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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 %
HIA
1576
Harbor Investment Advisory
Maryland
$24.3K -$297K -1,393 -92%
BCMLT
1577
Beacon Capital Management LLC (Tennessee)
Tennessee
$23.7K – – –
TCM
1578
Tradewinds Capital Management
Washington
$23.7K +$17.3K +81 +270%
PWMG
1579
Provence Wealth Management Group
California
$23K +$23K +108 New
KI
1580
Kapitalo Investimentos
Brazil
$22.6K +$22.6K +106 New
MLA
1581
MB, Levis & Associates
Pennsylvania
$21.5K – – –
PP
1582
Pacifica Partners
Canada
$21.5K – – –
SWA
1583
SOA Wealth Advisors
New York
$21.3K – – –
JFG
1584
JDM Financial Group
Texas
$21.3K – – –
SWA
1585
Sutton Wealth Advisors
Florida
$21.1K – – –
CHA
1586
Carmichael Hill & Associates
Maryland
$20.9K +$4.91K +23 +31%
VAG
1587
VisionPoint Advisory Group
Texas
$20.5K +$20.5K +96 New
OP
1588
ORG Partners
Indiana
$20.3K -$1.49K -7 -7%
EBA
1589
Eagle Bay Advisors
New York
$20K +$2.99K +14 +18%
APW
1590
Acima Private Wealth
Virginia
$19K – – –
AIC
1591
Archer Investment Corporation
Indiana
$18.3K – – –
NFSG
1592
Newbridge Financial Services Group
Florida
$17.5K – – –
DWA
1593
Delos Wealth Advisors
Texas
$15.9K – – –
GEA
1594
Glen Eagle Advisors
New Jersey
$15.9K -$214 -1 -1%
VCM
1595
Versant Capital Management
Arizona
$15.8K – – –
TIM
1596
Tortoise Investment Management
New York
$14.9K – – –
AWM
1597
Abound Wealth Management
Tennessee
$14.8K +$3.21K +15 +28%
CTWM
1598
Cherry Tree Wealth Management
Minnesota
$14.5K +$5.33K +25 +58%
SFA
1599
Semmax Financial Advisors
North Carolina
$13.6K +$13.6K +61 New
JFA
1600
JNBA Financial Advisors
Minnesota
$12.8K -$16K -75 -56%
62 63
64
65 66