ETN icon

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 %
RIM
1126
RW Investment Management
Idaho
$396K – – –
WA
1127
WealthTrust Axiom
Pennsylvania
$395K -$10.1K -50 -2%
IWP
1128
Invenio Wealth Partners
Florida
$394K +$394K +1,961 New
PCM
1129
Pointe Capital Management
Michigan
$394K +$4.83K +24 +1%
CWA
1130
CM Wealth Advisors
Ohio
$393K +$393K +1,935 New
SPWG
1131
Sage Private Wealth Group
Illinois
$393K +$201 +1 +0.1%
AWA
1132
Arkadios Wealth Advisors
Georgia
$389K -$50.3K -250 -11%
IA
1133
IFP Advisors
Florida
$388K +$61.1K +304 +19%
SFS
1134
Summit Financial Strategies
Ohio
$388K +$20.1K +100 +5%
WIC
1135
Woodmont Investment Counsel
Tennessee
$385K -$2.82K -14 -0.7%
CB
1136
Community Bank
New York
$385K -$33.2K -165 -8%
BCG
1137
Breakwater Capital Group
New Jersey
$383K +$37K +184 +11%
HPC
1138
HM Payson & Co
Maine
$382K +$50.1K +249 +15%
CL
1139
Choreo LLC
Illinois
$381K +$2.61K +13 +0.7%
VCM
1140
Virtue Capital Management
Tennessee
$380K -$40.6K -204 -10%
TLCM
1141
Twin Lakes Capital Management
California
$379K – – –
LHC
1142
Little House Capital
Massachusetts
$378K – – –
FBFS
1143
First Business Financial Services
Wisconsin
$378K – – –
AR
1144
Advisory Research
Illinois
$378K +$378K +1,879 New
PCS
1145
Personal CFO Solutions
New Jersey
$376K +$16.5K +82 +5%
JSA
1146
Jacobson & Schmitt Advisors
Wisconsin
$376K – – –
RWMG
1147
Redwood Wealth Management Group
New Jersey
$375K +$1.61K +8 +0.4%
KTA
1148
Keeley-Teton Advisors
Illinois
$375K – – –
HFG
1149
Heron Financial Group
New York
$374K -$1.21K -6 -0.3%
GLA
1150
Great Lakes Advisors
Illinois
$373K +$6.44K +32 +2%
44 45
46
47 48