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Eaton
ETN

Overview Fund Activity

1,222 hedge funds and large institutions have $38.4B invested in Eaton in 2020 Q4 according to their latest regulatory filings, with 195 funds opening new positions, 414 increasing their positions, 444 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,222
Holders Change
+119
Holders Change %
+10.79%
% of All Funds
21.68%
Holding in Top 10
15
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.27%
New
195
Increased
414
Reduced
444
Closed
58
Calls
$255M
Puts
$104M
Net Calls
+$151M
Net Calls Change
+$35M

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$273M
2
Lazard Asset Management
Lazard Asset Management
New York
+$93.7M
3
Citadel Advisors
Citadel Advisors
Florida
+$84.3M
4
Adage Capital Partners
Adage Capital Partners
Massachusetts
+$62.7M
5
Charles Schwab
Charles Schwab
California
+$58.8M

Top Sellers

1
Boston Partners
Boston Partners
Massachusetts
-$207M
2
KBC Group
KBC Group
Belgium
-$108M
3
EIP
Easterly Investment Partners
Massachusetts
-$105M
4
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
-$79.8M
5
Russell Investments Group
Russell Investments Group
United Kingdom
-$76.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
MG
926
Mather Group
Illinois
$271K +$720 +6 +0.3%
ST
927
Spinnaker Trust
Maine
$269K – – –
SIM
928
Stratos Investment Management
Ohio
$269K +$13.2K +110 +5%
MGIA
929
Moneta Group Investment Advisors
Missouri
$267K -$27.4K -228 -9%
LCWP
930
Legacy Capital Wealth Partners
Arkansas
$267K +$267K +2,223 New
EWM
931
Evercore Wealth Management
New York
$266K +$266K +2,216 New
CPC
932
Congress Park Capital
New York
$264K -$60K -500 -19%
BDF
933
Balasa Dinverno & Foltz
$264K -$1.56K -13 -0.6%
SIM
934
SSI Investment Management
California
$264K -$240 -2 -0.1%
1WA
935
180 Wealth Advisors
Washington
$262K +$262K +2,084 New
SRSA
936
S.R. Schill & Associates
Washington
$262K +$262K +2,180 New
Verition Fund Management
937
Verition Fund Management
Connecticut
$258K +$258K +2,144 New
WMC
938
Westwood Management Corporation
Illinois
$258K +$258K +2,150 New
FEM
939
Fulcrum Equity Management
Texas
$257K -$20.9K -174 -8%
BFS
940
Bradley Foster & Sargent
Connecticut
$256K – – –
HCA
941
Horan Capital Advisors
Ohio
$256K – – –
PFS
942
Prospera Financial Services
Texas
$256K +$73K +608 +40%
FF
943
FourThought Financial
Florida
$256K +$256K +2,136 New
MRCM
944
M&R Capital Management
New Jersey
$255K – – –
IA
945
IFP Advisors
Florida
$255K +$2.64K +22 +1%
PMFA
946
Plante Moran Financial Advisors
Michigan
$255K +$3.85K +32 +2%
BP
947
BBR Partners
New York
$254K +$254K +2,114 New
JSC
948
Jackson Square Capital
California
$253K +$1.56K +13 +0.6%
HFG
949
Heron Financial Group
New York
$252K – – –
FAIM
950
Financial Advocates Investment Management
Washington
$252K +$361 +3 +0.1%
36 37
38
39 40