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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 %
CIA
951
Choate Investment Advisors
Massachusetts
$752K +$445K +2,088 +145%
FF
952
Friedenthal Financial
New Jersey
$751K +$751K +3,519 New
PWM
953
Perigon Wealth Management
California
$740K -$165K -772 -18%
KA
954
KLCM Advisors
Wisconsin
$737K +$1.28K +6 +0.2%
CIA
955
Citadel Investment Advisory
Ohio
$737K – – –
HKIMG
956
Hutchens & Kramer Investment Management Group
Indiana
$736K +$15.8K +75 +2%
NCM
957
NCM Capital Management
New Jersey
$733K +$47.1K +221 +7%
LCGC
958
Legacy Capital Group California
California
$729K -$352K -1,652 -33%
RCAG
959
Rehmann Capital Advisory Group
Michigan
$728K -$22K -103 -3%
RIA
960
Richwood Investment Advisors
Ohio
$716K -$4.27K -20 -0.6%
OIA
961
OneDigital Investment Advisors
Kansas
$715K -$2.99K -14 -0.4%
CA
962
Continuum Advisory
Idaho
$713K +$1.92K +9 +0.3%
ITIM
963
Indiana Trust & Investment Management
Indiana
$709K – – –
DI
964
Diligent Investors
California
$708K -$44.4K -208 -6%
FW
965
FirstPurpose Wealth
Utah
$706K – – –
CA
966
Carson Advisory
Georgia
$706K +$213 +1 +0%
CGL
967
Clarius Group LLC
Washington
$702K -$160K -752 -19%
MA
968
MCF Advisors
Kentucky
$701K -$41K -192 -6%
M1FG
969
Mach-1 Financial Group
Arkansas
$700K -$156K -731 -18%
IFU
970
iSAM Funds (UK)
United Kingdom
$696K +$68K +319 +11%
PAMG
971
Patton Albertson Miller Group
Tennessee
$690K +$9.17K +43 +1%
CP
972
Covenant Partners
Tennessee
$685K – – –
RCM
973
RB Capital Management
Nevada
$681K +$213 +1 +0%
GSB
974
Greenfield Savings Bank
Massachusetts
$680K -$2.35K -11 -0.3%
EW
975
Enzi Wealth
Texas
$678K – – –
37 38
39
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