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Eaton
ETN

Overview Fund Activity

1,167 hedge funds and large institutions have $31.3B invested in Eaton in 2019 Q4 according to their latest regulatory filings, with 170 funds opening new positions, 362 increasing their positions, 455 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,167
Holders Change
+92
Holders Change %
+8.56%
% of All Funds
23.05%
Holding in Top 10
18
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+125%
% of All Funds
0.36%
New
170
Increased
362
Reduced
455
Closed
59
Calls
$321M
Puts
$229M
Net Calls
+$92.2M
Net Calls Change
+$31.6M

Top Buyers

1
Citadel Advisors
Citadel Advisors
Florida
+$436M
2
FMI
Fiduciary Management Inc
Wisconsin
+$198M
3
UIM
USS Investment Management
United Kingdom
+$163M
4
Goldman Sachs
Goldman Sachs
New York
+$149M
5
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$105M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$490M
2
Lazard Asset Management
Lazard Asset Management
New York
-$287M
3
Boston Partners
Boston Partners
Massachusetts
-$264M
4
Allianz Asset Management
Allianz Asset Management
Germany
-$77.8M
5
DC
Davenport & Co
Virginia
-$63.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
1NWS
1151
1 North Wealth Services
Maryland
$3K – – –
LF
1152
Lee Financial
Texas
$3K – – –
GEA
1153
Glen Eagle Advisors
New Jersey
$2.71K +$93 +1 +4%
FPFS
1154
First Personal Financial Services
North Carolina
$2K -$21.4K -225 -91%
FANJ
1155
Financial Architects (New Jersey)
New Jersey
$2K – – –
PWP
1156
Personal Wealth Partners
Minnesota
$2K – – –
AWM
1157
Atticus Wealth Management
Florida
$2K +$2K +18 New
LPWM
1158
Lake Point Wealth Management
Texas
$2K +$2K +22 New
CWA
1159
Capital Wealth Alliance
Arizona
$2K +$2K +24 New
NR
1160
Newfound Research
Massachusetts
$1K -$417 -5 -29%
NSB
1161
Norway Savings Bank
Maine
$1K – – –
Fidelity International
1162
Fidelity International
Bermuda
$1K +$769 +10 +333%
LWM
1163
Lionsbridge Wealth Management
Florida
$1K +$1K +12 New
LP
1164
LMR Partners
United Kingdom
$841 +$597 +6,305 +245%
FCH
1165
Freestone Capital Holdings
Washington
$433 +$4 +42 +0.9%
LS
1166
Leelyn Smith
Illinois
$58 +$58 +610 New
PGAM
1167
Princeton Global Asset Management
New Jersey
$23 +$23 +246 New
SGAM
1168
Smith Group Asset Management
Texas
– -$21.4M -257,848 Closed
Capital International Investors
1169
Capital International Investors
California
– -$17.6M -211,468 Closed
UB
1170
UMB Bank
Missouri
– -$9.9K -119,062 Closed
BCP
1171
Blue Chip Partners
Michigan
– -$7.57M -91,072 Closed
QIM
1172
Quantitative Investment Management
Virginia
– -$7.08M -85,094 Closed
QT
1173
Quantbot Technologies
New York
– -$6.53M -78,491 Closed
MSE
1174
MUFG Securities EMEA
United Kingdom
– -$6.15M -73,916 Closed
JG
1175
Jefferies Group
New York
– -$5.02M -60,376 Closed
45 46
47
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