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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 %
LFA
1101
Legacy Financial Advisors
Kentucky
$431K -$60.1K -299 -12%
TPM
1102
Triasima Portfolio Management
Quebec, Canada
$431K +$431K +1,620 New
AIM
1103
Aspen Investment Management
Michigan
$430K +$19.1K +95 +5%
NFG
1104
Nations Financial Group
Iowa
$430K -$20.9K -104 -5%
CFG
1105
Carr Financial Group
Massachusetts
$430K – – –
GW
1106
GW & Wade
Massachusetts
$429K +$30.3K +151 +8%
CT
1107
Columbia Trust
Oregon
$428K – – –
FAFN
1108
First Affirmative Financial Network
Colorado
$426K +$116K +575 +37%
HNWAG
1109
High Net Worth Advisory Group
Florida
$424K +$3.02K +15 +0.7%
TA
1110
TrueWealth Advisors
Alabama
$423K +$40.4K +201 +11%
OA
1111
Oxbow Advisors
Texas
$422K +$101K +500 +31%
SCA
1112
Sandy Cove Advisors
Massachusetts
$417K +$122K +609 +42%
SDIC
1113
South Dakota Investment Council
South Dakota
$417K -$141K -700 -25%
VCM
1114
Vigilant Capital Management
Maine
$414K – – –
VI
1115
Versor Investments
New York
$412K -$430K -2,140 -51%
SC
1116
Steph & Co
Wisconsin
$410K +$1.81K +9 +0.4%
VCAM
1117
Van Cleef Asset Management
Ohio
$410K – – –
CG
1118
Clarus Group
Texas
$410K +$41K +204 +11%
LC
1119
Lindbrook Capital
California
$408K -$1.41K -7 -0.3%
SIC
1120
Sterling Investment Counsel
New York
$408K +$99.9K +497 +32%
FNA
1121
First National Advisers
Nebraska
$405K -$45.5K -226 -10%
MFC
1122
Mechanics Financial Corp
Ohio
$402K – – –
CC
1123
Corton Capital
Ontario, Canada
$401K +$401K +1,994 New
GS
1124
GTS Securities
New York
$401K +$401K +1,993 New
RFA
1125
Register Financial Advisors
Georgia
$397K -$29.8K -148 -7%
43 44
45
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