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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 %
WP
1501
WMS Partners
Maryland
$522K +$236K +711 +82%
QC
1502
Quent Capital
New York
$522K +$64K +193 +14%
TLCM
1503
Twin Lakes Capital Management
California
$521K – – –
EFMC
1504
Empire Financial Management Company
New York
$520K -$1.56M -4,684 -75%
RWB
1505
RMR Wealth Builders
New Jersey
$520K -$46.8K -141 -8%
AAP
1506
Arax Advisory Partners
Colorado
$519K +$24.2K +73 +5%
PPA
1507
Pacific Point Advisors
California
$518K +$518K +1,645 New
LI
1508
LVZ Inc
Michigan
$517K – – –
VCP
1509
Verus Capital Partners
Arizona
$515K -$52.1K -157 -9%
GWAG
1510
Garrett Wealth Advisory Group
Texas
$515K -$49.1K -148 -9%
CC
1511
Callan Capital
California
$515K +$109K +329 +27%
QL
1512
Quarry LP
New York
$513K +$477K +1,437 +1,331%
CG
1513
Clarus Group
Texas
$513K +$332 +1 +0.1%
LAM
1514
L2 Asset Management
Massachusetts
$511K -$15.6K -47 -3%
WMA
1515
Wealth Management Associates
New Jersey
$511K +$332 +1 +0.1%
ET
1516
Equitable Trust
Tennessee
$510K +$12.9K +39 +3%
CB
1517
Community Bank
New York
$508K – – –
NIA
1518
NIA Impact Advisors
California
$507K +$332 +1 +0.1%
TW
1519
Transform Wealth
Colorado
$506K -$84.6K -255 -14%
VCAM
1520
Van Cleef Asset Management
Ohio
$506K – – –
WHC
1521
Wulff, Hansen & Co
California
$506K – – –
LWL
1522
Leo Wealth LLC
Texas
$505K +$4.31K +13 +0.9%
PL
1523
Plancorp LLC
Missouri
$504K +$4.32K +13 +0.9%
KTA
1524
Keeley-Teton Advisors
Illinois
$504K – – –
BAS
1525
Brueske Advisory Services
Washington
$504K +$504K +1,519 New
59 60
61
62 63