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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 %
BWL
901
Bogart Wealth LLC
Virginia
$398K +$27.8K +201 +8%
CAM
902
Cozad Asset Management
Illinois
$397K – – –
ODCM
903
Old Dominion Capital Management
Virginia
$395K +$2.9K +21 +0.7%
OWP
904
Obermeyer Wealth Partners
Colorado
$392K -$50.3K -364 -11%
WA
905
Wealth Alliance
New York
$391K -$302K -2,189 -44%
HFBOT
906
Home Federal Bank of Tennessee
Tennessee
$389K – – –
LWM
907
Laidlaw Wealth Management
New York
$389K +$389K +2,812 New
1WA
908
180 Wealth Advisors
Washington
$387K +$88.2K +615 +30%
AIM
909
Alhambra Investment Management
Florida
$385K +$8.99K +65 +2%
CAM
910
Covenant Asset Management
New Jersey
$385K +$58.6K +423 +18%
PPP
911
Private Portfolio Partners
New Jersey
$385K – – –
WBC
912
West Branch Capital
Massachusetts
$383K – – –
CA
913
Calton & Associates
Florida
$383K +$56.8K +411 +17%
KTA
914
Keeley-Teton Advisors
Illinois
$382K – – –
FCFC
915
First Commonwealth Financial Corp
Pennsylvania
$380K +$4.56K +33 +1%
OCG
916
Opus Capital Group
Ohio
$378K -$77.4K -560 -17%
FB
917
First Bancorp
Maine
$376K +$376K +2,718 New
1W
918
1776 Wealth
Georgia
$370K -$12.4K -90 -3%
ESB
919
Essex Savings Bank
Connecticut
$369K +$3.91K +30 +1%
BWM
920
BigSur Wealth Management
Florida
$365K – – –
KCM
921
Kornitzer Capital Management
Kansas
$364K – – –
HI
922
Horizon Investments
North Carolina
$364K +$364K +2,635 New
CC
923
Courier Capital
New York
$360K -$6.91K -50 -2%
WIM
924
Wilen Investment Management
Florida
$359K -$13.8K -100 -4%
AG
925
Appleton Group
Wisconsin
$358K – – –
35 36
37
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