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Eaton
ETN

Overview Fund Activity

1,648 hedge funds and large institutions have $70.6B invested in Eaton in 2023 Q3 according to their latest regulatory filings, with 142 funds opening new positions, 557 increasing their positions, 665 reducing their positions, and 86 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,648
Holders Change
+33
Holders Change %
+2.04%
% of All Funds
26.28%
Holding in Top 10
47
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+14.63%
% of All Funds
0.75%
New
142
Increased
557
Reduced
665
Closed
86
Calls
$839M
Puts
$566M
Net Calls
+$273M
Net Calls Change
-$33.3M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$1.12B
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$696M
3
Coatue Management
Coatue Management
New York
+$429M
4
JPMPWA
J.P. Morgan Private Wealth Advisors
California
+$341M
5
Janus Henderson Group
Janus Henderson Group
United Kingdom
+$164M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$1.1B
2
Boston Partners
Boston Partners
Massachusetts
-$219M
3
Wellington Management Group
Wellington Management Group
Massachusetts
-$207M
4
BlackRock
BlackRock
New York
-$163M
5
Morgan Stanley
Morgan Stanley
New York
-$122M
Name Holding Trade Value Shares
Change 		Shares
Change %
AWM
1001
Axxcess Wealth Management
California
$629K +$112K +523 +22%
MIM
1002
Morningstar Investment Management
Illinois
$628K – – –
1SB
1003
1ST Source Bank
Indiana
$627K +$70.4K +330 +13%
ANBT
1004
American National Bank & Trust
Texas
$626K – – –
GWA
1005
Geometric Wealth Advisors
District of Columbia
$623K – – –
GVAG
1006
Great Valley Advisor Group
Delaware
$620K +$47.1K +221 +8%
MFA
1007
Mayflower Financial Advisors
Massachusetts
$619K +$3.2K +15 +0.5%
BBHC
1008
Brown Brothers Harriman & Co
New York
$618K -$41.4K -194 -6%
SB
1009
Strategic Blueprint
Georgia
$616K +$65.5K +307 +12%
ACM
1010
Allred Capital Management
Texas
$616K +$26.9K +126 +5%
BMCM
1011
Burns Matteson Capital Management
New York
$615K +$59.7K +280 +11%
GD
1012
Grandfield & Dodd
New York
$609K – – –
BTW
1013
Boston Trust Walden
Massachusetts
$609K – – –
MCM
1014
Manchester Capital Management
Vermont
$601K +$3.41K +16 +0.6%
HFBOT
1015
Home Federal Bank of Tennessee
Tennessee
$601K – – –
IA
1016
IFG Advisory
Georgia
$600K +$600K +2,814 New
HW
1017
Hancock Whitney
Mississippi
$599K -$15.4K -72 -3%
GW
1018
GW & Wade
Massachusetts
$597K +$142K +664 +31%
SIM
1019
Stratos Investment Management
Ohio
$596K -$19K -89 -3%
PPP
1020
Private Portfolio Partners
New Jersey
$595K +$4.69K +22 +0.8%
CI
1021
CX Institutional
Indiana
$594K -$6.61K -31 -1%
BCA
1022
Bay Colony Advisors
Massachusetts
$592K -$70.6K -331 -11%
LW
1023
Linscomb Wealth
Texas
$591K -$2.56K -12 -0.4%
KCM
1024
KRS Capital Management
Michigan
$590K +$72.5K +340 +14%
OCM
1025
Orion Capital Management
California
$587K -$64K -300 -10%
39 40
41
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