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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 %
SNB
1276
Security National Bank
Nebraska
$261K -$2.41K -12 -0.9%
OHWA
1277
Oak Hill Wealth Advisors
Virginia
$261K – – –
MCM
1278
McRae Capital Management
New Jersey
$261K – – –
CS
1279
Cannell & Spears
New York
$261K +$261K +1,300 New
PCA
1280
Pallas Capital Advisors
Massachusetts
$261K -$96K -466 -27%
TPWA
1281
TRUE Private Wealth Advisors
Oregon
$260K +$15.5K +77 +6%
FNBOSM
1282
First National Bank of South Miami
Florida
$258K -$40.2K -200 -13%
PFP
1283
Paragon Financial Partners
California
$258K +$1.21K +6 +0.5%
HP
1284
Hilltop Partners
Indiana
$257K – – –
FWM
1285
Focused Wealth Management
New York
$257K – – –
SC
1286
Sepio Capital
Utah
$257K – – –
SWA
1287
Sax Wealth Advisors
New Jersey
$257K – – –
AAP
1288
Arax Advisory Partners
Colorado
$256K +$402 +2 +0.2%
SGC
1289
Slocum, Gordon & Co
Rhode Island
$254K – – –
OWA
1290
Outlook Wealth Advisors
Texas
$254K +$254K +1,262 New
LA
1291
Legacy Advisors
Pennsylvania
$253K +$7.04K +35 +3%
MSFS
1292
Main Street Financial Solutions
Pennsylvania
$252K +$5.63K +28 +2%
FIM
1293
Freedom Investment Management
Connecticut
$252K +$252K +1,254 New
SSW
1294
Stone Summit Wealth
Florida
$252K -$10.5K -52 -4%
SIC
1295
Shoker Investment Counsel
Ohio
$251K – – –
TCM
1296
Tufton Capital Management
Maryland
$251K – – –
TTWM
1297
TCV Trust & Wealth Management
Virginia
$251K – – –
CAWM
1298
Capital Advisors Wealth Management
Washington
$251K – – –
IF
1299
Intrua Financial
Texas
$251K -$3.62K -18 -1%
MIC
1300
Meridian Investment Counsel
California
$250K – – –
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52
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