
Puts
$123M
Net Calls
+$163M
Net Calls Change
+$12.5M

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
+$365M
2
Bank of America
Bank of America
North Carolina
+$301M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$219M
4
VOYA Investment Management
VOYA Investment Management
Georgia
+$164M
5
Swedbank
Swedbank
Sweden
+$157M

Top Sellers

1
Charles Schwab
Charles Schwab
California
-$545M
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$294M
3
American Century Companies
American Century Companies
Missouri
-$145M
4
CB
Cooke & Bieler
Pennsylvania
-$129M
5
Citadel Advisors
Citadel Advisors
Florida
-$127M
Name Holding Trade Value Shares
Change 		Shares
Change %
JWM
801
Jupiter Wealth Management
Colorado
$580K – – –
DWM
802
Doyle Wealth Management
Florida
$579K +$554 +4 +0.1%
FNBT
803
FineMark National Bank & Trust
Florida
$576K +$18K +130 +3%
BCA
804
Berman Capital Advisors
Georgia
$573K +$29.6K +214 +5%
SIM
805
Sentry Investment Management
Wisconsin
$569K +$569K +4,115 New
IPW
806
Inlet Private Wealth
Florida
$568K +$1.24K +9 +0.2%
PCM
807
Parsons Capital Management
Rhode Island
$567K – – –
FWM
808
Frontier Wealth Management
Missouri
$566K -$12.9K -93 -2%
RCS
809
Retirement Capital Strategies
California
$566K – – –
AT
810
Arden Trust
Delaware
$564K -$20.4K -148 -3%
PNC
811
Park National Corp
Ohio
$563K -$567K -4,108 -50%
SAA
812
Southeast Asset Advisors
Georgia
$563K – – –
CT
813
Cambridge Trust
Massachusetts
$563K +$13.4K +97 +2%
EBT
814
Enterprise Bank & Trust
Massachusetts
$553K – – –
GCP
815
GSA Capital Partners
United Kingdom
$551K +$551K +3,983 New
MFGM
816
Marshall Financial Group (Maryland)
Maryland
$549K +$549K +3,973 New
AIC
817
Archer Investment Corporation
Indiana
$543K – – –
CDH
818
Charles D. Hyman
$542K – – –
RWA
819
Ropes Wealth Advisors
Massachusetts
$541K -$9.47K -65 -2%
AWM
820
Altavista Wealth Management
North Carolina
$540K -$8.43K -61 -2%
EWM
821
Empirical Wealth Management
Washington
$536K +$9.68K +70 +2%
Carson Wealth (CWM LLC)
822
Carson Wealth (CWM LLC)
Nebraska
$534K – – –
PA
823
Parallel Advisors
California
$531K +$9.13K +66 +2%
VCAM
824
Van Cleef Asset Management
Ohio
$529K – – –
WP
825
WealthShield Partners
North Carolina
$526K +$107K +773 +26%
31 32
33
34 35