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Eaton
ETN

Overview Fund Activity

1,338 hedge funds and large institutions have $47.5B invested in Eaton in 2021 Q3 according to their latest regulatory filings, with 123 funds opening new positions, 510 increasing their positions, 462 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,338
Holders Change
+34
Holders Change %
+2.61%
% of All Funds
23.5%
Holding in Top 10
20
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-9.09%
% of All Funds
0.35%
New
123
Increased
510
Reduced
462
Closed
72
Calls
$322M
Puts
$187M
Net Calls
+$135M
Net Calls Change
-$6.7M

Top Buyers

1
ClearBridge Investments
ClearBridge Investments
New York
+$537M
2
CS
Credit Suisse
Switzerland
+$187M
3
CAM
Congress Asset Management
Massachusetts
+$92.4M
4
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$62.2M
5
FMI
Factory Mutual Insurance
Massachusetts
+$62M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$314M
2
BlackRock
BlackRock
New York
-$202M
3
Norges Bank
Norges Bank
Norway
-$169M
4
UIM
USS Investment Management
United Kingdom
-$159M
5
Nuveen Asset Management
Nuveen Asset Management
Illinois
-$141M
Name Holding Trade Value Shares
Change 		Shares
Change %
DDC
1126
DF Dent & Co
Maryland
$210K – – –
CIAS
1127
Capital Investment Advisory Services
North Carolina
$209K -$95.6K -642 -31%
AIM
1128
Avity Investment Management
Connecticut
$209K -$9.11K -61 -4%
IAMOG
1129
Investors Asset Management of Georgia
Georgia
$209K – – –
HWM
1130
HFR Wealth Management
New York
$209K – – –
BAS
1131
Brown Advisory Securities
Maryland
$208K -$29.1K -194 -12%
CRWM
1132
Castle Rock Wealth Management
California
$208K -$5.03K -29 -2%
ECG
1133
Edge Capital Group
Georgia
$208K -$1.94K -13 -0.9%
HHGA
1134
Halbert Hargrove Global Advisors
California
$208K +$3.43K +23 +2%
RFA
1135
Reilly Financial Advisors
California
$207K +$42.1K +282 +25%
LCM
1136
Logan Capital Management
Pennsylvania
$206K – – –
OC
1137
Oakworth Capital
Alabama
$206K – – –
GL
1138
Graypoint LLC
New York
$206K +$206K +1,377 New
MIC
1139
Meridian Investment Counsel
California
$204K – – –
WPP
1140
Whalerock Point Partners
Rhode Island
$202K – – –
ERWM
1141
Elk River Wealth Management
Colorado
$202K – – –
GIA
1142
Gladstone Institutional Advisory
Florida
$202K +$202K +1,352 New
RPWA
1143
Regent Peak Wealth Advisors
Georgia
$201K +$599 +4 +0.3%
PFM
1144
Parsec Financial Management
North Carolina
$201K +$201K +1,149 New
CAL
1145
Capital Advisors Ltd
Ohio
$197K +$74.2K +496 +60%
LTI
1146
Laffer Tengler Investments
Tennessee
$197K +$132K +882 +202%
DFCM
1147
Dark Forest Capital Management
Puerto Rico
$196K +$79.8K +535 +69%
CF
1148
Centaurus Financial
California
$193K +$193K +1,293 New
PWMG
1149
Prestige Wealth Management Group
New Jersey
$189K +$15.7K +105 +9%
SBL
1150
Sargent Bickham Lagudis
Colorado
$183K +$19.1K +128 +12%
44 45
46
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