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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 %
Jones Financial Companies
1476
Jones Financial Companies
Missouri
$11.8K -$4.46K -26 -27%
TFA
1477
Toth Financial Advisory
Virginia
$10.8K +$10.8K +63 New
TF
1478
TimeScale Financial
Massachusetts
$10.3K -$31.4K -183 -75%
VCM
1479
Versant Capital Management
Arizona
$10.3K – – –
CP
1480
Castleview Partners
Texas
$9.94K – – –
TJHA
1481
Thomas J. Herzfeld Advisors
Florida
$9.77K – – –
AIC
1482
Archer Investment Corporation
Indiana
$9.77K – – –
DFCM
1483
Dark Forest Capital Management
Puerto Rico
$9.42K +$9.42K +55 New
FPFS
1484
First Personal Financial Services
North Carolina
$9.08K – – –
JMF
1485
Johnson Midwest Financial
Iowa
$9.08K – – –
CWM
1486
CarsonAllaria Wealth Management
Illinois
$8.57K – – –
WAM
1487
WFA Asset Management
Wisconsin
$8.57K – – –
SC
1488
Schubert & Co
Texas
$8.23K +$514 +3 +7%
AWM
1489
Abound Wealth Management
Tennessee
$8.08K – – –
SC
1490
Solstein Capital
California
$7.88K – – –
CWA
1491
Core Wealth Advisors
Florida
$7.37K – – –
RTL
1492
Red Tortoise LLC
Georgia
$7.03K – – –
2L
1493
25 LLC
Missouri
$6.8K +$6.8K +40 New
LF
1494
Lee Financial
Texas
$6.68K -$685 -4 -9%
CT
1495
Clearstead Trust
Maine
$6.68K -$514 -3 -7%
SIC
1496
SJS Investment Consulting
Ohio
$6.34K -$4.11K -24 -39%
AFS
1497
Annapolis Financial Services
Maryland
$6.17K – – –
CMP
1498
Coston McIsaac & Partners
Maine
$6K – – –
CPA
1499
Cowen Prime Advisors
New York
$6K +$6K +35 New
SWM
1500
Sugarloaf Wealth Management
Georgia
$6K -$4.63K -27 -44%
58 59
60
61 62