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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 %
JFA
1451
JNBA Financial Advisors
Minnesota
$19.5K +$3.94K +23 +25%
CM
1452
Cornerstone Management
Georgia
$19.4K – – –
BA
1453
Bellwether Advisors
Nebraska
$19.2K -$922K -5,382 -98%
Credit Agricole
1454
Credit Agricole
France
$17.8K +$17.8K +104 New
CCMI
1455
Creative Capital Management Investments
California
$17.6K +$14.9K +87 +544%
MLA
1456
MB, Levis & Associates
Pennsylvania
$17.3K – – –
BBPWM
1457
Blue Bell Private Wealth Management
Pennsylvania
$17.1K -$17.5K -102 -50%
JFG
1458
JDM Financial Group
Texas
$17.1K -$4.11K -24 -19%
SWA
1459
SOA Wealth Advisors
New York
$17.1K – – –
VNA
1460
Valley National Advisers
Pennsylvania
$17K -$163 -1 -1%
SWA
1461
Sutton Wealth Advisors
Florida
$17K -$1.71K -10 -9%
PP
1462
Pacifica Partners
Canada
$16.5K – – –
APW
1463
Acima Private Wealth
Virginia
$15.2K +$15.2K +89 New
OLVIG
1464
Oliver Lagore Vanvalin Investment Group
Michigan
$14.9K -$12K -70 -45%
AAG
1465
Armstrong Advisory Group
Massachusetts
$14.6K – – –
LWP
1466
Lumature Wealth Partners
Georgia
$14.1K – – –
CBT
1467
Central Bank & Trust
Kentucky
$14K +$14K +82 New
NFSG
1468
Newbridge Financial Services Group
Florida
$14K -$8.96K -52 -39%
EBA
1469
Eagle Bay Advisors
New York
$13.7K -$5.65K -33 -29%
HWM
1470
HighMark Wealth Management
Minnesota
$13.2K -$857 -5 -6%
CHA
1471
Carmichael Hill & Associates
Maryland
$12.9K – – –
GEA
1472
Glen Eagle Advisors
New Jersey
$12.5K +$3.94K +23 +46%
GFPC
1473
Global Financial Private Client
Florida
$12.3K – – –
TIM
1474
Tortoise Investment Management
New York
$12K – – –
DWA
1475
Delos Wealth Advisors
Texas
$11.8K – – –
57 58
59
60 61