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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 %
EWA
1001
EP Wealth Advisors
California
$219K -$20.1K -167 -8%
CFA
1002
CWS Financial Advisors
Michigan
$219K +$219K +1,820 New
NIA
1003
NIA Impact Advisors
California
$218K +$218K +1,692 New
VWA
1004
Visionary Wealth Advisors
Illinois
$218K +$218K +1,818 New
HPC
1005
HM Payson & Co
Maine
$216K – – –
CA
1006
Centerpoint Advisors
Massachusetts
$215K – – –
WFC
1007
Western Financial Corp
California
$215K +$215K +1,790 New
FSA
1008
Franklin Street Advisors
North Carolina
$215K +$215K +1,792 New
EH
1009
Equitable Holdings
New York
$214K +$214K +1,781 New
MFA
1010
Mayflower Financial Advisors
Massachusetts
$214K +$214K +1,785 New
BTW
1011
Boston Trust Walden
Massachusetts
$213K +$213K +1,775 New
RE
1012
RBC Europe
United Kingdom
$211K +$43.9K +365 +26%
CFGS
1013
Concourse Financial Group Securities
Alabama
$210K – – –
HB
1014
Homrich & Berg
Georgia
$209K -$47.2K -394 -18%
IFG
1015
Investors Financial Group
Minnesota
$208K +$208K +1,730 New
WA
1016
WBH Advisory
Maryland
$207K +$207K +1,640 New
CAM
1017
Congress Asset Management
Massachusetts
$207K +$207K +1,722 New
AIM
1018
Avity Investment Management
Connecticut
$207K +$207K +1,725 New
BFM
1019
Boston Financial Management
Massachusetts
$204K +$204K +1,694 New
MCM
1020
Murphy Capital Management
New Jersey
$204K +$204K +1,700 New
AWA
1021
Arete Wealth Advisors
Illinois
$204K +$204K +1,715 New
PFA
1022
Pathway Financial Advisors
Vermont
$203K +$203K +1,560 New
SIC
1023
Shoker Investment Counsel
Ohio
$203K +$203K +1,693 New
MS
1024
Maven Securities
Jersey
$202K -$43.5K -361 -18%
JF
1025
Jump Financial
Illinois
$201K +$201K +1,672 New
39 40
41
42 43