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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 %
SMH
1076
Sanders Morris Harris
Texas
$512K – – –
HC
1077
Hourglass Capital
Texas
$512K – – –
WI
1078
Wedgewood Investors
Pennsylvania
$512K -$44.8K -210 -8%
EWM
1079
Empirical Wealth Management
Washington
$508K -$118K -555 -19%
MCM
1080
Monument Capital Management
Virginia
$506K +$2.35K +11 +0.5%
FPAS
1081
Focus Partners Advisor Solutions
Missouri
$503K +$23.2K +109 +5%
MA
1082
Mutual Advisors
Nebraska
$503K +$15.1K +71 +3%
LC
1083
Lindbrook Capital
California
$501K +$68K +319 +16%
CIM
1084
Contravisory Investment Management
Massachusetts
$500K -$42.2K -198 -8%
OCG
1085
Opus Capital Group
Ohio
$498K -$48K -225 -9%
VCA
1086
Verdence Capital Advisors
Maryland
$498K -$10.2K -48 -2%
KLC
1087
Knowledge Leaders Capital
Colorado
$497K -$638K -2,992 -56%
SIM
1088
Sentry Investment Management
Wisconsin
$494K -$65.1K -305 -12%
FB
1089
First Bancorp
Maine
$493K -$6.4K -30 -1%
KWMG
1090
King Wealth Management Group
Florida
$493K – – –
FCFC
1091
First Commonwealth Financial Corp
Pennsylvania
$491K -$28.6K -134 -5%
RB
1092
Rodgers Brothers
Pennsylvania
$491K – – –
CFO
1093
Collective Family Office
Pennsylvania
$491K -$1.71K -8 -0.3%
TTWM
1094
TCV Trust & Wealth Management
Virginia
$491K +$224K +1,050 +84%
GWM
1095
Geneos Wealth Management
Colorado
$489K -$20.9K -98 -4%
SIC
1096
Sterling Investment Counsel
New York
$488K +$56.1K +263 +13%
QI
1097
Qtron Investments
Massachusetts
$483K +$109K +511 +29%
PWP
1098
Phillips Wealth Planners
Mississippi
$482K -$6K -30 -1%
LFA
1099
Legacy Financial Advisors
Kentucky
$482K +$24.3K +114 +5%
ACM
1100
AUA Capital Management
Pennsylvania
$480K +$97K +455 +25%
42 43
44
45 46