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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 %
WP
1301
WealthSource Partners
California
$249K +$249K +1,238 New
LCM
1302
Logan Capital Management
Pennsylvania
$249K -$29K -144 -10%
HIP
1303
HUB Investment Partners
Texas
$249K +$249K +1,238 New
AWA
1304
Arete Wealth Advisors
Illinois
$248K +$248K +1,231 New
CWM
1305
Cahaba Wealth Management
Georgia
$248K -$27.1K -135 -10%
WA
1306
Wealth Architects
California
$247K -$5.43K -27 -2%
ANB
1307
Amarillo National Bank
Texas
$247K -$4.83K -24 -2%
ACM
1308
Ategra Capital Management
Virginia
$247K +$1.41K +7 +0.6%
JE
1309
JMAC Enterprises
Pennsylvania
$246K +$246K +1,223 New
BFA
1310
Beacon Financial Advisory
Ohio
$245K +$201 +1 +0.1%
III
1311
Independent Investors Inc
New York
$244K – – –
CCFCSB
1312
Cape Cod Five Cents Savings Bank
Massachusetts
$244K -$10.5K -52 -4%
OCM
1313
Objective Capital Management
Ohio
$244K -$402 -2 -0.2%
RCM
1314
Raleigh Capital Management
North Carolina
$243K +$201 +1 +0.1%
RWM
1315
Revisor Wealth Management
Ohio
$241K -$55.5K -276 -19%
PL
1316
Parthenon LLC
Kentucky
$241K – – –
CPC
1317
Congress Park Capital
New York
$241K – – –
ERWM
1318
Elk River Wealth Management
Colorado
$241K – – –
HWM
1319
HFR Wealth Management
New York
$241K -$3.21K -16 -1%
AP
1320
Americana Partners
Texas
$241K +$241K +1,196 New
ACA
1321
Aptus Capital Advisors
Alabama
$241K +$241K +1,196 New
KMWM
1322
Keudell/Morrison Wealth Management
Oregon
$240K -$25.5K -127 -10%
SWP
1323
Strategic Wealth Partners
Ohio
$240K +$240K +1,195 New
FCM
1324
Fourpath Capital Management
Oklahoma
$240K -$29.8K -148 -11%
AC
1325
Abbrea Capital
California
$239K -$3.22K -16 -1%
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