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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 %
LOAMS
876
Lombard Odier Asset Management (Switzerland)
Switzerland
$435K +$435K +3,146 New
DT
877
Diversified Trust
Tennessee
$431K +$156K +1,129 +57%
BHWM
878
Bar Harbor Wealth Management
New Hampshire
$427K – – –
ESCM
879
Echo Street Capital Management
New York
$426K +$426K +3,082 New
ITIM
880
Indiana Trust & Investment Management
Indiana
$424K +$5.53K +40 +1%
BAM
881
Belpointe Asset Management
Nevada
$423K -$3.46K -25 -0.8%
WPC
882
Waters Parkerson & Co
Louisiana
$421K – – –
VWA
883
V Wealth Advisors
Kansas
$421K +$19.8K +143 +5%
CW
884
CreativeOne Wealth
Kansas
$419K +$153K +1,107 +58%
CIAS
885
Capital Investment Advisory Services
North Carolina
$418K -$5.53K -40 -1%
IWC
886
Integrated Wealth Concepts
Massachusetts
$418K +$7.88K +57 +2%
TI
887
Tidal Investments
Wisconsin
$416K +$82K +593 +25%
LW
888
Linscomb Wealth
Texas
$412K -$24.1K -174 -6%
CGL
889
Clarius Group LLC
Washington
$407K +$8.44K +61 +2%
ACM
890
AUA Capital Management
Pennsylvania
$405K – – –
ZIM
891
Zacks Investment Management
Illinois
$404K -$1.52K -11 -0.4%
CFA
892
Capstone Financial Advisors
Illinois
$404K +$3.04K +22 +0.8%
LFF
893
Level Four Financial
Texas
$404K +$3.6K +26 +0.9%
RCAG
894
Rehmann Capital Advisory Group
Michigan
$403K -$4.01K -29 -1%
GAM
895
Gemmer Asset Management
California
$401K – – –
KA
896
KLCM Advisors
Wisconsin
$401K – – –
HBT
897
Hills Bank & Trust
Iowa
$400K -$27.6K -200 -6%
FFA
898
Founders Financial Alliance
North Carolina
$399K +$35.8K +252 +10%
RIA
899
Realta Investment Advisors
Delaware
$398K -$185K -1,340 -32%
CCM
900
Coldstream Capital Management
Washington
$398K +$12.3K +89 +3%
34 35
36
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