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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 %
Luther King Capital Management (LKCM)
1026
Luther King Capital Management (LKCM)
Texas
$584K -$1.49K -7 -0.3%
SAG
1027
SageView Advisory Group
California
$580K -$8.74K -41 -1%
AIA
1028
Angeles Investment Advisors
California
$579K -$36.7K -172 -6%
FA
1029
Faithward Advisors
Pennsylvania
$579K +$120K +540 +26%
CFG
1030
Citizens Financial Group
Rhode Island
$576K -$170K -798 -23%
JWM
1031
Janiczek Wealth Management
Colorado
$576K +$234K +1,099 +69%
MA
1032
MONECO Advisors
Connecticut
$575K +$66.6K +312 +13%
SIMG
1033
Sonora Investment Management Group
Arizona
$575K – – –
BWS
1034
Buck Wealth Strategies
Colorado
$573K +$505K +2,367 +744%
MFGM
1035
Marshall Financial Group (Maryland)
Maryland
$569K -$64K -300 -10%
BJL
1036
Brighton Jones LLC
Washington
$567K -$16K -75 -3%
BWL
1037
Bogart Wealth LLC
Virginia
$566K -$14.3K -67 -2%
SC
1038
SouthState Corp
Florida
$565K +$5.76K +27 +1%
PK
1039
Pflug Koory
Nebraska
$564K -$26.4K -124 -4%
PNC
1040
Park National Corp
Ohio
$563K -$19.8K -93 -3%
CPSC
1041
Carl P. Sherr & Co
Massachusetts
$560K +$20.3K +95 +4%
WDL
1042
Well Done LLC
Michigan
$559K – – –
GLA
1043
Good Life Advisors
Pennsylvania
$557K +$95.8K +449 +21%
BBA
1044
Baader Bank Aktiengesellschaft
Germany
$555K +$555K +2,600 New
WG
1045
Welch Group
Alabama
$546K – – –
PP
1046
Patron Partners
Texas
$546K +$21.8K +102 +4%
TSWM
1047
Tyler-Stone Wealth Management
Ohio
$545K +$32K +150 +6%
CCFCSB
1048
Cape Cod Five Cents Savings Bank
Massachusetts
$545K +$286K +1,339 +110%
NGA
1049
Naples Global Advisors
Florida
$544K +$18.3K +86 +3%
MCM
1050
Mengis Capital Management
Oregon
$543K – – –
40 41
42
43 44