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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 %
TC
1226
TownSquare Capital
Utah
$327K +$75.9K +356 +30%
SIM
1227
SSI Investment Management
California
$327K -$3.2K -15 -1%
TNAM
1228
Terra Nova Asset Management
New York
$326K – – –
BWP
1229
Balboa Wealth Partners
Arizona
$325K -$16.8K -79 -5%
IPW
1230
Inlet Private Wealth
Florida
$324K -$398K -1,864 -55%
RPWA
1231
Regent Peak Wealth Advisors
Georgia
$323K +$1.49K +7 +0.5%
PA
1232
Perennial Advisors
New York
$323K – – –
MMPW
1233
Mitchell McLeod Pugh & Williams
Alabama
$323K +$25K +117 +8%
MCM
1234
Mendel Capital Management
Arkansas
$321K – – –
SWA
1235
Stratos Wealth Advisors
Ohio
$319K +$17.5K +82 +6%
LCM
1236
LVM Capital Management
Michigan
$319K – – –
AC
1237
ASB Consultores
Florida
$318K -$170K -799 -35%
TA
1238
Townsend & Associates
Colorado
$318K – – –
RPC
1239
Rossmore Private Capital
Connecticut
$318K – – –
HFP
1240
Holistic Financial Partners
Indiana
$315K +$16K +75 +5%
TPWA
1241
TRUE Private Wealth Advisors
Oregon
$315K +$39K +183 +14%
SB
1242
Sunflower Bank
Texas
$315K -$8.32K -39 -3%
DWM
1243
Drive Wealth Management
Utah
$312K +$14.5K +68 +5%
IAIM
1244
International Assets Investment Management
Florida
$311K -$11.1K -52 -3%
AC
1245
Abbrea Capital
California
$311K +$57.6K +270 +23%
WT
1246
Washington Trust
Rhode Island
$311K -$1.92K -9 -0.6%
OC
1247
Oakworth Capital
Alabama
$309K -$16K -75 -5%
FCA
1248
FinTrust Capital Advisors
South Carolina
$308K +$26.9K +126 +10%
CFO
1249
CVA Family Office
Colorado
$307K -$22.8K -107 -7%
WFI
1250
West Family Investments
California
$306K – – –
48 49
50
51 52