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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 %
III
1326
Independent Investors Inc
New York
$259K – – –
IBOK
1327
Independence Bank of Kentucky
Kentucky
$259K +$48K +225 +23%
TWM
1328
Thrive Wealth Management
Pennsylvania
$259K +$14.1K +66 +6%
OCM
1329
Objective Capital Management
Ohio
$258K -$427 -2 -0.2%
SC
1330
Steph & Co
Wisconsin
$257K -$178K -834 -41%
PCA
1331
Pallas Capital Advisors
Massachusetts
$257K +$5.94K +30 +2%
PL
1332
Parthenon LLC
Kentucky
$256K – – –
CPC
1333
Congress Park Capital
New York
$256K – – –
ERWM
1334
Elk River Wealth Management
Colorado
$256K – – –
HFM
1335
Harvest Fund Management
China
$255K +$23.7K +111 +10%
NS
1336
NBC Securities
Alabama
$255K +$255K +1,198 New
SWP
1337
Strategic Wealth Partners
Ohio
$255K – – –
DBT
1338
Dubuque Bank & Trust
Iowa
$254K +$254K +1,193 New
HWM
1339
HFR Wealth Management
New York
$253K -$3.42K -16 -1%
VWM
1340
Venturi Wealth Management
Texas
$253K +$17.1K +80 +7%
CWM
1341
Circle Wealth Management
New Jersey
$253K +$253K +1,186 New
EWP
1342
Engrave Wealth Partners
Texas
$253K +$253K +1,185 New
WMA
1343
Wealth Management Associates
New Jersey
$252K +$8.53K +40 +4%
EH
1344
Equitable Holdings
New York
$251K +$2.99K +14 +1%
CHAM
1345
Clear Harbor Asset Management
Connecticut
$250K +$5.12K +24 +2%
CRWM
1346
Castle Rock Wealth Management
California
$250K – – –
CFS
1347
Commonwealth Financial Services
West Virginia
$250K +$250K +1,172 New
PRS
1348
Pinkerton Retirement Specialists
Idaho
$249K +$249K +1,166 New
LC
1349
Lincoln Capital
Nebraska
$248K – – –
MSFS
1350
Main Street Financial Solutions
Pennsylvania
$247K -$21.1K -99 -8%
52 53
54
55 56