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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 %
FSCM
1401
Front Street Capital Management
Montana
$222K – – –
EWA
1402
EverSource Wealth Advisors
Alabama
$222K -$5.12K -24 -2%
SG
1403
StoneX Group
New York
$222K -$116K -542 -34%
VCG
1404
Vantage Consulting Group
Virginia
$222K -$56.1K -263 -20%
SA
1405
Syntax Advisors
New York
$222K -$56.1K -263 -20%
BCM
1406
Brookstone Capital Management
Illinois
$220K +$220K +1,103 New
NFG
1407
Nadler Financial Group
Illinois
$220K – – –
LIM
1408
Lagoda Investment Management
New York
$220K +$220K +1,030 New
CNWM
1409
Clay Northam Wealth Management
California
$219K – – –
AIM
1410
Avity Investment Management
Connecticut
$219K -$10.7K -50 -5%
SSWM
1411
Sheets Smith Wealth Management
North Carolina
$218K – – –
CCA
1412
Childress Capital Advisors
Texas
$217K +$217K +1,017 New
BWM
1413
BCS Wealth Management
Tennessee
$216K +$216K +1,015 New
NHC
1414
Nicholas Hoffman & Company
Georgia
$216K +$216K +1,012 New
FAG
1415
Fortitude Advisory Group
Washington
$215K +$215K +1,007 New
EIP
1416
Ellis Investment Partners
Pennsylvania
$215K -$8.53K -40 -4%
B
1417
Bensler
Washington
$214K +$214K +1,005 New
RW
1418
Rede Wealth
Virginia
$214K – – –
VP
1419
Verum Partners
North Carolina
$213K -$77.8K -365 -27%
FAG
1420
Financial Advisory Group
Texas
$213K – – –
KBFS
1421
Kohmann Bosshard Financial Services
Ohio
$213K – – –
BFA
1422
Buttonwood Financial Advisors
Maryland
$213K – – –
RA
1423
Rise Advisors
New York
$212K +$48.6K +228 +30%
PCM
1424
Prelude Capital Management
New York
$212K +$212K +995 New
KFI
1425
Key Financial Inc
Pennsylvania
$211K – – –
55 56
57
58 59