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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 %
OCM
976
Orion Capital Management
California
$614K +$40.2K +200 +7%
MA
977
Montag & Associates
Georgia
$613K -$40.2K -200 -6%
ADMI
978
Albert D. Mason Inc
Massachusetts
$611K – – –
V
979
ViaWealth
Kansas
$609K -$3.02K -15 -0.5%
VSQM
980
V-Square Quantitative Management
Illinois
$609K -$2.01K -10 -0.3%
MIP
981
Marietta Investment Partners
Wisconsin
$609K – – –
SMA
982
Sage Mountain Advisors
Georgia
$608K +$95.7K +476 +19%
GAM
983
Gemmer Asset Management
California
$606K +$20.7K +103 +4%
CG
984
Carmignac Gestion
France
$603K +$201K +1,000 +50%
PTC
985
Philadelphia Trust Company
Pennsylvania
$601K -$1.61K -8 -0.3%
FWTB
986
First Western Trust Bank
Colorado
$599K -$42.2K -210 -7%
MFGM
987
Marshall Financial Group (Maryland)
Maryland
$597K – – –
GWA
988
Geometric Wealth Advisors
District of Columbia
$594K +$5.09K +25 +0.9%
MIM
989
Morningstar Investment Management
Illinois
$592K +$592K +2,944 New
IFU
990
iSAM Funds (UK)
United Kingdom
$592K +$592K +2,942 New
EWM
991
Empirical Wealth Management
Washington
$591K +$81K +403 +16%
ANBT
992
American National Bank & Trust
Texas
$590K +$10.5K +52 +2%
UAML
993
US Asset Management LLC
Pennsylvania
$590K -$804 -4 -0.1%
DCM
994
Dudley Capital Management
Virginia
$588K – – –
AIA
995
Angeles Investment Advisors
California
$581K +$28.4K +141 +5%
MFA
996
Mayflower Financial Advisors
Massachusetts
$581K +$148K +737 +34%
SIM
997
Stratos Investment Management
Ohio
$580K -$14.7K -73 -2%
HW
998
Hancock Whitney
Mississippi
$579K +$9.65K +48 +2%
GD
999
Grandfield & Dodd
New York
$574K -$130K -647 -18%
BTW
1000
Boston Trust Walden
Massachusetts
$574K +$31.2K +155 +6%
38 39
40
41 42