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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 %
BFA
1351
Beaumont Financial Advisors
Massachusetts
$246K +$7.47K +35 +3%
FIM
1352
Freedom Investment Management
Connecticut
$246K -$22K -103 -8%
LA
1353
Lindenwold Advisors
Pennsylvania
$245K -$102K -476 -29%
UFF
1354
USA Financial Formulas
Michigan
$245K +$58K +272 +31%
Members Trust
1355
Members Trust
Florida
$244K – – –
MC
1356
Machina Capital
France
$244K +$244K +1,144 New
LAM
1357
L2 Asset Management
Massachusetts
$244K +$239K +45,805 +4,456%
CWM
1358
Cahaba Wealth Management
Georgia
$243K -$19.6K -92 -7%
CG
1359
Clifford Group
Massachusetts
$243K – – –
WW
1360
Westshore Wealth
California
$242K -$256K -1,200 -51%
PAM
1361
Palisade Asset Management
Minnesota
$241K – – –
FFP
1362
FourThought Financial Partners
Florida
$240K -$8.11K -38 -3%
CWM
1363
Compass Wealth Management
Connecticut
$240K +$6.4K +30 +3%
KMWM
1364
Keudell/Morrison Wealth Management
Oregon
$239K -$15.8K -74 -6%
MIS
1365
Morningstar Investment Services
Illinois
$239K +$239K +1,108 New
WFAG
1366
Worth Financial Advisory Group
North Carolina
$239K +$239K +1,119 New
M
1367
MOTCO
Texas
$238K -$56.7K -266 -19%
PPWM
1368
Paragon Private Wealth Management
Kentucky
$237K -$88.5K -415 -27%
ICM
1369
IMS Capital Management
Oregon
$235K – – –
AA
1370
Alta Advisers
United Kingdom
$235K – – –
BOM
1371
Bank of Marin
California
$235K – – –
TWA
1372
Talisman Wealth Advisors
New Jersey
$234K -$16.9K -79 -7%
HKIM
1373
Hayek Kallen Investment Management
Alabama
$234K – – –
OFS
1374
OneAscent Financial Services
Alabama
$234K +$5.55K +26 +2%
WAM
1375
Worth Asset Management
Texas
$234K – – –
53 54
55
56 57