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Eaton
ETN

Overview Fund Activity

1,519 hedge funds and large institutions have $56.6B invested in Eaton in 2023 Q1 according to their latest regulatory filings, with 151 funds opening new positions, 560 increasing their positions, 569 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,519
Holders Change
+37
Holders Change %
+2.5%
% of All Funds
24.31%
Holding in Top 10
29
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+20.83%
% of All Funds
0.46%
New
151
Increased
560
Reduced
569
Closed
80
Calls
$523M
Puts
$316M
Net Calls
+$207M
Net Calls Change
-$58.2M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$1.17B
2
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$293M
3
State Street
State Street
Massachusetts
+$233M
4
Ameriprise
Ameriprise
Minnesota
+$152M
5
Bank of America
Bank of America
North Carolina
+$131M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$355M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$243M
3
Citadel Advisors
Citadel Advisors
Florida
-$220M
4
BlackRock
BlackRock
New York
-$212M
5
VOYA Investment Management
VOYA Investment Management
Georgia
-$133M
Name Holding Trade Value Shares
Change 		Shares
Change %
HC
1376
Hoese & Co
Minnesota
$70K – – –
IFAM
1377
Institutional & Family Asset Management
Colorado
$65.1K -$3.6K -21 -5%
AP
1378
Antipodes Partners
Australia
$65K +$65K +384 New
KA
1379
Kozak & Associates
Colorado
$64.9K – – –
WIM
1380
WealthPlan Investment Management
Nebraska
$64.3K -$140K -819 -69%
TFM
1381
TFC Financial Management
Massachusetts
$63.8K +$36.7K +214 +135%
WWP
1382
WR Wealth Planners
Missouri
$60.7K +$171 +1 +0.3%
WWM
1383
Wolff Wiese Magana
California
$60.1K – – –
ST
1384
Sageworth Trust
Pennsylvania
$58.6K +$57.2K +334 +4,175%
GFWA
1385
Grey Fox Wealth Advisors
Delaware
$57.6K +$3.6K +21 +7%
HCM
1386
Horrell Capital Management
Arkansas
$57K – – –
AP
1387
Arlington Partners
Alabama
$56.4K +$33.6K +196 +147%
CA
1388
Crewe Advisors
Utah
$53.6K -$27.9K -163 -34%
CHC
1389
City Holding Co
West Virginia
$53.1K – – –
CCA
1390
Column Capital Advisors
Indiana
$52.6K -$1.89K -11 -3%
RBC
1391
Roble Belko & Company
Pennsylvania
$51K – – –
SCA
1392
Stuart Chaussee & Associates
California
$50K – – –
CSWM
1393
Cassady Schiller Wealth Management
Ohio
$48.5K – – –
TWA
1394
TCI Wealth Advisors
Arizona
$48.3K +$171 +1 +0.4%
AI
1395
AXS Investments
New York
$46.4K -$343 -2 -0.7%
CAM
1396
Costello Asset Management
Pennsylvania
$46.3K – – –
BHWM
1397
Beaird Harris Wealth Management
Texas
$46.1K -$8.74K -51 -16%
PFSC
1398
Peoples Financial Services Corp
Pennsylvania
$46.1K – – –
EWP
1399
Elevation Wealth Partners
California
$45.4K +$45.4K +265 New
KFP
1400
KB Financial Partners
New Jersey
$44K -$5.61K -33 -11%
54 55
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