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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 %
BWM
1426
Baystate Wealth Management
Massachusetts
$32.6K +$4.81K +28 +17%
RFG
1427
RFP Financial Group
Georgia
$32.4K – – –
CWM
1428
Cedar Wealth Management
California
$32K – – –
CSB
1429
City State Bank
Iowa
$31K – – –
CWM
1430
Cranbrook Wealth Management
Michigan
$30.5K – – –
WIM
1431
Westside Investment Management
California
$30K – – –
IAS
1432
IMA Advisory Services
Colorado
$28.3K – – –
DI
1433
Disciplined Investments
Oklahoma
$26.4K +$171 +1 +0.7%
MFA
1434
McClarren Financial Advisors
Pennsylvania
$26K – – –
PMEF
1435
Point72 Middle East FZE
United Arab Emirates
$25.7K -$366K -2,137 -93%
EA
1436
Evolution Advisers
Virginia
$25K – – –
Commonwealth Equity Services
1437
Commonwealth Equity Services
Massachusetts
$24K -$93 -545 -0.4%
FMP
1438
Financial Management Professionals
Texas
$23K +$2.18K +13 +10%
HS
1439
Horan Securities
United States
$23K -$4.63K -27 -17%
HI
1440
Hoey Investments
Pennsylvania
$23K – – –
AWM
1441
Avior Wealth Management
Nebraska
$22.4K +$17.1K +100 +323%
NIC
1442
Northwest Investment Counselors
Oregon
$22.3K – – –
EDRH
1443
Edmond de Rothschild Holding
Switzerland
$21.4K -$12.9K -75 -38%
FSWA
1444
Financial Synergies Wealth Advisors
Texas
$21.4K – – –
FP
1445
Financial Perspectives
Minnesota
$21.2K – – –
RWPA
1446
Richard W. Paul & Associates
Michigan
$21.1K – – –
AIP
1447
Ahrens Investment Partners
Louisiana
$20.9K +$20.9K +122 New
BCMLT
1448
Beacon Capital Management LLC (Tennessee)
Tennessee
$20.2K -$1.71K -10 -8%
GWM
1449
Guardian Wealth Management
Illinois
$20.2K -$343 -2 -2%
MAM
1450
Magellan Asset Management
Australia
$20K +$20K +117 New
56 57
58
59 60