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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 %
Credit Agricole
901
Credit Agricole
France
$796K +$775K +3,856 +3,708%
RIA
902
Realta Investment Advisors
Delaware
$787K -$24.5K -122 -3%
FMWA
903
Forvis Mazars Wealth Advisors
Missouri
$785K +$323K +1,604 +70%
GP
904
Girard Partners
Pennsylvania
$782K +$29K +144 +4%
RTC
905
Riverview Trust Company
Washington
$781K – – –
SDWMA
906
Schneider Downs Wealth Management Advisors
Pennsylvania
$774K – – –
PWMAG
907
Pinnacle Wealth Management Advisory Group
New Jersey
$774K -$2.41K -12 -0.3%
CAC
908
Core Alternative Capital
Georgia
$774K -$31.6K -157 -4%
FBB
909
Fulton Breakefield Broenniman
Maryland
$774K +$774K +3,848 New
MAM
910
Mastrapasqua Asset Management
Tennessee
$772K +$2.01K +10 +0.3%
BL
911
Balentine LLC
Georgia
$769K -$436K -2,166 -36%
PWPS
912
Pinnacle Wealth Planning Services
Ohio
$765K -$20.9K -104 -3%
EIG
913
Ellenbecker Investment Group
Wisconsin
$763K +$1.21K +6 +0.2%
AC
914
Avestar Capital
New York
$760K -$96.9K -482 -11%
NL
915
NWAM LLC
Washington
$758K +$471K +2,342 +164%
FNBTCON
916
First National Bank & Trust Co of Newtown
Pennsylvania
$756K +$5.63K +28 +0.8%
DA
917
Dillon & Associates
Michigan
$755K – – –
Acadian Asset Management
918
Acadian Asset Management
Massachusetts
$744K -$4.4M -21,924 -86%
MPIA
919
Mountain Pacific Investment Advisers
Idaho
$741K – – –
MGIA
920
Moneta Group Investment Advisors
Missouri
$739K +$57.1K +284 +8%
MIC
921
Means Investment Company
Maine
$734K +$2.41K +12 +0.3%
HBT
922
Heartland Bank & Trust
Illinois
$732K -$65.6K -326 -8%
PVI
923
Pine Valley Investments
New Jersey
$729K +$729K +3,626 New
GAMC
924
Garner Asset Management Corp
Texas
$724K -$294K -1,460 -29%
DI
925
Diligent Investors
California
$709K -$20.1K -100 -3%
35 36
37
38 39