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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 %
ERWM
1301
Elk River Wealth Management
Colorado
$206K +$206K +1,200 New
LCC
1302
Lincoln Capital Corp
Rhode Island
$205K +$205K +1,199 New
CRWM
1303
Castle Rock Wealth Management
California
$205K +$205K +1,200 New
SG
1304
StoneX Group
New York
$204K +$204K +1,192 New
IBOK
1305
Independence Bank of Kentucky
Kentucky
$204K -$6K -35 -3%
AIM
1306
Anchor Investment Management
South Carolina
$204K – – –
MWM
1307
Modera Wealth Management
New Jersey
$204K +$204K +1,190 New
TWA
1308
Talisman Wealth Advisors
New Jersey
$203K +$203K +1,183 New
FMLI
1309
Fukoku Mutual Life Insurance
Japan
$203K +$203K +1,184 New
PWLP
1310
Prio Wealth Limited Partnership
Massachusetts
$202K +$202K +1,181 New
CG
1311
Clifford Group
Massachusetts
$202K +$202K +1,180 New
ATC
1312
Adirondack Trust Company
New York
$193K – – –
JWA
1313
JFS Wealth Advisors
Pennsylvania
$192K -$857 -5 -0.4%
AA
1314
Alta Advisers
United Kingdom
$188K – – –
WAM
1315
Worth Asset Management
Texas
$188K – – –
VWM
1316
Venturi Wealth Management
Texas
$188K +$188K +1,095 New
CWM
1317
Compass Wealth Management
Connecticut
$187K +$11K +64 +6%
QC
1318
Quent Capital
New York
$187K +$45.6K +266 +32%
HFM
1319
Harvest Fund Management
China
$186K +$66.5K +387 +56%
CHAM
1320
Clear Harbor Asset Management
Connecticut
$183K – – –
EWA
1321
EverSource Wealth Advisors
Alabama
$182K -$138K -806 -43%
CI Investments Inc
1322
CI Investments Inc
Ontario, Canada
$180K -$11.2K -65 -6%
JFGIW
1323
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$178K +$153K +893 +620%
CTB
1324
Country Trust Bank
Illinois
$167K – – –
KFI
1325
Key Financial Inc
Pennsylvania
$164K – – –
51 52
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