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Eaton
ETN

Overview Fund Activity

1,338 hedge funds and large institutions have $47.5B invested in Eaton in 2021 Q3 according to their latest regulatory filings, with 123 funds opening new positions, 510 increasing their positions, 462 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,338
Holders Change
+34
Holders Change %
+2.61%
% of All Funds
23.5%
Holding in Top 10
20
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-9.09%
% of All Funds
0.35%
New
123
Increased
510
Reduced
462
Closed
72
Calls
$322M
Puts
$187M
Net Calls
+$135M
Net Calls Change
-$6.7M

Top Buyers

1
ClearBridge Investments
ClearBridge Investments
New York
+$537M
2
CS
Credit Suisse
Switzerland
+$187M
3
CAM
Congress Asset Management
Massachusetts
+$92.4M
4
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$62.2M
5
FMI
Factory Mutual Insurance
Massachusetts
+$62M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$314M
2
BlackRock
BlackRock
New York
-$202M
3
Norges Bank
Norges Bank
Norway
-$169M
4
UIM
USS Investment Management
United Kingdom
-$159M
5
Nuveen Asset Management
Nuveen Asset Management
Illinois
-$141M
Name Holding Trade Value Shares
Change 		Shares
Change %
PMFA
976
Plante Moran Financial Advisors
Michigan
$323K – – –
EN1L
977
Engine No 1 LLC
California
$322K +$322K +2,154 New
HFP
978
Holistic Financial Partners
Indiana
$321K -$299 -2 -0.1%
SCM
979
SKBA Capital Management
California
$321K – – –
ST
980
Spinnaker Trust
Maine
$320K – – –
CAG
981
Csenge Advisory Group
Florida
$319K +$31.4K +209 +11%
KW
982
KWB Wealth
California
$319K +$43.3K +290 +16%
IC
983
Intersect Capital
California
$318K +$57.6K +386 +22%
OCG
984
Opus Capital Group
Ohio
$317K -$101K -675 -24%
SMA
985
Sage Mountain Advisors
Georgia
$317K +$68.9K +461 +28%
B
986
Barings
North Carolina
$316K -$376K -2,519 -54%
MG
987
Mather Group
Illinois
$316K -$43.2K -289 -12%
WCG
988
Weaver Consulting Group
California
$316K +$6.57K +44 +2%
HCA
989
Horan Capital Advisors
Ohio
$315K -$3.73K -25 -1%
PCM
990
Pointe Capital Management
Michigan
$311K +$3.28K +22 +1%
BCM
991
Bluefin Capital Management
New York
$311K +$311K +2,080 New
NGA
992
Naples Global Advisors
Florida
$310K – – –
RIA
993
Regal Investment Advisors
Michigan
$310K +$2.84K +19 +0.9%
SFG
994
Sather Financial Group
Texas
$309K +$309K +2,071 New
CB
995
Community Bank
New York
$306K – – –
HB
996
Homrich & Berg
Georgia
$306K +$28.9K +194 +10%
FC
997
Ferris Capital
Massachusetts
$306K +$306K +1,798 New
LWAC
998
Laurel Wealth Advisors (California)
California
$301K -$16.9K -113 -5%
WA
999
WealthTrust Axiom
Pennsylvania
$300K – – –
BL
1000
Balentine LLC
Georgia
$299K +$299K +2,004 New
38 39
40
41 42