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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 %
MUMSS
1276
Mitsubishi UFJ Morgan Stanley Securities
Japan
$288K +$288K +1,350 New
OWA
1277
Outlook Wealth Advisors
Texas
$286K +$16.8K +79 +6%
VCP
1278
Verus Capital Partners
Arizona
$284K +$64K +300 +29%
PF
1279
Phoenix Financial
Israel
$284K -$815K -3,763 -74%
RFS
1280
Retirement Financial Solutions
Tennessee
$284K +$5.33K +25 +2%
SF
1281
Symphony Financial
Texas
$283K -$1.68K -8 -0.6%
DCM
1282
Driehaus Capital Management
Illinois
$283K -$4.91K -23 -2%
CIAS
1283
Capital Investment Advisory Services
North Carolina
$281K -$2.13K -10 -0.8%
SNB
1284
Security National Bank
Nebraska
$280K – – –
NPA
1285
Nichols & Pratt Advisers
Massachusetts
$280K +$40.1K +188 +17%
CS
1286
Cannell & Spears
New York
$280K +$2.35K +11 +0.8%
SSWM
1287
Strait & Sound Wealth Management
California
$278K -$6.19K -29 -2%
PMFA
1288
Plante Moran Financial Advisors
Michigan
$277K -$52.7K -247 -16%
OHWA
1289
Oak Hill Wealth Advisors
Virginia
$277K – – –
MCM
1290
McRae Capital Management
New Jersey
$277K – – –
GFP
1291
Gryphon Financial Partners
Ohio
$276K -$8.32K -39 -3%
DLA
1292
Douglas Lane & Associates
New York
$276K +$276K +1,292 New
PFP
1293
Paragon Financial Partners
California
$275K +$1.07K +5 +0.4%
QC
1294
Quent Capital
New York
$274K +$41.6K +195 +18%
PFGIA
1295
Patriot Financial Group Insurance Agency
Massachusetts
$274K -$8.53K -40 -3%
AWM
1296
Aries Wealth Management
Maine
$274K +$274K +1,293 New
APP
1297
Avantax Planning Partners
Iowa
$273K -$657K -3,079 -71%
FWM
1298
Focused Wealth Management
New York
$273K – – –
SC
1299
Sepio Capital
Utah
$273K – – –
AAP
1300
Arax Advisory Partners
Colorado
$272K +$427 +2 +0.2%
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