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Eaton
ETN

Overview Fund Activity

2,254 hedge funds and large institutions have $107B invested in Eaton in 2024 Q4 according to their latest regulatory filings, with 294 funds opening new positions, 856 increasing their positions, 759 reducing their positions, and 109 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,254
Holders Change
+149
Holders Change %
+7.08%
% of All Funds
30%
Holding in Top 10
62
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-10.14%
% of All Funds
0.83%
New
294
Increased
856
Reduced
759
Closed
109
Calls
$1.13B
Puts
$1.37B
Net Calls
-$240M
Net Calls Change
-$601M

Top Buyers

1
Capital International Investors
Capital International Investors
California
+$524M
2
Morgan Stanley
Morgan Stanley
New York
+$390M
3
BlackRock
BlackRock
New York
+$303M
4
Janus Henderson Group
Janus Henderson Group
United Kingdom
+$195M
5
Bank Julius Baer & Co
Bank Julius Baer & Co
Switzerland
+$154M

Top Sellers

1
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$419M
2
Capital World Investors
Capital World Investors
California
-$374M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$362M
4
IAIM
International Assets Investment Management
Florida
-$355M
5
Bank of America
Bank of America
North Carolina
-$345M
Name Holding Trade Value Shares
Change 		Shares
Change %
LFA
1301
Legacy Financial Advisors
Kentucky
$834K +$85.6K +258 +11%
CFO
1302
Collective Family Office
Pennsylvania
$834K -$6.97K -21 -0.8%
PFBT
1303
Parkside Financial Bank & Trust
Missouri
$834K -$16.9K -51 -2%
SIM
1304
Stratos Investment Management
Ohio
$833K -$383K -1,153 -31%
EDRH
1305
Edmond de Rothschild Holding
Switzerland
$832K +$653K +1,968 +364%
WDL
1306
Well Done LLC
Michigan
$831K – – –
ACM
1307
Allred Capital Management
Texas
$824K +$824K +2,483 New
ADMI
1308
Albert D. Mason Inc
Massachusetts
$819K – – –
JWM
1309
JPL Wealth Management
Colorado
$819K +$819K +2,469 New
GWSG
1310
GPS Wealth Strategies Group
Colorado
$819K -$55.1K -166 -6%
BMCM
1311
Burns Matteson Capital Management
New York
$817K -$43.8K -132 -5%
TCM
1312
Thoma Capital Management
Maryland
$816K +$816K +2,458 New
NGA
1313
Naples Global Advisors
Florida
$807K -$46.5K -140 -5%
GLA
1314
Good Life Advisors
Pennsylvania
$806K -$136K -410 -14%
MCM
1315
Monument Capital Management
Virginia
$801K – – –
CP
1316
Canopy Partners
Ohio
$798K -$18.6K -56 -2%
HC
1317
Hourglass Capital
Texas
$796K – – –
V
1318
VeraBank
Texas
$796K +$2.66K +8 +0.3%
EW
1319
Enzi Wealth
Texas
$791K -$366K -985 -32%
LA
1320
Legacy Advisors
Pennsylvania
$789K -$102K -308 -11%
SCM
1321
Sunbeam Capital Management
Georgia
$788K +$788K +2,375 New
SAM
1322
Sompo Asset Management
Japan
$787K +$787K +2,370 New
EA
1323
Everpar Advisors
Oklahoma
$786K +$2.32K +7 +0.3%
GWMR
1324
GC Wealth Management RIA
Massachusetts
$784K -$915K -2,756 -54%
PEA
1325
Park Edge Advisors
Ohio
$783K -$537K -1,619 -41%
51 52
53
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