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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 %
CWM
1551
Cedar Wealth Management
California
$39.9K – – –
AWA
1552
Authentikos Wealth Advisory
California
$39.2K +$39.2K +184 New
EDRH
1553
Edmond de Rothschild Holding
Switzerland
$38.4K -$26.7K -125 -41%
CWM
1554
Cranbrook Wealth Management
Michigan
$38K – – –
TAM
1555
Tucker Asset Management
Colorado
$37.8K -$8.53K -40 -18%
WIM
1556
Westside Investment Management
California
$37.3K – – –
WTA
1557
Washington Trust Advisors
Massachusetts
$36.3K – – –
BWM
1558
Baystate Wealth Management
Massachusetts
$35.1K -$5.78K -27 -14%
CSB
1559
City State Bank
Iowa
$35K -$3.2K -15 -8%
CPG
1560
Cornerstone Planning Group
New Jersey
$35K -$3.63K -17 -9%
SN
1561
Sittner & Nelson
Oregon
$34.8K – – –
MFA
1562
McClarren Financial Advisors
Pennsylvania
$33K – – –
MWM
1563
Mascoma Wealth Management
New Hampshire
$32K – – –
GTAM
1564
Global Trust Asset Management
Florida
$32K +$32K +150 New
GJIA
1565
Glass Jacobson Investment Advisors
Maryland
$31.1K – – –
EA
1566
Evolution Advisers
Virginia
$31K – – –
CAS
1567
Coppell Advisory Solutions
Texas
$30.3K -$40K -255 -57%
MAM
1568
Marquette Asset Management
Minnesota
$29.9K – – –
HI
1569
Hoey Investments
Pennsylvania
$28.6K – – –
NIC
1570
Northwest Investment Counselors
Oregon
$27.7K – – –
FSWA
1571
Financial Synergies Wealth Advisors
Texas
$26.7K – – –
FP
1572
Financial Perspectives
Minnesota
$26.4K – – –
MAM
1573
Magellan Asset Management
Australia
$25.4K – – –
GWM
1574
Guardian Wealth Management
Illinois
$25.2K – – –
RWPA
1575
Richard W. Paul & Associates
Michigan
$24.7K -$1.49K -7 -6%
61 62
63
64 65