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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 %
GM
1501
GeoWealth Management
Illinois
$72K +$72K +340 New
HCM
1502
Horrell Capital Management
Arkansas
$70K – – –
TFA
1503
Transamerica Financial Advisors
Florida
$68K +$60.9K +282 +855%
BBPWM
1504
Blue Bell Private Wealth Management
Pennsylvania
$67.4K – – –
JFGIW
1505
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$66.5K +$32.6K +153 +96%
CCA
1506
Column Capital Advisors
Indiana
$65.5K – – –
PFSC
1507
Peoples Financial Services Corp
Pennsylvania
$64.2K +$6.83K +32 +12%
RBC
1508
Roble Belko & Company
Pennsylvania
$64K – – –
SAG
1509
Spotlight Asset Group
Illinois
$64K – – –
SCA
1510
Stuart Chaussee & Associates
California
$62.3K – – –
GKIM
1511
GW&K Investment Management
Massachusetts
$61K +$24.9K +117 +69%
MCM
1512
MV Capital Management
Maryland
$61K +$3.2K +15 +6%
CSWM
1513
Cassady Schiller Wealth Management
Ohio
$60.4K – – –
FMP
1514
Financial Management Professionals
Texas
$60K +$29.5K +137 +96%
CCMI
1515
Creative Capital Management Investments
California
$58K +$36K +169 +164%
AAG
1516
Armstrong Advisory Group
Massachusetts
$57.8K +$5.33K +25 +10%
CAM
1517
Costello Asset Management
Pennsylvania
$57.6K – – –
FCAS
1518
First Command Advisory Services
Texas
$57.6K +$57.6K +270 New
BHWM
1519
Beaird Harris Wealth Management
Texas
$57.4K – – –
EWP
1520
Elevation Wealth Partners
California
$56.5K – – –
ETC
1521
Exchange Traded Concepts
Oklahoma
$56.3K -$41K -192 -42%
IAS
1522
IMA Advisory Services
Colorado
$54.8K – – –
CHC
1523
City Holding Co
West Virginia
$53.3K – – –
AIM
1524
Arcadia Investment Management
Michigan
$53.3K – – –
CFD
1525
Creative Financial Designs
Indiana
$53K +$214 +1 +0.4%
59 60
61
62 63