ETN icon

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 %
HPA
1351
High Probability Advisors
New York
$224K +$224K +1,113 New
RIA
1352
Regal Investment Advisors
Michigan
$223K -$45.2K -225 -17%
GFG
1353
Goldstone Financial Group
Illinois
$223K +$223K +1,109 New
VWM
1354
Venturi Wealth Management
Texas
$222K +$2.21K +11 +1%
AAS
1355
Ameritas Advisory Services
Nebraska
$222K -$129K -649 -37%
ICM
1356
IMS Capital Management
Oregon
$222K +$222K +1,104 New
CI Investments Inc
1357
CI Investments Inc
Ontario, Canada
$222K +$10.9K +54 +5%
BOM
1358
Bank of Marin
California
$221K -$70.4K -350 -24%
AA
1359
Alta Advisers
United Kingdom
$221K – – –
WAM
1360
Worth Asset Management
Texas
$221K – – –
CGIM
1361
Capital Group Investment Management
Singapore
$221K +$221K +1,097 New
CWM
1362
Compass Wealth Management
Connecticut
$220K – – –
HKIM
1363
Hayek Kallen Investment Management
Alabama
$220K +$220K +1,096 New
QC
1364
Quent Capital
New York
$219K – – –
TCM
1365
Teza Capital Management
Illinois
$219K +$219K +1,089 New
GA
1366
GraniteShares Advisors
New York
$219K +$219K +1,087 New
HFM
1367
Harvest Fund Management
China
$218K – – –
SW
1368
SlateStone Wealth
Florida
$218K +$218K +1,085 New
AGP
1369
Autumn Glory Partners
Texas
$217K +$217K +1,080 New
CWM
1370
Curi Wealth Management
North Carolina
$217K +$217K +1,080 New
APG
1371
Abacus Planning Group
South Carolina
$217K +$217K +1,078 New
RWP
1372
Ridgecrest Wealth Partners
California
$217K +$217K +1,078 New
C
1373
Certuity
Florida
$216K +$216K +1,075 New
AIM
1374
Avity Investment Management
Connecticut
$216K +$216K +1,075 New
TFF
1375
The Family Firm
Maryland
$216K +$216K +1,074 New
53 54
55
56 57