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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 %
APM
1151
Advanced Portfolio Management
New York
$409K +$409K +1,920 New
NP
1152
NorthRock Partners
Minnesota
$409K +$65.1K +305 +19%
CI Investments Inc
1153
CI Investments Inc
Ontario, Canada
$407K +$171K +803 +73%
OA
1154
Oxbow Advisors
Texas
$405K -$42.7K -200 -10%
RWA
1155
Ropes Wealth Advisors
Massachusetts
$405K -$56.5K -265 -12%
GSEP
1156
Golden State Equity Partners
California
$404K +$25.2K +118 +7%
CB
1157
Community Bank
New York
$403K -$5.33K -25 -1%
TLCM
1158
Twin Lakes Capital Management
California
$402K – – –
LHC
1159
Little House Capital
Massachusetts
$401K – – –
SDIC
1160
South Dakota Investment Council
South Dakota
$400K -$42.7K -200 -10%
SIA
1161
Soltis Investment Advisors
Utah
$399K +$31.4K +147 +9%
KTA
1162
Keeley-Teton Advisors
Illinois
$398K – – –
CC
1163
Courier Capital
New York
$396K – – –
HPC
1164
HM Payson & Co
Maine
$395K -$10.7K -50 -3%
NSAM
1165
North Star Asset Management
Wisconsin
$394K +$31.1K +146 +9%
ST
1166
Spinnaker Trust
Maine
$392K – – –
PCP
1167
Proficio Capital Partners
Massachusetts
$392K +$10.9K +51 +3%
SCG
1168
Sonata Capital Group
Washington
$391K – – –
PCS
1169
Personal CFO Solutions
New Jersey
$391K -$8.32K -39 -2%
KP
1170
Keel Point
Alabama
$390K -$71.9K -337 -16%
GHAM
1171
Gilman Hill Asset Management
Connecticut
$389K – – –
AG
1172
Appleton Group
Wisconsin
$389K -$129K -605 -25%
LFA
1173
Landmark Financial Advisors
Kentucky
$384K – – –
RIS
1174
Retirement Income Solutions
Michigan
$383K – – –
CFA
1175
CWS Financial Advisors
Michigan
$382K – – –
45 46
47
48 49