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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 %
BAM
1001
Belpointe Asset Management
Nevada
$573K -$552K -2,743 -49%
FAIM
1002
Financial Advocates Investment Management
Washington
$568K -$51.3K -255 -8%
HFBOT
1003
Home Federal Bank of Tennessee
Tennessee
$566K – – –
CI
1004
CX Institutional
Indiana
$566K +$164K +813 +41%
1W
1005
1776 Wealth
Georgia
$564K +$2.41K +12 +0.4%
MCM
1006
Manchester Capital Management
Vermont
$563K – – –
LW
1007
Linscomb Wealth
Texas
$560K -$13.1K -65 -2%
EWM
1008
Evercore Wealth Management
New York
$557K +$198K +986 +55%
PK
1009
Pflug Koory
Nebraska
$557K -$2.41K -12 -0.4%
PPP
1010
Private Portfolio Partners
New Jersey
$556K – – –
ACM
1011
Allred Capital Management
Texas
$555K +$31.6K +157 +6%
SAG
1012
SageView Advisory Group
California
$555K +$555K +2,760 New
Luther King Capital Management (LKCM)
1013
Luther King Capital Management (LKCM)
Texas
$552K -$306K -1,523 -36%
MG
1014
Mather Group
Illinois
$552K -$46.3K -230 -8%
HSA
1015
HBK Sorce Advisory
Pennsylvania
$550K -$15.7K -78 -3%
BJL
1016
Brighton Jones LLC
Washington
$550K +$108K +535 +24%
PNC
1017
Park National Corp
Ohio
$550K -$46.3K -230 -8%
BWL
1018
Bogart Wealth LLC
Virginia
$547K – – –
SIMG
1019
Sonora Investment Management Group
Arizona
$542K -$2.61K -13 -0.5%
GVAG
1020
Great Valley Advisor Group
Delaware
$540K -$7.85K -39 -1%
SC
1021
Saiph Capital
New Jersey
$530K -$9.85K -49 -2%
CFMC
1022
Curbstone Financial Management Corp
New Hampshire
$530K – – –
DC
1023
Diametric Capital
Massachusetts
$529K +$529K +2,629 New
BPWM
1024
Badgley Phelps Wealth Managers
Washington
$528K +$528K +2,625 New
SC
1025
SouthState Corp
Florida
$528K -$444K -2,207 -46%
39 40
41
42 43