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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 %
CAG
1026
Csenge Advisory Group
Florida
$262K -$173K -1,226 -40%
HFG
1027
Heron Financial Group
New York
$262K -$10.5K -75 -4%
BJL
1028
Brighton Jones LLC
Washington
$261K +$261K +1,890 New
IP
1029
Innovative Portfolios
Indiana
$260K +$260K +1,877 New
CCM
1030
Covington Capital Management
California
$259K +$969 +7 +0.4%
FWP
1031
Firethorn Wealth Partners
Georgia
$258K -$830 -6 -0.3%
MHS
1032
M Holdings Securities
Oregon
$258K +$258K +1,867 New
RE
1033
RBC Europe
United Kingdom
$257K +$13.1K +95 +5%
SIA
1034
SeaBridge Investment Advisors
New Jersey
$256K -$16.6K -120 -6%
KW
1035
KWB Wealth
California
$256K +$256K +1,848 New
PAA
1036
Peregrine Asset Advisers
Oregon
$256K +$256K +1,853 New
MWM
1037
Mission Wealth Management
California
$255K -$1.38K -10 -0.5%
DBT
1038
Dubuque Bank & Trust
Iowa
$254K -$4.98K -36 -2%
SCG
1039
Sonata Capital Group
Washington
$254K – – –
BTWM
1040
Baker Tilly Wealth Management
Wisconsin
$253K +$253K +1,833 New
AWE
1041
Avidian Wealth Enterprises
Texas
$252K +$252K +1,820 New
CFO
1042
Collective Family Office
Pennsylvania
$251K -$4.7K -34 -2%
SA
1043
Strategic Advisors
New York
$251K +$37K +268 +17%
GD
1044
Grandfield & Dodd
New York
$250K – – –
CFA
1045
CWS Financial Advisors
Michigan
$249K -$2.77K -20 -1%
LFA
1046
Landmark Financial Advisors
Kentucky
$249K – – –
1SB
1047
1ST Source Bank
Indiana
$248K -$26K -188 -9%
WFC
1048
Western Financial Corp
California
$248K – – –
BTW
1049
Boston Trust Walden
Massachusetts
$245K – – –
LSPW
1050
Lake Street Private Wealth
Illinois
$245K +$245K +1,775 New
40 41
42
43 44