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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 %
HBW
1526
Hazlett, Burt & Watson
West Virginia
$51K +$4.34K +20 +9%
LF
1527
Lee Financial
Texas
$51K +$42.7K +200 +513%
SFG
1528
Steward Financial Group
Texas
$50K – – –
Loomis, Sayles & Company
1529
Loomis, Sayles & Company
Massachusetts
$50K +$5.72K +27 +13%
SFCL
1530
Strengthening Families & Communities LLC
Massachusetts
$49K +$3.8K +18 +8%
KFP
1531
KB Financial Partners
New Jersey
$48K -$6.58K -31 -12%
SR
1532
Syntax Research
Florida
$48K +$48K +225 New
AWM
1533
Avior Wealth Management
Nebraska
$47.3K +$19.4K +91 +69%
BWP
1534
Baldwin Wealth Partners
Massachusetts
$46.9K – – –
CYG
1535
Clean Yield Group
Vermont
$46.6K – – –
SL
1536
Salomon & Ludwin
Virginia
$45.6K +$45.6K +214 New
BIA
1537
Bell Investment Advisors
California
$45K +$2.77K +13 +7%
ME
1538
McIlrath & Eck
Washington
$44.8K -$213 -1 -0.5%
WAS
1539
Winch Advisory Services
Wisconsin
$44K +$212 +1 +0.5%
AT
1540
Avalon Trust
New Mexico
$42.7K -$93.6K -439 -69%
WOSD
1541
WFA of San Diego
California
$42.7K – – –
ACM
1542
Antonetti Capital Management
Florida
$42.7K – – –
FFC
1543
First Financial Corp
Indiana
$42.7K – – –
SC
1544
Stephens Consulting
Michigan
$42.7K – – –
Legacy Financial Group (Iowa)
1545
Legacy Financial Group (Iowa)
Iowa
$42.7K +$42.7K +200 New
EARNEST Partners
1546
EARNEST Partners
Georgia
$42.2K – – –
EIM
1547
Essex Investment Management
Massachusetts
$41.8K – – –
MFT
1548
Moisand Fitzgerald Tamayo
Florida
$41.4K – – –
CIA
1549
Cape Investment Advisory
Georgia
$41.2K – – –
RFG
1550
RFP Financial Group
Georgia
$40.3K – – –
60 61
62
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