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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 %
BHC
926
Bowen Hanes & Co
Florida
$709K +$319K +1,584 +82%
RCAG
927
Rehmann Capital Advisory Group
Michigan
$707K -$23.3K -116 -3%
SVWAG
928
Sound View Wealth Advisors Group
Georgia
$704K -$12.7K -63 -2%
CFG
929
Citizens Financial Group
Rhode Island
$703K -$393K -1,952 -36%
ESB
930
Essex Savings Bank
Connecticut
$702K -$7.64K -38 -1%
EFSCE
931
Enterprise Financial Services Corp (EFSC)
Missouri
$700K -$146K -727 -17%
MA
932
MCF Advisors
Kentucky
$699K +$8.65K +43 +1%
AFG
933
Allegheny Financial Group
Pennsylvania
$697K – – –
CIA
934
Citadel Investment Advisory
Ohio
$695K – – –
KA
935
KLCM Advisors
Wisconsin
$694K +$70.4K +350 +11%
STA
936
Summit Trail Advisors
New York
$690K +$150K +745 +28%
HKIMG
937
Hutchens & Kramer Investment Management Group
Indiana
$689K -$1.61K -8 -0.2%
EGM
938
Engineers Gate Manager
New York
$689K +$220K +1,094 +47%
GDP
939
Great Diamond Partners
Maine
$682K +$8.04K +40 +1%
WPC
940
Wedmont Private Capital
Pennsylvania
$681K +$60K +295 +10%
IPW
941
Inlet Private Wealth
Florida
$680K – – –
CT
942
Coastline Trust
Rhode Island
$680K +$18.5K +92 +3%
RIA
943
Richwood Investment Advisors
Ohio
$679K – – –
PIM
944
Penobscot Investment Management
Massachusetts
$679K – – –
OIA
945
OneDigital Investment Advisors
Kansas
$677K +$10.7K +53 +2%
CFP
946
Catalyst Financial Partners
Massachusetts
$675K +$37.2K +185 +6%
RB
947
Renasant Bank
Mississippi
$674K +$674K +3,353 New
CA
948
Continuum Advisory
Idaho
$670K +$1.01K +5 +0.2%
ITIM
949
Indiana Trust & Investment Management
Indiana
$668K – – –
MC
950
Maverick Capital
Texas
$667K -$711K -3,537 -52%
36 37
38
39 40