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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 %
MAWCM
1501
Mine & Arao Wealth Creation & Management
California
$5.83K – – –
HWM
1502
Horizons Wealth Management
North Carolina
$5.48K – – –
AP
1503
Atwood & Palmer
Missouri
$5.14K – – –
DAC
1504
Dividend Assets Capital
South Carolina
$5K – – –
RI
1505
Ridgewood Investments
New Jersey
$4.46K +$4.46K +26 New
AWM
1506
Atticus Wealth Management
Florida
$4.28K – – –
TCA
1507
Trifecta Capital Advisors
Illinois
$3.09K – – –
FDCC
1508
Foster Dykema Cabot & Co
Massachusetts
$3K +$3K +16 New
LWCFA
1509
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$2.23K – – –
TFGT
1510
TS Financial Group (TSFG)
Illinois
$2K +$133 +1 +7%
NMG
1511
New Millennium Group
Utah
$1.89K – – –
LIM
1512
Longfellow Investment Management
Massachusetts
$1.71K – – –
CSC
1513
Caldwell Sutter Capital
California
$1.71K +$1.71K +10 New
RMC
1514
Resources Management Corp
Connecticut
$1K -$1.7K -425 -63%
RG
1515
Retirement Group
California
$1K – – –
SWG
1516
Summit Wealth Group
Vermont
$1K +$1K +179,736 New
TWD
1517
True Wealth Design
Ohio
$686 – – –
UFF
1518
USA Financial Formulas
Michigan
$685 +$685 +4 New
TWP
1519
TFO Wealth Partners
Ohio
$514 +$171 +1 +50%
FGAM
1520
Financial Gravity Asset Management
Texas
$260 +$21 +14 +9%
SFCL
1521
Strengthening Families & Communities LLC
Massachusetts
$16 – – –
WP
1522
Woodline Partners
California
– -$33.8M -215,203 Closed
SI
1523
Scout Investments
Missouri
– -$15.5M -98,907 Closed
Qube Research & Technologies (QRT)
1524
Qube Research & Technologies (QRT)
United Kingdom
– -$13M -82,800 Closed
Tudor Investment Corp
1525
Tudor Investment Corp
Connecticut
– -$9.11M -58,051 Closed
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