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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 %
BIA
901
Bigelow Investment Advisors
Maine
$887K -$42.7K -200 -5%
WPA
902
West Paces Advisors
Georgia
$886K -$5.55K -26 -0.6%
WA
903
Wasatch Advisors
Utah
$885K -$880K -4,127 -50%
9WM
904
9258 Wealth Management
Ohio
$880K -$78.3K -367 -8%
YIH
905
Y-Intercept (HK)
Hong Kong
$880K +$880K +4,125 New
CIBC World Market
906
CIBC World Market
Ontario, Canada
$877K -$38.8K -182 -4%
SAA
907
Southeast Asset Advisors
Georgia
$874K +$853 +4 +0.1%
ARG
908
Advisory Resource Group
Oklahoma
$873K -$71.7K -336 -8%
VSQM
909
V-Square Quantitative Management
Illinois
$871K +$225K +1,057 +35%
TC
910
Telemus Capital
Michigan
$868K -$163K -762 -16%
CCA
911
Cobblestone Capital Advisors
New York
$868K -$165K -773 -16%
DIM
912
Delta Investment Management
California
$861K – – –
RB
913
Renasant Bank
Mississippi
$858K +$143K +670 +20%
DP
914
Dearborn Partners
Illinois
$852K -$49.1K -230 -5%
RCS
915
Retirement Capital Strategies
California
$852K – – –
MWM
916
Mission Wealth Management
California
$840K -$46.1K -216 -5%
FBB
917
Fulton Breakefield Broenniman
Maryland
$840K +$19.2K +90 +2%
Credit Agricole
918
Credit Agricole
France
$838K -$6.83K -32 -0.8%
RTC
919
Riverview Trust Company
Washington
$828K – – –
BP
920
Ballentine Partners
Massachusetts
$820K -$83.4K -391 -9%
BL
921
Balentine LLC
Georgia
$820K +$4.91K +23 +0.6%
FWIA
922
Fort Washington Investment Advisors
Ohio
$815K -$362K -1,696 -31%
EIG
923
Ellenbecker Investment Group
Wisconsin
$810K +$1.07K +5 +0.1%
EWM
924
Evercore Wealth Management
New York
$801K +$209K +982 +35%
DA
925
Dillon & Associates
Michigan
$800K – – –
35 36
37
38 39