ETN icon

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 %
SCA
1126
Sandy Cove Advisors
Massachusetts
$443K +$640 +3 +0.1%
TA
1127
TrueWealth Advisors
Alabama
$439K -$10K -47 -2%
FBFS
1128
First Business Financial Services
Wisconsin
$436K +$34.8K +163 +9%
CIM
1129
Confluence Investment Management
Missouri
$433K +$433K +2,031 New
KOC
1130
Koss-Olinger Consulting
Florida
$429K -$84.7K -397 -16%
SAM
1131
Smithbridge Asset Management
Pennsylvania
$427K +$214K +1,000 +100%
MFC
1132
Mechanics Financial Corp
Ohio
$427K – – –
DCM
1133
Dudley Capital Management
Virginia
$425K -$198K -930 -32%
NPT
1134
Nixon Peabody Trust
Massachusetts
$424K +$211K +989 +99%
CL
1135
Choreo LLC
Illinois
$422K +$17.7K +83 +4%
RIM
1136
RW Investment Management
Idaho
$420K – – –
PCM
1137
Pointe Capital Management
Michigan
$420K +$2.35K +11 +0.6%
C
1138
Certuity
Florida
$420K +$190K +892 +83%
SPWG
1139
Sage Private Wealth Group
Illinois
$419K +$2.56K +12 +0.6%
FWP
1140
Firethorn Wealth Partners
Georgia
$419K +$43.1K +202 +11%
WIC
1141
Woodmont Investment Counsel
Tennessee
$419K +$10.7K +50 +3%
TIA
1142
Traphagen Investment Advisors
New Jersey
$419K +$4.27K +20 +1%
JSA
1143
Jacobson & Schmitt Advisors
Wisconsin
$419K +$20K +94 +5%
WA
1144
WealthTrust Axiom
Pennsylvania
$419K – – –
WCG
1145
Weaver Consulting Group
California
$417K +$69.3K +325 +20%
LSPW
1146
Lake Street Private Wealth
Illinois
$417K +$80.2K +372 +24%
RFA
1147
Register Financial Advisors
Georgia
$415K -$6.4K -30 -2%
VCAM
1148
Van Cleef Asset Management
Ohio
$413K -$21.3K -100 -5%
SFS
1149
Summit Financial Strategies
Ohio
$412K – – –
CFG
1150
Carr Financial Group
Massachusetts
$411K -$47.9K -223 -10%
44 45
46
47 48