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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 %
CRWM
1326
Castle Rock Wealth Management
California
$239K – – –
FMLI
1327
Fukoku Mutual Life Insurance
Japan
$238K – – –
BMA
1328
Brooks Moore & Associates
Tennessee
$238K -$100K -498 -30%
PWLP
1329
Prio Wealth Limited Partnership
Massachusetts
$238K – – –
TC
1330
TownSquare Capital
Utah
$237K +$237K +1,179 New
MWM
1331
Meridian Wealth Management
Kentucky
$237K -$99.1K -493 -30%
TWA
1332
Talisman Wealth Advisors
New Jersey
$237K -$1.21K -6 -0.5%
NIA
1333
NIA Impact Advisors
California
$237K +$237K +1,090 New
IAMOG
1334
Investors Asset Management of Georgia
Georgia
$235K +$235K +1,166 New
FFP
1335
FourThought Financial Partners
Florida
$234K -$39K -194 -14%
LC
1336
Lincoln Capital
Nebraska
$234K +$234K +1,162 New
EH
1337
Equitable Holdings
New York
$233K +$233K +1,161 New
CHAM
1338
Clear Harbor Asset Management
Connecticut
$231K +$16.1K +80 +7%
TWM
1339
Thrive Wealth Management
Pennsylvania
$231K +$231K +1,147 New
CG
1340
Clifford Group
Massachusetts
$229K -$8.04K -40 -3%
WMA
1341
Wealth Management Associates
New Jersey
$229K +$229K +1,140 New
AP
1342
Arlington Partners
Alabama
$229K +$162K +808 +246%
Members Trust
1343
Members Trust
Florida
$228K +$228K +1,134 New
PAM
1344
Palisade Asset Management
Minnesota
$228K +$228K +1,132 New
NPA
1345
Nichols & Pratt Advisers
Massachusetts
$226K +$226K +1,125 New
JF
1346
Jump Financial
Illinois
$226K -$76K -378 -25%
BFA
1347
Beaumont Financial Advisors
Massachusetts
$225K +$225K +1,120 New
CF
1348
Centaurus Financial
California
$225K -$63.5K -315 -22%
ZIC
1349
ZWJ Investment Counsel
Georgia
$225K +$225K +1,118 New
WC
1350
Waterloo Capital
Texas
$224K +$224K +1,116 New
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54
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