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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 %
NB
876
Nicolet Bankshares
Wisconsin
$950K -$32.2K -151 -3%
ZF
877
Zhang Financial
Michigan
$948K +$4.91K +23 +0.5%
GS
878
GTS Securities
New York
$947K +$522K +2,449 +123%
BS
879
Bessemer Securities
New York
$947K -$533K -2,500 -36%
FFS
880
Founders Financial Securities
Maryland
$947K -$427 -2 -0%
MWM
881
MorganRosel Wealth Management
Colorado
$944K +$427 +2 +0%
GBT
882
Grove Bank & Trust
Florida
$939K -$122K -574 -12%
FFA
883
First Foundation Advisors
California
$935K +$50.5K +237 +6%
CFFP
884
Center for Financial Planning
Michigan
$933K +$16.6K +78 +2%
BWM
885
Biltmore Wealth Management
Arizona
$932K – – –
RAM
886
Ramirez Asset Management
New York
$926K +$926K +4,344 New
RSWM
887
Robertson Stephens Wealth Management
California
$926K +$453K +2,124 +96%
1WA
888
180 Wealth Advisors
Washington
$919K +$8.11K +38 +0.9%
EA
889
Eudaimonia Advisors
Tennessee
$917K +$32.4K +152 +4%
AC
890
AlphaCore Capital
California
$915K +$21.3K +100 +2%
TCM
891
Twin Capital Management
Pennsylvania
$913K -$88.1K -413 -9%
CI
892
Cigna Investments
Connecticut
$912K -$118K -551 -11%
CDH
893
Charles D. Hyman
$910K – – –
AWE
894
Avidian Wealth Enterprises
Texas
$908K +$6.19K +29 +0.7%
GCMG
895
Gyroscope Capital Management Group
Florida
$906K -$358K -1,680 -28%
OF
896
Outfitter Financial
Maine
$906K – – –
FTC
897
Farmers Trust Company
Ohio
$905K – – –
OFS
898
Oldfather Financial Services
Nebraska
$899K – – –
CAM
899
Covenant Asset Management
New Jersey
$898K – – –
CII
900
Capital International Inc
California
$896K -$1.3M -6,076 -59%
34 35
36
37 38