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Eaton
ETN

Overview Fund Activity

2,254 hedge funds and large institutions have $107B invested in Eaton in 2024 Q4 according to their latest regulatory filings, with 294 funds opening new positions, 856 increasing their positions, 759 reducing their positions, and 109 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,254
Holders Change
+149
Holders Change %
+7.08%
% of All Funds
30%
Holding in Top 10
62
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-10.14%
% of All Funds
0.83%
New
294
Increased
856
Reduced
759
Closed
109
Calls
$1.13B
Puts
$1.37B
Net Calls
-$240M
Net Calls Change
-$601M

Top Buyers

1
Capital International Investors
Capital International Investors
California
+$524M
2
Morgan Stanley
Morgan Stanley
New York
+$390M
3
BlackRock
BlackRock
New York
+$303M
4
Janus Henderson Group
Janus Henderson Group
United Kingdom
+$195M
5
Bank Julius Baer & Co
Bank Julius Baer & Co
Switzerland
+$154M

Top Sellers

1
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$419M
2
Capital World Investors
Capital World Investors
California
-$374M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$362M
4
IAIM
International Assets Investment Management
Florida
-$355M
5
Bank of America
Bank of America
North Carolina
-$345M
Name Holding Trade Value Shares
Change 		Shares
Change %
NERM
1201
New England Research & Management
Illinois
$1.02M +$573K +1,725 +128%
RS
1202
R Squared
Hong Kong
$1.02M +$1.02M +3,070 New
PAMG
1203
Patton Albertson Miller Group
Tennessee
$1.02M +$2.66K +8 +0.3%
TF
1204
Tompkins Financial
New York
$1.01M – – –
OFS
1205
OneAscent Financial Services
Alabama
$1.01M +$33.9K +102 +3%
RFW
1206
Rainier Family Wealth
Washington
$1M +$1M +3,028 New
PWPS
1207
Pinnacle Wealth Planning Services
Ohio
$1M -$119K -360 -11%
EP
1208
Edgestream Partners
New Jersey
$1M +$233K +701 +30%
DWA
1209
Douglass Winthrop Advisors
New York
$1M +$161K +485 +19%
MC
1210
Machina Capital
France
$998K +$586K +1,766 +142%
AF
1211
Ally Financial
Michigan
$996K -$332K -1,000 -25%
SACTSONJ
1212
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$996K – – –
RC
1213
Rithm Capital
New York
$996K +$996K +3,000 New
PGCM
1214
Prescott Group Capital Management
Oklahoma
$996K +$996K +3,000 New
MYIA
1215
Mount Yale Investment Advisors
Colorado
$995K +$15.3K +46 +2%
MWM
1216
MorganRosel Wealth Management
Colorado
$994K -$166K -499 -14%
KIA
1217
Knollwood Investment Advisory
Maryland
$992K – – –
GA
1218
GSG Advisors
New Jersey
$992K – – –
MFGM
1219
Marshall Financial Group (Maryland)
Maryland
$992K +$11.9K +36 +1%
ANBT
1220
American National Bank & Trust
Texas
$990K – – –
MWM
1221
Meridian Wealth Management
Kentucky
$986K +$321K +966 +48%
AWA
1222
Arkadios Wealth Advisors
Georgia
$986K -$276K -832 -22%
SWM
1223
Shelton Wealth Management
Texas
$985K +$33.2K +100 +3%
WIC
1224
Wilkins Investment Counsel
Massachusetts
$984K +$38.5K +116 +4%
CBT
1225
CoreFirst Bank & Trust
Kansas
$984K -$306K -922 -24%
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