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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 %
SAM
1451
S.A. Mason
Michigan
$160K – – –
RA
1452
Rational Advisors
New York
$160K +$160K +748 New
ECM
1453
Elgethun Capital Management
South Dakota
$155K – – –
LWCFA
1454
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$153K +$149K +687 +3,435%
GWS
1455
Glassman Wealth Services
Virginia
$150K -$427 -2 -0.3%
WSC
1456
Wellington Shields & Co
New York
$149K – – –
LJHT
1457
Laurie J. Hall Trustee
$149K – – –
AIM
1458
Acropolis Investment Management
Missouri
$147K – – –
RMC
1459
Resources Management Corp
Connecticut
$144K – – –
HGERS
1460
Householder Group Estate & Retirement Specialist
Arizona
$142K +$142K +664 New
GIA
1461
GHP Investment Advisors
Colorado
$139K +$15.6K +75 +13%
AF
1462
Arrow Financial
New York
$136K – – –
DMBA
1463
Deseret Mutual Benefit Administrators
Utah
$136K -$32.6K -153 -19%
C
1464
Covestor
United Kingdom
$135K +$94.2K +443 +231%
GCM
1465
Gables Capital Management
Florida
$133K – – –
BONH
1466
Bank of New Hampshire
New Hampshire
$128K – – –
IUHSA
1467
Itau Unibanco Holding S.A.
Brazil
$127K +$51K +239 +67%
HWA
1468
HHM Wealth Advisors
Tennessee
$127K – – –
GG
1469
Gleason Group
Kentucky
$127K +$427 +2 +0.3%
BLC
1470
Brown, Lisle/Cummings
Rhode Island
$126K – – –
BC
1471
Barrett & Company
Rhode Island
$121K -$213 -1 -0.2%
VWM
1472
Valley Wealth Managers
New Jersey
$111K – – –
CWC
1473
Carolinas Wealth Consulting
North Carolina
$110K +$29 +3 +0%
BCP
1474
Blue Chip Partners
Michigan
$110K -$19.4K -91 -15%
CWP
1475
Concord Wealth Partners
Virginia
$109K +$10.7K +50 +11%
57 58
59
60 61