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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 %
LTI
1576
Laffer Tengler Investments
Tennessee
– -$138K -877 Closed
MSCM
1577
McElhenny Sheffield Capital Management
Texas
– -$172K -832 Closed
AWM
1578
Accurate Wealth Management
Florida
– -$126K -788 Closed
OWA
1579
One Wealth Advisors
California
– -$76.6K -488 Closed
MWM
1580
MinichMacGregor Wealth Management
New York
– -$46.4K -295 Closed
LS
1581
Leelyn Smith
Illinois
– -$21K -268 Closed
WOSD
1582
WFA of San Diego
California
– -$31.4K -200 Closed
FWA
1583
Freedom Wealth Alliance
Wisconsin
– -$30.6K -195 Closed
CASC
1584
Coppell Advisory Solutions Corp
Texas
– -$30.3K -193 Closed
CAS
1585
Coppell Advisory Solutions
Texas
– -$30.3K -193 Closed
CJL
1586
Cyrus J. Lawrence
New York
– -$27K -174 Closed
WA
1587
Win Advisors
Florida
– -$21.7K -138 Closed
ZIG
1588
Zullo Investment Group
Pennsylvania
– -$20.1K -128 Closed
Simplex Trading
1589
Simplex Trading
Illinois
– -$17K -110 Closed
MPCL
1590
My Personal CFO LLC
Washington
– -$16K -102 Closed
RWM
1591
Ruedi Wealth Management
Illinois
– -$12.4K -79 Closed
Nomura Holdings
1592
Nomura Holdings
Japan
– -$12K -76 Closed
MUMSS
1593
Mitsubishi UFJ Morgan Stanley Securities
Japan
– -$11K -70 Closed
3IP
1594
3Chopt Investment Partners
Virginia
– -$10K -64 Closed
EE
1595
EWG Elevate
California
– -$9.73K -62 Closed
SC
1596
Sierra Capital
Florida
– -$8K -48 Closed
TC
1597
Trust Company
Kansas
– -$6K -39 Closed
PO
1598
Private Ocean
California
– -$3.14K -20 Closed
TC
1599
Truvestments Capital
Florida
– -$2.98K -19 Closed
LFA
1600
Level Financial Advisors
New York
– -$2K -10 Closed
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