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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 %
ESCM
1051
Echo Street Capital Management
New York
$540K +$540K +2,534 New
HSA
1052
HBK Sorce Advisory
Pennsylvania
$539K -$45.2K -212 -8%
TPA
1053
Trivium Point Advisory
Connecticut
$539K – – –
WI
1054
Wintrust Investments
Illinois
$538K – – –
Cohen & Steers
1055
Cohen & Steers
New York
$538K – – –
AIM
1056
Aspen Investment Management
Michigan
$538K +$83.1K +390 +18%
SFP
1057
Sandbox Financial Partners
Maryland
$534K +$1.92K +9 +0.4%
BPWM
1058
Badgley Phelps Wealth Managers
Washington
$533K -$26.9K -126 -5%
SC
1059
Saiph Capital
New Jersey
$533K -$30.1K -141 -5%
DI
1060
DFPG Investments
Utah
$532K +$7.21K +33 +1%
TWM
1061
Tradition Wealth Management
Minnesota
$531K -$21.3K -100 -4%
WEG
1062
World Equity Group
Illinois
$531K +$31.3K +141 +6%
CAG
1063
Csenge Advisory Group
Florida
$530K -$8.1K -38 -2%
MWM
1064
Modera Wealth Management
New Jersey
$528K -$29.9K -140 -5%
ACA
1065
Aptus Capital Advisors
Alabama
$527K +$272K +1,277 +107%
BDFN
1066
Bond & Devick Financial Network
Minnesota
$527K – – –
WF
1067
Welch & Forbes
Massachusetts
$524K -$5.97K -28 -1%
DBIA
1068
Dumont & Blake Investment Advisors
New Jersey
$524K -$17K -80 -3%
FAIM
1069
Financial Advocates Investment Management
Washington
$523K -$79.6K -373 -13%
AIM
1070
Alhambra Investment Management
Florida
$523K -$11.7K -55 -2%
SCP
1071
Syntal Capital Partners
Texas
$521K +$521K +2,443 New
CFMC
1072
Curbstone Financial Management Corp
New Hampshire
$520K -$42.7K -200 -8%
ZIC
1073
ZWJ Investment Counsel
Georgia
$517K +$279K +1,308 +117%
NFG
1074
Nations Financial Group
Iowa
$514K +$58K +272 +13%
BSB
1075
Bangor Savings Bank
Maine
$512K +$3.63K +17 +0.7%
41 42
43
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