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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 %
EMG
851
Ellington Management Group
Connecticut
$313K +$313K +3,300 New
Fayez Sarofim & Co
852
Fayez Sarofim & Co
Texas
$312K – – –
PL
853
Perpetual Ltd
Australia
$312K – – –
SFS
854
Sowell Financial Services
Arkansas
$310K +$160K +1,690 +107%
FA
855
Faithward Advisors
Pennsylvania
$310K +$310K +3,271 New
ISWM
856
Independent Solutions Wealth Management
New York
$309K +$309K +3,259 New
DBIA
857
Dumont & Blake Investment Advisors
New Jersey
$308K – – –
KWMG
858
King Wealth Management Group
Florida
$308K – – –
PFBT
859
Parkside Financial Bank & Trust
Missouri
$307K -$33K -349 -10%
ZIC
860
ZWJ Investment Counsel
Georgia
$307K +$307K +3,245 New
IWS
861
Insight Wealth Strategies
California
$306K +$306K +3,228 New
AWA
862
ARS Wealth Advisors
Florida
$305K -$22.4K -236 -7%
KF
863
Krilogy Financial
Missouri
$300K +$662 +7 +0.2%
Cetera Investment Advisers
864
Cetera Investment Advisers
Illinois
$297K +$297K +3,142 New
MA
865
MONECO Advisors
Connecticut
$295K +$479 +5 +0.2%
WCM
866
Weld Capital Management
New York
$295K +$295K +3,118 New
ITIM
867
Indiana Trust & Investment Management
Indiana
$292K -$33.6K -355 -10%
PCM
868
Princeton Capital Management
New Jersey
$292K -$8.15K -80 -3%
PIA
869
Pinion Investment Advisors
Kansas
$292K +$757 +8 +0.3%
CA
870
Capital Advantage
California
$290K +$3.29K +34 +1%
PPP
871
Private Portfolio Partners
New Jersey
$289K +$3.89K +41 +1%
BHWM
872
Bar Harbor Wealth Management
New Hampshire
$286K – – –
FB
873
Fulton Bank
Pennsylvania
$285K -$190K -2,014 -40%
YIA
874
YHB Investment Advisors
Connecticut
$282K +$4.84K +51 +2%
SIA
875
Strategic Investment Advisors
Michigan
$281K +$26.1K +275 +10%
33 34
35
36 37