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Eaton
ETN

Overview Fund Activity

1,615 hedge funds and large institutions have $66.2B invested in Eaton in 2023 Q2 according to their latest regulatory filings, with 185 funds opening new positions, 549 increasing their positions, 624 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,615
Holders Change
+96
Holders Change %
+6.32%
% of All Funds
25.47%
Holding in Top 10
41
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+41.38%
% of All Funds
0.65%
New
185
Increased
549
Reduced
624
Closed
80
Calls
$790M
Puts
$484M
Net Calls
+$306M
Net Calls Change
+$99.6M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$920M
2
Coatue Management
Coatue Management
New York
+$358M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$142M
4
Invesco
Invesco
Georgia
+$140M
5
CET
Clean Energy Transition
United Kingdom
+$130M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$664M
2
JPMPWA
J.P. Morgan Private Wealth Advisors
California
-$373M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$134M
4
Wellington Management Group
Wellington Management Group
Massachusetts
-$124M
5
ClearBridge Investments
ClearBridge Investments
New York
-$115M
Name Holding Trade Value Shares
Change 		Shares
Change %
FTC
876
Farmers Trust Company
Ohio
$853K – – –
BP
877
Ballentine Partners
Massachusetts
$852K +$198K +986 +30%
AWE
878
Avidian Wealth Enterprises
Texas
$850K -$278K -1,381 -25%
DP
879
Dearborn Partners
Illinois
$850K +$7.04K +35 +0.8%
OFS
880
Oldfather Financial Services
Nebraska
$848K -$603 -3 -0.1%
CAM
881
Covenant Asset Management
New Jersey
$846K +$35.6K +177 +4%
AC
882
AlphaCore Capital
California
$843K -$10.1K -50 -1%
WPA
883
West Paces Advisors
Georgia
$841K +$38.8K +193 +5%
QCG
884
Quadrant Capital Group
Ohio
$840K -$55.7K -277 -6%
MWM
885
Mission Wealth Management
California
$836K +$38.2K +190 +5%
EA
886
Eudaimonia Advisors
Tennessee
$834K -$11.5K -57 -1%
FFA
887
First Foundation Advisors
California
$834K +$69.8K +347 +9%
IEFM
888
IQ EQ Fund Management
Ireland
$831K +$831K +4,132 New
SAM
889
Seelaus Asset Management
New Jersey
$828K -$7.04K -35 -0.8%
TSS
890
Two Sigma Securities
New York
$827K +$827K +4,113 New
EF
891
Empowered Funds
Pennsylvania
$824K +$271K +1,346 +49%
EST
892
EA Series Trust
Pennsylvania
$824K +$824K +4,095 New
SAA
893
Southeast Asset Advisors
Georgia
$823K – – –
CGL
894
Clarius Group LLC
Washington
$813K -$3.42K -17 -0.4%
DIM
895
Delta Investment Management
California
$812K – – –
BWA
896
BDO Wealth Advisors
Florida
$809K +$14.1K +70 +2%
M1FG
897
Mach-1 Financial Group
Arkansas
$807K +$807K +4,014 New
RCS
898
Retirement Capital Strategies
California
$804K – – –
RA
899
RFG Advisory
Alabama
$802K -$8.85K -44 -1%
P
900
Pitcairn
Pennsylvania
$801K -$20.5K -102 -2%
34 35
36
37 38