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Eaton
ETN

Overview Fund Activity

2,254 hedge funds and large institutions have $107B invested in Eaton in 2024 Q4 according to their latest regulatory filings, with 294 funds opening new positions, 856 increasing their positions, 759 reducing their positions, and 109 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,254
Holders Change
+149
Holders Change %
+7.08%
% of All Funds
30%
Holding in Top 10
62
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-10.14%
% of All Funds
0.83%
New
294
Increased
856
Reduced
759
Closed
109
Calls
$1.13B
Puts
$1.37B
Net Calls
-$240M
Net Calls Change
-$601M

Top Buyers

1
Capital International Investors
Capital International Investors
California
+$524M
2
Morgan Stanley
Morgan Stanley
New York
+$390M
3
BlackRock
BlackRock
New York
+$303M
4
Janus Henderson Group
Janus Henderson Group
United Kingdom
+$195M
5
Bank Julius Baer & Co
Bank Julius Baer & Co
Switzerland
+$154M

Top Sellers

1
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$419M
2
Capital World Investors
Capital World Investors
California
-$374M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$362M
4
IAIM
International Assets Investment Management
Florida
-$355M
5
Bank of America
Bank of America
North Carolina
-$345M
Name Holding Trade Value Shares
Change 		Shares
Change %
SFP
1451
Shepherd Financial Partners
Massachusetts
$577K -$2.66K -8 -0.5%
TSW
1452
Three Seasons Wealth
Utah
$576K – – –
WCG
1453
Weaver Consulting Group
California
$574K – – –
MKC
1454
M. Kraus & Co
Vermont
$574K +$336K +1,012 +141%
HWA
1455
HCR Wealth Advisors
California
$572K +$87K +262 +18%
GA
1456
Geller Advisors
New York
$571K -$327K -984 -36%
EW
1457
Elyxium Wealth
California
$570K -$337K -1,014 -37%
BSB
1458
Bangor Savings Bank
Maine
$570K -$7.3K -22 -1%
CAG
1459
Csenge Advisory Group
Florida
$568K -$66K -199 -10%
TA
1460
TrueWealth Advisors
Alabama
$567K -$19.2K -58 -3%
FDW
1461
Fourth Dimension Wealth
Ohio
$566K +$566K +1,706 New
GCA
1462
Genesee Capital Advisors
New York
$566K -$11.9K -36 -2%
IA
1463
Insight Advisors
Pennsylvania
$563K – – –
DWM
1464
Dogwood Wealth Management
Kansas
$562K +$562K +1,693 New
RIA
1465
Realta Investment Advisors
Delaware
$561K +$561K +1,638 New
SFS
1466
Summit Financial Strategies
Ohio
$561K -$46.5K -140 -8%
AIM
1467
Alhambra Investment Management
Florida
$561K – – –
NSAM
1468
North Star Asset Management
Wisconsin
$560K – – –
DP
1469
DDD Partners
Washington
$558K +$3.98K +12 +0.7%
TWM
1470
Trueblood Wealth Management
Ohio
$558K +$51.8K +156 +10%
BWP
1471
Balboa Wealth Partners
Arizona
$556K -$74.3K -224 -12%
PAS
1472
PKS Advisory Services
New York
$556K +$556K +1,673 New
RA
1473
Rise Advisors
New York
$553K -$23.6K -71 -4%
CFO
1474
CVA Family Office
Colorado
$551K +$29.9K +90 +6%
NFC
1475
Northstar Financial Companies
Pennsylvania
$548K +$548K +1,652 New
57 58
59
60 61