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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 %
SA
1026
Strategic Advisors
New York
$200K +$200K +1,550 New
TFS
1027
TrustCore Financial Services
Tennessee
$192K +$6.02K +50 +3%
HIA
1028
Harbor Investment Advisory
Maryland
$183K +$46.7K +389 +34%
PA
1029
Perennial Advisors
New York
$182K +$182K +1,514 New
WT
1030
Washington Trust
Rhode Island
$176K -$37K -308 -17%
FCA
1031
FinTrust Capital Advisors
South Carolina
$176K +$24.1K +200 +16%
HDIM
1032
Hanson & Doremus Investment Management
Vermont
$175K -$46.1K -384 -21%
APA
1033
American Portfolios Advisors
New York
$168K -$23.5K -196 -12%
SFSIG
1034
San Francisco Sentry Investment Group
California
$167K +$22.8K +190 +16%
RPWA
1035
Regent Peak Wealth Advisors
Georgia
$165K +$165K +1,370 New
VCM
1036
Vigilant Capital Management
Maine
$162K -$74.5K -620 -32%
SBSB
1037
Sullivan, Bruyette, Speros & Blaney
Virginia
$157K – – –
APC
1038
Aspire Private Capital
North Carolina
$153K -$7.7K -64 -5%
CLOS
1039
Compagnie Lombard Odier SCmA
Switzerland
$149K -$6.12K -51 -4%
SBL
1040
Sargent Bickham Lagudis
Colorado
$144K -$5.51K -46 -4%
FWM
1041
Focused Wealth Management
New York
$144K – – –
IBOK
1042
Independence Bank of Kentucky
Kentucky
$141K -$12K -100 -8%
CWC
1043
Carolinas Wealth Consulting
North Carolina
$136K +$60.9K +507 +81%
OC
1044
Oakworth Capital
Alabama
$132K -$10.5K -87 -7%
PWM
1045
Perigon Wealth Management
California
$132K +$132K +1,100 New
AIM
1046
Anchor Investment Management
South Carolina
$131K +$3K +25 +2%
PB
1047
Pinnacle Bancorp
Nebraska
$130K – – –
SCM
1048
Silvant Capital Management
Georgia
$130K – – –
RFA
1049
Reilly Financial Advisors
California
$126K +$13.1K +109 +12%
CB
1050
CNB Bank
Pennsylvania
$125K +$360 +3 +0.3%
40 41
42
43 44