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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 %
CC
1151
Courier Capital
New York
$373K +$201 +1 +0.1%
RMCM
1152
Reynders McVeigh Capital Management
Massachusetts
$373K – – –
ACM
1153
Alethea Capital Management
Washington
$372K -$121K -600 -24%
CT
1154
Chicago Trust
Illinois
$370K +$4.02K +20 +1%
ST
1155
Spinnaker Trust
Maine
$369K +$40.2K +200 +12%
SCG
1156
Sonata Capital Group
Washington
$369K – – –
GHAM
1157
Gilman Hill Asset Management
Connecticut
$367K – – –
WIA
1158
Westbourne Investment Advisors
Maryland
$362K -$8.05K -40 -2%
LFA
1159
Landmark Financial Advisors
Kentucky
$362K – – –
RIS
1160
Retirement Income Solutions
Michigan
$362K – – –
ACM
1161
AUA Capital Management
Pennsylvania
$361K -$138K -688 -28%
CFA
1162
CWS Financial Advisors
Michigan
$361K – – –
PCP
1163
Proficio Capital Partners
Massachusetts
$359K -$2.21K -11 -0.6%
GSEP
1164
Golden State Equity Partners
California
$357K +$91.1K +453 +34%
ANTB
1165
AMG National Trust Bank
Colorado
$355K -$77.4K -385 -18%
FWP
1166
Firethorn Wealth Partners
Georgia
$355K +$1.01K +5 +0.3%
GWSG
1167
GPS Wealth Strategies Group
Colorado
$353K +$16.5K +82 +5%
QI
1168
Qtron Investments
Massachusetts
$353K – – –
CAM
1169
Columbia Asset Management
Michigan
$352K +$4.03K +20 +1%
LC
1170
Landaas & Company
Wisconsin
$350K +$350K +1,740 New
HCM
1171
Hollencrest Capital Management
California
$348K – – –
GWAG
1172
Garrett Wealth Advisory Group
Texas
$347K -$26.1K -130 -7%
SIA
1173
Soltis Investment Advisors
Utah
$346K +$39.6K +197 +13%
PTP
1174
Platform Technology Partners
New York
$346K +$609 +3 +0.2%
JSC
1175
Jackson Square Capital
California
$344K -$15.9K -79 -4%
45 46
47
48 49