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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 %
SWA
1301
Sax Wealth Advisors
New Jersey
$272K – – –
LA
1302
Legacy Advisors
Pennsylvania
$272K +$3.63K +17 +1%
MAM
1303
Meeder Asset Management
Ohio
$272K -$8.53K -40 -3%
HP
1304
Hilltop Partners
Indiana
$270K -$3.41K -16 -1%
PCIG
1305
Partners Capital Investment Group
Massachusetts
$270K +$270K +1,264 New
XF
1306
XML Financial
Maryland
$268K -$21.1K -99 -7%
BCM
1307
BluePath Capital Management
Georgia
$267K +$267K +1,251 New
SSW
1308
Stone Summit Wealth
Florida
$267K – – –
WA
1309
Wealth Architects
California
$267K +$4.48K +21 +2%
SIC
1310
Shoker Investment Counsel
Ohio
$267K – – –
TCM
1311
Tufton Capital Management
Maryland
$267K – – –
MIC
1312
Meridian Investment Counsel
California
$267K +$1.71K +8 +0.6%
PCG
1313
Prosperity Consulting Group
Maryland
$267K +$267K +1,250 New
CAWM
1314
Capital Advisors Wealth Management
Washington
$266K – – –
VBCG
1315
Valley Brook Capital Group
Pennsylvania
$266K -$52.3K -245 -16%
IF
1316
Intrua Financial
Texas
$266K -$213 -1 -0.1%
WP
1317
WealthSource Partners
California
$264K – – –
LCM
1318
Logan Capital Management
Pennsylvania
$264K – – –
ANB
1319
Amarillo National Bank
Texas
$262K – – –
ACM
1320
Ategra Capital Management
Virginia
$262K – – –
HPA
1321
High Probability Advisors
New York
$261K +$24.1K +113 +10%
BFA
1322
Beacon Financial Advisory
Ohio
$261K +$853 +4 +0.3%
RIA
1323
Regal Investment Advisors
Michigan
$260K +$23K +108 +10%
RCM
1324
Raleigh Capital Management
North Carolina
$259K +$1.92K +9 +0.7%
SGC
1325
Slocum, Gordon & Co
Rhode Island
$259K -$10.7K -50 -4%
51 52
53
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