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Eaton
ETN

Overview Fund Activity

1,299 hedge funds and large institutions have $44.3B invested in Eaton in 2021 Q1 according to their latest regulatory filings, with 176 funds opening new positions, 426 increasing their positions, 496 reducing their positions, and 91 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,299
Holders Change
+77
Holders Change %
+6.3%
% of All Funds
22.87%
Holding in Top 10
18
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+20%
% of All Funds
0.32%
New
176
Increased
426
Reduced
496
Closed
91
Calls
$286M
Puts
$123M
Net Calls
+$163M
Net Calls Change
+$12.5M

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
+$365M
2
Bank of America
Bank of America
North Carolina
+$301M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$219M
4
VOYA Investment Management
VOYA Investment Management
Georgia
+$164M
5
Swedbank
Swedbank
Sweden
+$157M

Top Sellers

1
Charles Schwab
Charles Schwab
California
-$545M
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$294M
3
American Century Companies
American Century Companies
Missouri
-$145M
4
CB
Cooke & Bieler
Pennsylvania
-$129M
5
Citadel Advisors
Citadel Advisors
Florida
-$127M
Name Holding Trade Value Shares
Change 		Shares
Change %
GWAG
1001
Garrett Wealth Advisory Group
Texas
$280K -$6.77K -49 -2%
WIA
1002
Westbourne Investment Advisors
Maryland
$280K +$280K +2,023 New
EFS
1003
Essex Financial Services
Connecticut
$278K -$409K -2,951 -60%
FAIM
1004
Financial Advocates Investment Management
Washington
$276K -$13.4K -97 -5%
WAM
1005
Wakefield Asset Management
Colorado
$276K +$276K +1,996 New
LWAC
1006
Laurel Wealth Advisors (California)
California
$274K -$82.7K -598 -23%
MA
1007
Montag & Associates
Georgia
$273K – – –
PIM
1008
Penobscot Investment Management
Massachusetts
$273K – – –
TNAM
1009
Terra Nova Asset Management
New York
$273K – – –
SCM
1010
Spreng Capital Management
Ohio
$270K – – –
ICP
1011
Interchange Capital Partners
Pennsylvania
$270K +$48.6K +230 +22%
SPWG
1012
Sage Private Wealth Group
Illinois
$269K -$12.5K -90 -4%
IAN
1013
Integrated Advisors Network
Texas
$269K +$15.9K +115 +6%
YIA
1014
YHB Investment Advisors
Connecticut
$268K – – –
NNP
1015
Nachman Norwood & Parrott
South Carolina
$267K – – –
WIC
1016
Woodmont Investment Counsel
Tennessee
$267K +$2.62K +19 +1%
FHC
1017
First Horizon Corporation
Tennessee
$266K -$20.4K -148 -7%
GW
1018
GW & Wade
Massachusetts
$266K – – –
EWM
1019
Evercore Wealth Management
New York
$265K -$41.2K -298 -13%
HB
1020
Homrich & Berg
Georgia
$265K +$24.2K +175 +10%
MCM
1021
Manchester Capital Management
Vermont
$264K -$3.18K -23 -1%
ANTB
1022
AMG National Trust Bank
Colorado
$263K – – –
BHC
1023
Bowen Hanes & Co
Florida
$263K – – –
MA
1024
MONECO Advisors
Connecticut
$263K +$553 +4 +0.2%
GWS
1025
Glassman Wealth Services
Virginia
$263K +$2.08K +15 +0.8%
39 40
41
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