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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 %
KMWM
1251
Keudell/Morrison Wealth Management
Oregon
$227K -$1.2K -7 -0.5%
WTA
1252
Washington Trust Advisors
Massachusetts
$226K -$127K -742 -36%
GSEP
1253
Golden State Equity Partners
California
$226K +$226K +1,321 New
SNB
1254
Security National Bank
Nebraska
$225K +$2.06K +12 +0.9%
RFS
1255
Retirement Financial Solutions
Tennessee
$224K – – –
IA
1256
Insight Advisors
Pennsylvania
$224K -$68.9K -402 -24%
SSW
1257
Stone Summit Wealth
Florida
$223K -$9.94K -58 -4%
MCM
1258
McRae Capital Management
New Jersey
$223K -$42.8K -250 -16%
OHWA
1259
Oak Hill Wealth Advisors
Virginia
$223K – – –
DWM
1260
Drive Wealth Management
Utah
$222K +$222K +1,296 New
SOS
1261
Silver Oak Securities
Tennessee
$221K +$221K +1,289 New
HP
1262
Hilltop Partners
Indiana
$219K – – –
PFP
1263
Paragon Financial Partners
California
$219K -$67.2K -392 -23%
RIL
1264
Rothschild Investment LLC
Illinois
$219K +$219K +1,276 New
SC
1265
Sepio Capital
Utah
$219K -$685 -4 -0.3%
FWM
1266
Focused Wealth Management
New York
$219K – – –
CIAS
1267
Capital Investment Advisory Services
North Carolina
$219K -$9.42K -55 -4%
SWA
1268
Sax Wealth Advisors
New Jersey
$219K – – –
AWM
1269
Axxcess Wealth Management
California
$218K +$218K +1,273 New
AAP
1270
Arax Advisory Partners
Colorado
$218K -$91.5K -534 -30%
FWA
1271
FSM Wealth Advisors
Ohio
$218K +$218K +1,272 New
CCFCSB
1272
Cape Cod Five Cents Savings Bank
Massachusetts
$217K +$217K +1,267 New
SGC
1273
Slocum, Gordon & Co
Rhode Island
$217K +$217K +1,265 New
WA
1274
Wealth Architects
California
$215K +$215K +1,257 New
KCM
1275
KRS Capital Management
Michigan
$215K +$215K +1,256 New
49 50
51
52 53