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Eaton
ETN

Overview Fund Activity

1,615 hedge funds and large institutions have $66.2B invested in Eaton in 2023 Q2 according to their latest regulatory filings, with 185 funds opening new positions, 549 increasing their positions, 624 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,615
Holders Change
+96
Holders Change %
+6.32%
% of All Funds
25.47%
Holding in Top 10
41
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+41.38%
% of All Funds
0.65%
New
185
Increased
549
Reduced
624
Closed
80
Calls
$790M
Puts
$484M
Net Calls
+$306M
Net Calls Change
+$99.6M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$920M
2
Coatue Management
Coatue Management
New York
+$358M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$142M
4
Invesco
Invesco
Georgia
+$140M
5
CET
Clean Energy Transition
United Kingdom
+$130M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$664M
2
JPMPWA
J.P. Morgan Private Wealth Advisors
California
-$373M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$134M
4
Wellington Management Group
Wellington Management Group
Massachusetts
-$124M
5
ClearBridge Investments
ClearBridge Investments
New York
-$115M
Name Holding Trade Value Shares
Change 		Shares
Change %
CSWM
1476
Cassady Schiller Wealth Management
Ohio
$56.9K – – –
MCM
1477
MV Capital Management
Maryland
$54.5K +$3.22K +16 +6%
CAM
1478
Costello Asset Management
Pennsylvania
$54.3K – – –
BHWM
1479
Beaird Harris Wealth Management
Texas
$54.1K – – –
PFSC
1480
Peoples Financial Services Corp
Pennsylvania
$54.1K – – –
EWP
1481
Elevation Wealth Partners
California
$53.3K – – –
KFP
1482
KB Financial Partners
New Jersey
$52K -$405 -2 -0.8%
IAS
1483
IMA Advisory Services
Colorado
$51.7K +$18.5K +92 +56%
TFP
1484
Tilia Fiduciary Partners
North Carolina
$51.5K – – –
CHC
1485
City Holding Co
West Virginia
$50.3K -$12.1K -60 -19%
AIM
1486
Arcadia Investment Management
Michigan
$50.3K – – –
CFD
1487
Creative Financial Designs
Indiana
$49.8K -$82.6K -410 -62%
AAG
1488
Armstrong Advisory Group
Massachusetts
$49.5K +$32.4K +161 +189%
SFG
1489
Steward Financial Group
Texas
$47K -$1.39K -7 -3%
SF
1490
Safeguard Financial
Wisconsin
$47K +$47K +235 New
CCP
1491
Carmel Capital Partners
California
$46.7K -$119K -592 -72%
BWP
1492
Baldwin Wealth Partners
Massachusetts
$44.2K – – –
TAM
1493
Tucker Asset Management
Colorado
$43.6K – – –
CYG
1494
Clean Yield Group
Vermont
$43.4K – – –
HBW
1495
Hazlett, Burt & Watson
West Virginia
$43K +$3K +15 +8%
SFCL
1496
Strengthening Families & Communities LLC
Massachusetts
$43K +$24.3K +121 +130%
ME
1497
McIlrath & Eck
Washington
$42.4K – – –
Loomis, Sayles & Company
1498
Loomis, Sayles & Company
Massachusetts
$42K – – –
WAS
1499
Winch Advisory Services
Wisconsin
$42K +$203 +1 +0.5%
FFC
1500
First Financial Corp
Indiana
$40.2K – – –
58 59
60
61 62