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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 %
OFS
1376
OneAscent Financial Services
Alabama
$215K +$215K +1,070 New
EWA
1377
EverSource Wealth Advisors
Alabama
$214K – – –
SFG
1378
Sovereign Financial Group
Connecticut
$213K +$213K +1,058 New
HWA
1379
Heartwood Wealth Advisors
Virginia
$212K +$212K +1,054 New
RZH
1380
Relyea Zuckerberg Hanson
Connecticut
$211K +$211K +1,051 New
SWG
1381
Summit Wealth Group
Vermont
$211K -$35.9M -178,687 -99%
EIP
1382
Ellis Investment Partners
Pennsylvania
$211K +$211K +1,047 New
TCBWMS
1383
Texas Capital Bank Wealth Management Services
Texas
$209K +$209K +1,040 New
AIM
1384
Anchor Investment Management
South Carolina
$209K -$30.2K -150 -13%
BMC
1385
Beaton Management Company
Massachusetts
$209K +$209K +1,038 New
FSCM
1386
Front Street Capital Management
Montana
$209K +$209K +1,039 New
FFA
1387
Farther Finance Advisors
California
$209K +$17.7K +88 +9%
VCP
1388
Verus Capital Partners
Arizona
$208K +$208K +1,032 New
NFG
1389
Nadler Financial Group
Illinois
$207K +$207K +1,030 New
FCA
1390
FinTrust Capital Advisors
South Carolina
$207K – – –
LAM
1391
L2 Asset Management
Massachusetts
$207K +$207K +1,028 New
DU
1392
Delphia (USA)
Ontario, Canada
$207K +$207K +1,028 New
CNWM
1393
Clay Northam Wealth Management
California
$207K +$207K +1,028 New
SSWM
1394
Sheets Smith Wealth Management
North Carolina
$206K +$206K +1,022 New
FRM
1395
Fox Run Management
Connecticut
$205K +$205K +1,021 New
PL
1396
Plancorp LLC
Missouri
$205K +$205K +1,017 New
FFA
1397
Fragasso Financial Advisors
Pennsylvania
$202K +$202K +1,003 New
RW
1398
Rede Wealth
Virginia
$202K +$202K +1,003 New
FAG
1399
Financial Advisory Group
Texas
$201K +$201K +1,000 New
NPT
1400
Nixon Peabody Trust
Massachusetts
$201K +$201K +1,000 New
54 55
56
57 58