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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 %
HSA
976
HBK Sorce Advisory
Pennsylvania
$232K +$232K +1,930 New
CW
977
CreativeOne Wealth
Kansas
$231K +$231K +1,921 New
GW
978
GW & Wade
Massachusetts
$231K +$231K +1,922 New
WIC
979
Woodmont Investment Counsel
Tennessee
$230K +$230K +1,915 New
LFA
980
Landmark Financial Advisors
Kentucky
$229K +$229K +1,800 New
LHC
981
Little House Capital
Massachusetts
$229K +$229K +1,908 New
SSG
982
Summit Securities Group
New York
$228K -$24K -200 -10%
BHC
983
Bowen Hanes & Co
Florida
$228K +$228K +1,900 New
YIA
984
YHB Investment Advisors
Connecticut
$228K +$228K +1,900 New
BWP
985
BSW Wealth Partners
Colorado
$228K +$228K +1,900 New
ANTB
986
AMG National Trust Bank
Colorado
$228K +$228K +1,900 New
GWS
987
Glassman Wealth Services
Virginia
$227K +$40.2K +334 +22%
CWM
988
Cornerstone Wealth Management
Missouri
$227K +$227K +1,893 New
4WM
989
44 Wealth Management
Oregon
$226K +$226K +1,878 New
DBT
990
Dubuque Bank & Trust
Iowa
$225K -$46.7K -389 -17%
FWP
991
Firethorn Wealth Partners
Georgia
$225K +$225K +1,871 New
CCM
992
Covington Capital Management
California
$224K +$14.5K +121 +7%
RIA
993
Regal Investment Advisors
Michigan
$224K +$224K +1,868 New
MWM
994
Mission Wealth Management
California
$223K +$223K +1,856 New
CFO
995
Collective Family Office
Pennsylvania
$222K +$222K +1,851 New
ACM
996
Allred Capital Management
Texas
$222K +$222K +1,854 New
IAN
997
Integrated Advisors Network
Texas
$220K -$55.1K -458 -20%
GD
998
Grandfield & Dodd
New York
$220K +$220K +1,801 New
SCG
999
Sonata Capital Group
Washington
$220K +$220K +1,835 New
WI
1000
WrapManager Inc
California
$219K -$48.5K -404 -18%
38 39
40
41 42