ETN icon

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 %
Empower Advisory Group
1426
Empower Advisory Group
Colorado
$210K -$69.1K -324 -25%
FDDB
1427
Fidelity D&D Bancorp
Pennsylvania
$210K +$210K +986 New
AFT
1428
Alpha Family Trust
California
$210K +$210K +985 New
IAMOG
1429
Investors Asset Management of Georgia
Georgia
$210K -$34.8K -166 -14%
QPWM
1430
Quadrant Private Wealth Management
Pennsylvania
$210K +$210K +983 New
CB
1431
CNB Bank
Pennsylvania
$209K +$45.9K +215 +28%
CST
1432
Charles Schwab Trust
Nevada
$209K +$209K +981 New
CIP
1433
Convergence Investment Partners
Florida
$209K +$209K +978 New
CTB
1434
Country Trust Bank
Illinois
$208K – – –
FFA
1435
Fragasso Financial Advisors
Pennsylvania
$207K -$6.4K -30 -3%
RDWM
1436
Red Door Wealth Management
Tennessee
$205K -$928K -4,352 -82%
HBWM
1437
Hollow Brook Wealth Management
New York
$204K +$204K +956 New
TH
1438
TCTC Holdings
Texas
$203K – – –
TPW
1439
TL Private Wealth
Texas
$203K +$203K +950 New
DAM
1440
Doheny Asset Management
California
$202K +$202K +945 New
SRC
1441
Sage Rhino Capital
California
$202K +$202K +947 New
VC
1442
Veracity Capital
Georgia
$201K +$201K +942 New
HBT
1443
Hills Bank & Trust
Iowa
$200K – – –
CAC
1444
Certified Advisory Corp
Florida
$199K +$199K +20,947 New
HWA
1445
Heritage Wealth Advisors
Virginia
$193K – – –
GI
1446
Gradient Investments
Minnesota
$170K -$7.25K -34 -4%
ATC
1447
Adirondack Trust Company
New York
$169K -$23.7K -111 -12%
MHR
1448
Matthew Hamilton Rosenberg
$169K +$8.54K +40 +5%
CFGS
1449
Concourse Financial Group Securities
Alabama
$165K -$6.4K -30 -4%
PWMG
1450
Prestige Wealth Management Group
New Jersey
$163K +$213 +1 +0.1%
56 57
58
59 60