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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 %
WDL
1026
Well Done LLC
Michigan
$527K -$8.65K -43 -2%
SIM
1027
Sentry Investment Management
Wisconsin
$527K – – –
MWM
1028
Modera Wealth Management
New Jersey
$526K +$287K +1,425 +120%
1SB
1029
1ST Source Bank
Indiana
$525K +$16.7K +83 +3%
WI
1030
Wedgewood Investors
Pennsylvania
$525K -$20.1K -100 -4%
BMCM
1031
Burns Matteson Capital Management
New York
$524K +$67.2K +334 +15%
VWA
1032
V Wealth Advisors
Kansas
$523K -$16.5K -82 -3%
TWM
1033
Tradition Wealth Management
Minnesota
$521K -$3.22K -16 -0.6%
SB
1034
Strategic Blueprint
Georgia
$520K +$43.6K +217 +9%
TPA
1035
Trivium Point Advisory
Connecticut
$518K -$14.3K -71 -3%
WG
1036
Welch Group
Alabama
$515K +$515K +2,561 New
OCG
1037
Opus Capital Group
Ohio
$515K – – –
MCM
1038
Mengis Capital Management
Oregon
$512K – – –
CIM
1039
Contravisory Investment Management
Massachusetts
$512K +$13.1K +65 +3%
DBIA
1040
Dumont & Blake Investment Advisors
New Jersey
$511K -$62.2K -309 -11%
PIP
1041
Peachtree Investment Partners
Florida
$511K +$511K +2,540 New
CPSC
1042
Carl P. Sherr & Co
Massachusetts
$508K +$79.8K +397 +19%
CAG
1043
Csenge Advisory Group
Florida
$507K -$30K -149 -6%
Cohen & Steers
1044
Cohen & Steers
New York
$507K +$91.5K +455 +22%
WI
1045
Wintrust Investments
Illinois
$507K +$507K +2,523 New
IRC
1046
Investors Research Corp
Georgia
$506K – – –
JF
1047
Joule Financial
Kentucky
$505K +$179K +890 +55%
DI
1048
DFPG Investments
Utah
$504K +$18.5K +88 +4%
AIM
1049
Alhambra Investment Management
Florida
$504K -$6.03K -30 -1%
SFP
1050
Sandbox Financial Partners
Maryland
$502K +$201 +1 +0%
40 41
42
43 44