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Eaton
ETN

Overview Fund Activity

1,167 hedge funds and large institutions have $31.3B invested in Eaton in 2019 Q4 according to their latest regulatory filings, with 170 funds opening new positions, 362 increasing their positions, 455 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,167
Holders Change
+92
Holders Change %
+8.56%
% of All Funds
23.05%
Holding in Top 10
18
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+125%
% of All Funds
0.36%
New
170
Increased
362
Reduced
455
Closed
59
Calls
$321M
Puts
$229M
Net Calls
+$92.2M
Net Calls Change
+$31.6M

Top Buyers

1
Citadel Advisors
Citadel Advisors
Florida
+$436M
2
FMI
Fiduciary Management Inc
Wisconsin
+$198M
3
UIM
USS Investment Management
United Kingdom
+$163M
4
Goldman Sachs
Goldman Sachs
New York
+$149M
5
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$105M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$490M
2
Lazard Asset Management
Lazard Asset Management
New York
-$287M
3
Boston Partners
Boston Partners
Massachusetts
-$264M
4
Allianz Asset Management
Allianz Asset Management
Germany
-$77.8M
5
DC
Davenport & Co
Virginia
-$63.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
BWP
1101
Baldwin Wealth Partners
Massachusetts
$16K +$2.91K +30 +22%
WLPWM
1102
Walled Lake Planning & Wealth Management
Illinois
$16K +$16K +173 New
MF
1103
Manchester Financial
California
$15K +$15K +160 New
BWM
1104
Baystate Wealth Management
Massachusetts
$14K -$671 -7 -5%
NCM
1105
New Capital Management
Texas
$14K – – –
ATC
1106
Adirondack Trust Company
New York
$14K – – –
IA
1107
IndexIQ Advisors
New York
$14K +$14K +145 New
CAM
1108
CenterStar Asset Management
Illinois
$13K – – –
JSC
1109
Jackson Square Capital
California
$13K +$13K +135 New
FP
1110
Financial Perspectives
Minnesota
$11.7K +$11.7K +124 New
WQ
1111
Wealth Quarterback
New Jersey
$11.7K +$11.7K +1,634 New
BBHC
1112
Brown Brothers Harriman & Co
New York
$11K – – –
FEG
1113
Financial Enhancement Group
Indiana
$11K – – –
TWA
1114
TCI Wealth Advisors
Arizona
$11K +$2.39K +25 +28%
HWM
1115
HighMark Wealth Management
Minnesota
$11K +$11K +120 New
TSW
1116
Thompson Siegel & Walmsley
Virginia
$10K – – –
BL
1117
Balentine LLC
Georgia
$10K +$971 +10 +11%
JFA
1118
JNBA Financial Advisors
Minnesota
$10K +$1.67K +18 +20%
TL
1119
TrueWealth LLC
Georgia
$9K – – –
BCM
1120
Bourgeon Capital Management
Connecticut
$9K – – –
GWS
1121
Glassman Wealth Services
Virginia
$9K +$1.21K +13 +15%
HWM
1122
Howard Wealth Management
Connecticut
$9K +$9K +100 New
GC
1123
Globeflex Capital
California
$8K – – –
TIM
1124
Tortoise Investment Management
New York
$8K +$1.82K +20 +29%
CHA
1125
Carmichael Hill & Associates
Maryland
$8K +$8K +87 New
43 44
45
46 47