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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 %
FFA
1376
Farther Finance Advisors
California
$233K +$12.4K +58 +6%
AIFAIM
1377
American Institute for Advanced Investment Management
Arizona
$233K +$233K +1,163 New
ECG
1378
Edge Capital Group
Georgia
$233K -$1.19M -5,593 -84%
AGWCA
1379
Annis Gardner Whiting Capital Advisors
Florida
$232K +$232K +1,087 New
1CM
1380
1492 Capital Management
Wisconsin
$231K +$231K +1,082 New
FCM
1381
Fourpath Capital Management
Oklahoma
$230K -$24.7K -116 -10%
RWP
1382
Ridgecrest Wealth Partners
California
$230K – – –
CWA
1383
Consilium Wealth Advisory
Texas
$229K +$17.1K +80 +8%
TFF
1384
The Family Firm
Maryland
$229K – – –
CGIM
1385
Capital Group Investment Management
Singapore
$229K -$5.33K -25 -2%
SQA
1386
Simon Quick Advisors
New Jersey
$228K +$228K +1,067 New
OA
1387
Operose Advisors
Wisconsin
$228K +$110K +517 +94%
OWP
1388
Obermeyer Wealth Partners
Colorado
$227K +$227K +1,063 New
AWM
1389
Accurate Wealth Management
Florida
$226K +$226K +1,067 New
RZH
1390
Relyea Zuckerberg Hanson
Connecticut
$226K +$1.71K +8 +0.8%
PL
1391
Plancorp LLC
Missouri
$225K +$8.53K +40 +4%
BMC
1392
Beaton Management Company
Massachusetts
$225K +$3.42K +16 +2%
HWA
1393
Heartwood Wealth Advisors
Virginia
$225K – – –
AIM
1394
Anchor Investment Management
South Carolina
$224K +$2.35K +11 +1%
AL
1395
Aspiriant LLC
California
$224K +$224K +1,051 New
HIP
1396
HUB Investment Partners
Texas
$224K -$39.9K -187 -15%
SWG
1397
Summit Wealth Group
Vermont
$224K – – –
GFG
1398
Goldstone Financial Group
Illinois
$223K -$13.9K -65 -6%
CW
1399
CreativeOne Wealth
Kansas
$222K -$874K -4,094 -80%
CF
1400
Centaurus Financial
California
$222K -$15.8K -74 -7%
54 55
56
57 58