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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 %
DTL
826
Dynamic Technology Lab
Singapore
$524K +$524K +3,792 New
ECM
827
Evergreen Capital Management
Washington
$523K -$2.36M -17,050 -82%
AFG
828
Allegheny Financial Group
Pennsylvania
$521K -$3.87K -28 -0.7%
CPO
829
Cerity Partners OCIO
New York
$521K +$44.8K +324 +9%
NIM
830
NuWave Investment Management
New Jersey
$521K +$521K +3,768 New
FNBTCON
831
First National Bank & Trust Co of Newtown
Pennsylvania
$520K – – –
IRC
832
Investors Research Corp
Georgia
$512K -$27.7K -200 -5%
FPS
833
Fieldpoint Private Securities
Connecticut
$511K -$70.6K -510 -12%
BIA
834
Bigelow Investment Advisors
Maine
$511K +$90.1K +652 +21%
DA
835
Dillon & Associates
Michigan
$503K – – –
OPOWM
836
One Plus One Wealth Management
Florida
$501K +$501K +3,623 New
MW
837
Marcum Wealth
Ohio
$497K -$122K -880 -20%
HIM
838
Hotaling Investment Management
Pennsylvania
$496K +$5.12K +37 +1%
CA
839
Capital Advantage
California
$496K +$72.5K +524 +17%
GDP
840
Great Diamond Partners
Maine
$495K +$9.8K +71 +2%
WSTAM
841
Wilbanks Smith & Thomas Asset Management
Virginia
$495K +$495K +3,577 New
AWP
842
Abacus Wealth Partners
California
$494K -$9.96K -72 -2%
CIA
843
Citadel Investment Advisory
Ohio
$492K – – –
JIP
844
Jaffetilchin Investment Partners
Florida
$491K +$491K +3,554 New
IWM
845
IHT Wealth Management
Illinois
$490K +$490K +3,545 New
RSWM
846
Robertson Stephens Wealth Management
California
$488K +$11.9K +86 +2%
Fayez Sarofim & Co
847
Fayez Sarofim & Co
Texas
$487K +$43K +311 +10%
AssetMark Inc
848
AssetMark Inc
California
$486K -$40.1K -290 -8%
CFFP
849
Center for Financial Planning
Michigan
$481K +$58.9K +426 +14%
MIC
850
Means Investment Company
Maine
$479K +$1.8K +13 +0.4%
32 33
34
35 36