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Eaton
ETN

Overview Fund Activity

1,519 hedge funds and large institutions have $56.6B invested in Eaton in 2023 Q1 according to their latest regulatory filings, with 151 funds opening new positions, 560 increasing their positions, 569 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,519
Holders Change
+37
Holders Change %
+2.5%
% of All Funds
24.31%
Holding in Top 10
29
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+20.83%
% of All Funds
0.46%
New
151
Increased
560
Reduced
569
Closed
80
Calls
$523M
Puts
$316M
Net Calls
+$207M
Net Calls Change
-$58.2M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$1.17B
2
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$293M
3
State Street
State Street
Massachusetts
+$233M
4
Ameriprise
Ameriprise
Minnesota
+$152M
5
Bank of America
Bank of America
North Carolina
+$131M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$355M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$243M
3
Citadel Advisors
Citadel Advisors
Florida
-$220M
4
BlackRock
BlackRock
New York
-$212M
5
VOYA Investment Management
VOYA Investment Management
Georgia
-$133M
Name Holding Trade Value Shares
Change 		Shares
Change %
CF
1226
Centaurus Financial
California
$245K +$52.7K +308 +27%
FFN
1227
Focus Financial Network
Minnesota
$245K -$46.9K -274 -16%
JSAM
1228
J. Safra Asset Management
New York
$245K +$49.7K +290 +25%
NL
1229
NWAM LLC
Washington
$245K -$396K -2,312 -62%
SFP
1230
Shepherd Financial Partners
Massachusetts
$244K +$1.03K +6 +0.4%
DDC
1231
DF Dent & Co
Maryland
$244K – – –
GFP
1232
Gryphon Financial Partners
Ohio
$243K -$3.43K -20 -1%
SWA
1233
Stratos Wealth Advisors
Ohio
$242K -$15.4K -90 -6%
BBA
1234
BLB&B Advisors
Pennsylvania
$241K -$543K -3,169 -69%
DWA
1235
Douglass Winthrop Advisors
New York
$238K – – –
XF
1236
XML Financial
Maryland
$237K +$237K +1,386 New
OC
1237
Oakworth Capital
Alabama
$237K – – –
LCM
1238
Logan Capital Management
Pennsylvania
$237K – – –
WFC
1239
Western Financial Corp
California
$237K -$101K -592 -30%
MMPW
1240
Mitchell McLeod Pugh & Williams
Alabama
$235K +$8.57K +50 +4%
AIM
1241
Athena Investment Management
California
$234K – – –
ESCM
1242
Echo Street Capital Management
New York
$234K -$111K -649 -32%
CWM
1243
Cahaba Wealth Management
Georgia
$234K -$12.7K -74 -5%
FFP
1244
FourThought Financial Partners
Florida
$233K -$14.6K -85 -6%
HWM
1245
Hohimer Wealth Management
Washington
$233K +$233K +1,358 New
WPP
1246
Whalerock Point Partners
Rhode Island
$231K – – –
Empower Advisory Group
1247
Empower Advisory Group
Colorado
$231K +$231K +1,355 New
FCM
1248
Fourpath Capital Management
Oklahoma
$230K -$1.71K -10 -0.7%
MHS
1249
M Holdings Securities
Oregon
$229K +$1.37K +8 +0.6%
RIA
1250
Regal Investment Advisors
Michigan
$229K -$16.5K -96 -7%
48 49
50
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