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Eaton
ETN

Overview Fund Activity

1,167 hedge funds and large institutions have $31.3B invested in Eaton in 2019 Q4 according to their latest regulatory filings, with 170 funds opening new positions, 362 increasing their positions, 455 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,167
Holders Change
+92
Holders Change %
+8.56%
% of All Funds
23.05%
Holding in Top 10
18
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+125%
% of All Funds
0.36%
New
170
Increased
362
Reduced
455
Closed
59
Calls
$321M
Puts
$229M
Net Calls
+$92.2M
Net Calls Change
+$31.6M

Top Buyers

1
Citadel Advisors
Citadel Advisors
Florida
+$436M
2
FMI
Fiduciary Management Inc
Wisconsin
+$198M
3
UIM
USS Investment Management
United Kingdom
+$163M
4
Goldman Sachs
Goldman Sachs
New York
+$149M
5
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$105M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$490M
2
Lazard Asset Management
Lazard Asset Management
New York
-$287M
3
Boston Partners
Boston Partners
Massachusetts
-$264M
4
Allianz Asset Management
Allianz Asset Management
Germany
-$77.8M
5
DC
Davenport & Co
Virginia
-$63.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
MCA
826
Magnolia Capital Advisors
Mississippi
$350K +$350K +3,704 New
DA
827
Doliver Advisors
Texas
$347K -$43.2K -456 -11%
DA
828
Dillon & Associates
Michigan
$346K – – –
VLC
829
Van Leeuwen & Company
New Jersey
$346K +$346K +3,652 New
BWA
830
BDO Wealth Advisors
Florida
$342K +$8.9K +94 +3%
EP
831
Eudaimonia Partners
Tennessee
$338K +$338K +3,569 New
PCM
832
Parsons Capital Management
Rhode Island
$335K +$2.46K +26 +0.7%
LFASL
833
Lugano Financial Advisors SA (LFA)
Switzerland
$331K +$331K +3,496 New
WBC
834
West Branch Capital
Massachusetts
$330K -$35.9K -379 -10%
PV
835
Private Vista
Illinois
$328K – – –
SCM
836
Shelton Capital Management
Colorado
$325K -$49.1K -518 -13%
RWA
837
Ropes Wealth Advisors
Massachusetts
$325K +$14.2K +150 +5%
AP
838
Advisors Preferred
Maryland
$325K +$325K +3,429 New
PA
839
Probity Advisors
Texas
$324K -$3.98K -42 -1%
WIM
840
Wilen Investment Management
Florida
$321K -$18.9K -200 -6%
RTC
841
Riverview Trust Company
Washington
$319K – – –
CT
842
Cambridge Trust
Massachusetts
$319K +$3.23K +34 +1%
NP
843
NorthRock Partners
Minnesota
$318K -$358K -3,775 -53%
S
844
SignatureFD
Georgia
$318K +$8.43K +89 +3%
AWM
845
Altavista Wealth Management
North Carolina
$318K +$37.9K +400 +14%
CA
846
Calton & Associates
Florida
$318K +$46.9K +495 +17%
OR
847
Olympiad Research
Connecticut
$318K +$318K +3,352 New
CFD
848
Creative Financial Designs
Indiana
$317K +$3.16K +33 +1%
HL
849
HeadInvest LLC
Maine
$315K -$5.02K -53 -2%
PCG
850
Private Capital Group
Connecticut
$313K -$178K -1,876 -36%
32 33
34
35 36