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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 %
NICM
1101
Neo Ivy Capital Management
New York
$479K +$479K +2,244 New
ACP
1102
Aviance Capital Partners
Florida
$478K – – –
GA
1103
Geller Advisors
New York
$477K -$3.2K -15 -0.7%
CBB
1104
Citizens Business Bank
California
$477K -$18.1K -85 -4%
MCA
1105
MSH Capital Advisors
Arizona
$473K – – –
WBC
1106
West Branch Capital
Massachusetts
$473K – – –
TW
1107
Transform Wealth
Colorado
$472K -$7.47K -35 -2%
HDIM
1108
Hanson & Doremus Investment Management
Vermont
$470K -$9.81K -46 -2%
WMSA
1109
Weiss Multi-Strategy Advisers
New York
$469K -$7.37M -34,555 -94%
IWP
1110
Invenio Wealth Partners
Florida
$469K +$50.5K +237 +12%
FMWA
1111
Forvis Mazars Wealth Advisors
Missouri
$468K -$364K -1,708 -44%
V
1112
VeraBank
Texas
$467K – – –
AR
1113
Advisory Research
Illinois
$467K +$66.1K +310 +16%
GWSG
1114
GPS Wealth Strategies Group
Colorado
$467K +$91.9K +431 +25%
GWP
1115
Gateway Wealth Partners
Wisconsin
$466K -$51K -239 -10%
GA
1116
GSG Advisors
New Jersey
$465K +$465K +2,181 New
BCG
1117
Breakwater Capital Group
New Jersey
$464K +$55K +256 +13%
LFM
1118
LGT Fund Management
Liechtenstein
$463K -$210K -1,000 -31%
BW
1119
Bison Wealth
Georgia
$459K -$1.92K -9 -0.4%
FAFN
1120
First Affirmative Financial Network
Colorado
$455K +$4.05K +19 +0.9%
CT
1121
Columbia Trust
Oregon
$454K – – –
AWA
1122
Arkadios Wealth Advisors
Georgia
$451K +$39K +183 +9%
HNWAG
1123
High Net Worth Advisory Group
Florida
$446K -$3.2K -15 -0.7%
SS
1124
Sunbelt Securities
Texas
$445K -$21.3K -100 -5%
IIM
1125
InTrack Investment Management
Vermont
$444K -$511K -2,396 -53%
43 44
45
46 47