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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 %
WSC
1426
Wellington Shields & Co
New York
$141K +$20.1K +100 +17%
AIM
1427
Acropolis Investment Management
Missouri
$139K -$201 -1 -0.1%
IGWM
1428
ICA Group Wealth Management
Colorado
$137K -$3.62K -18 -3%
RMC
1429
Resources Management Corp
Connecticut
$136K +$85.6K +425 +170%
AF
1430
Arrow Financial
New York
$129K -$2.82K -14 -2%
GIA
1431
GHP Investment Advisors
Colorado
$129K -$309K -1,414 -71%
SAM
1432
S.A. Mason
Michigan
$129K – – –
AT
1433
Avalon Trust
New Mexico
$129K – – –
SIS
1434
Sound Income Strategies
Florida
$128K -$2.21K -11 -2%
SOW
1435
State of Wyoming
Wyoming
$126K +$40.2K +200 +47%
GCM
1436
Gables Capital Management
Florida
$125K – – –
BCP
1437
Blue Chip Partners
Michigan
$122K +$122K +605 New
BONH
1438
Bank of New Hampshire
New Hampshire
$121K – – –
HWA
1439
HHM Wealth Advisors
Tennessee
$119K -$2.61K -13 -2%
GG
1440
Gleason Group
Kentucky
$119K +$603 +3 +0.5%
BLC
1441
Brown, Lisle/Cummings
Rhode Island
$119K +$18.1K +90 +18%
BC
1442
Barrett & Company
Rhode Island
$114K +$201 +1 +0.2%
OA
1443
Operose Advisors
Wisconsin
$111K – – –
CWC
1444
Carolinas Wealth Consulting
North Carolina
$106K -$2.28K -244 -2%
SSG
1445
Summit Securities Group
New York
$105K -$52.8K -262 -33%
VWM
1446
Valley Wealth Managers
New Jersey
$105K -$201K -999 -66%
PB
1447
Pinnacle Bancorp
Nebraska
$103K – – –
PSB
1448
Piscataqua Savings Bank
New Hampshire
$103K – – –
CWP
1449
Concord Wealth Partners
Virginia
$92.9K -$1.01K -5 -1%
WIM
1450
WealthPlan Investment Management
Nebraska
$92.5K +$17.1K +85 +23%
56 57
58
59 60