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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 %
NB
801
Northwest Bancshares
Pennsylvania
$1.04M -$62.9K -313 -6%
FMAEN1
802
Fund Management at Engine No 1
California
$1.04M +$74K +368 +8%
FCP
803
Fidelis Capital Partners
Florida
$1.04M -$12.9K -64 -1%
GFS
804
GYL Financial Synergies
Connecticut
$1.04M +$1.04M +5,157 New
CFO
805
Callan Family Office
Pennsylvania
$1.04M -$4.83K -24 -0.5%
WSTAM
806
Wilbanks Smith & Thomas Asset Management
Virginia
$1.03M -$335K -1,667 -24%
MC
807
Matisse Capital
Oregon
$1.03M – – –
RWM
808
Ritholtz Wealth Management
New York
$1.03M -$59.9K -298 -5%
EM
809
Excalibur Management
Massachusetts
$1.03M – – –
CW
810
CreativeOne Wealth
Kansas
$1.03M +$72.2K +359 +8%
FCB
811
First County Bank
Connecticut
$1.03M +$57.5K +286 +6%
TP
812
Tranquility Partners
Tennessee
$1.03M +$136K +675 +15%
SWA
813
SFMG Wealth Advisors
Texas
$1.03M +$1.61K +8 +0.2%
OIA
814
Optimum Investment Advisors
Illinois
$1.03M – – –
CIA
815
Capital Investment Advisors
Georgia
$1.02M -$43.6K -217 -4%
TYCC
816
Texas Yale Capital Corp
Florida
$1.02M – – –
PPC
817
Park Place Capital
Alabama
$1.02M +$475K +2,360 +87%
CA
818
Claro Advisors
Massachusetts
$1.02M +$1.02M +5,078 New
LCGC
819
Legacy Capital Group California
California
$1.02M +$26.1K +130 +3%
PCM
820
Penserra Capital Management
California
$1.02M +$586K +2,922 +136%
PF
821
Phoenix Financial
Israel
$1.01M +$331K +1,670 +49%
CCA
822
Checchi Capital Advisers
California
$1.01M +$43K +214 +4%
GBT
823
Grove Bank & Trust
Florida
$1M -$11.9K -59 -1%
PI
824
PGGM Investments
Netherlands
$1M -$113K -560 -10%
BFS
825
Bradley Foster & Sargent
Connecticut
$999K +$319K +1,587 +47%
31 32
33
34 35