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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 %
JWM
1201
Janiczek Wealth Management
Colorado
$322K +$1.61K +8 +0.5%
SIC
1202
Sigma Investment Counselors
Michigan
$322K – – –
MFS
1203
Mirabella Financial Services
United Kingdom
$320K +$320K +1,592 New
SG
1204
StoneX Group
New York
$318K +$78.4K +390 +33%
FCAG
1205
First Capital Advisors Group
New Jersey
$317K – – –
SIA
1206
SkyView Investment Advisors
New Jersey
$317K – – –
FHA
1207
Flagship Harbor Advisors
Massachusetts
$317K – – –
LSPW
1208
Lake Street Private Wealth
Illinois
$314K -$790K -3,927 -72%
PFA
1209
Pathway Financial Advisors
Vermont
$314K – – –
SIM
1210
SSI Investment Management
California
$312K -$50.3K -250 -14%
PMFA
1211
Plante Moran Financial Advisors
Michigan
$311K -$2.61K -13 -0.8%
CFO
1212
CVA Family Office
Colorado
$311K -$7.84K -39 -2%
WHC
1213
Wulff, Hansen & Co
California
$310K – – –
CAL
1214
Capital Advisors Ltd
Ohio
$309K – – –
PAG
1215
Paladin Advisory Group
Iowa
$309K – – –
OC
1216
Oakworth Capital
Alabama
$306K +$28.4K +141 +10%
PPWM
1217
Paragon Private Wealth Management
Kentucky
$306K – – –
TIM
1218
Tevis Investment Management
Texas
$306K +$306K +1,520 New
JSAM
1219
J. Safra Asset Management
New York
$305K +$17.9K +89 +6%
WA
1220
WBH Advisory
Maryland
$305K – – –
PA
1221
Perennial Advisors
New York
$304K – – –
SB
1222
Sunflower Bank
Texas
$304K -$87.7K -436 -22%
TAM
1223
Titleist Asset Management
Texas
$304K +$304K +1,510 New
RPWA
1224
Regent Peak Wealth Advisors
Georgia
$303K -$1.61K -8 -0.5%
HIA
1225
Harbor Investment Advisory
Maryland
$303K -$6.64K -33 -2%
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