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Eaton
ETN

Overview Fund Activity

1,648 hedge funds and large institutions have $70.6B invested in Eaton in 2023 Q3 according to their latest regulatory filings, with 142 funds opening new positions, 557 increasing their positions, 665 reducing their positions, and 86 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,648
Holders Change
+33
Holders Change %
+2.04%
% of All Funds
26.28%
Holding in Top 10
47
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+14.63%
% of All Funds
0.75%
New
142
Increased
557
Reduced
665
Closed
86
Calls
$839M
Puts
$566M
Net Calls
+$273M
Net Calls Change
-$33.3M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$1.12B
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$696M
3
Coatue Management
Coatue Management
New York
+$429M
4
JPMPWA
J.P. Morgan Private Wealth Advisors
California
+$341M
5
Janus Henderson Group
Janus Henderson Group
United Kingdom
+$164M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$1.1B
2
Boston Partners
Boston Partners
Massachusetts
-$219M
3
Wellington Management Group
Wellington Management Group
Massachusetts
-$207M
4
BlackRock
BlackRock
New York
-$163M
5
Morgan Stanley
Morgan Stanley
New York
-$122M
Name Holding Trade Value Shares
Change 		Shares
Change %
TPW
851
Transatlantique Private Wealth
New York
$1.04M -$6.61K -31 -0.6%
P
852
Pitcairn
Pennsylvania
$1.03M +$183K +858 +22%
VA
853
Valmark Advisers
Ohio
$1.03M – – –
TNB
854
Thomasville National Bank
Georgia
$1.02M – – –
BSW
855
Buckingham Strategic Wealth
Missouri
$1.02M -$3.41K -16 -0.3%
MW
856
Marcum Wealth
Ohio
$1.01M +$14.7K +69 +1%
STA
857
Summit Trail Advisors
New York
$1.01M +$279K +1,310 +38%
MIM
858
MTM Investment Management
South Carolina
$1.01M +$4.48K +21 +0.4%
RA
859
RFG Advisory
Alabama
$1M +$151K +708 +18%
STAS
860
Strong Tower Advisory Services
Minnesota
$1M -$13.9K -65 -1%
FFM
861
Forum Financial Management
Illinois
$1M -$26.9K -126 -3%
BFS
862
Bradley Foster & Sargent
Connecticut
$999K – – –
FMII
863
Farmers & Merchants Investments Inc
Nebraska
$998K – – –
KA
864
Kintegral Advisory
New York
$995K -$640 -3 -0.1%
AT
865
Arden Trust
Delaware
$988K -$66.1K -310 -6%
HWP
866
Highline Wealth Partners
California
$986K +$12.2K +57 +1%
IWA
867
IVC Wealth Advisors
Pennsylvania
$984K -$5.55K -26 -0.6%
EWM
868
Evermay Wealth Management
Virginia
$984K – – –
NFA
869
Northern Financial Advisors
Michigan
$973K -$27.1K -127 -3%
PA
870
Profund Advisors
Maryland
$973K -$16.2K -76 -2%
SC
871
Syon Capital
California
$972K +$972K +4,557 New
SIG
872
Stonegate Investment Group
Alabama
$971K -$21.5K -101 -2%
PCM
873
Penserra Capital Management
California
$955K -$124K -585 -12%
CGA
874
Crescent Grove Advisors
Illinois
$953K +$213 +1 +0%
CFSG
875
Community Financial Services Group
Vermont
$951K +$951K +4,457 New
33 34
35
36 37