ETN icon

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 %
HFP
1576
Holistic Financial Partners
Indiana
$447K +$8.96K +27 +2%
KIM
1577
Kestra Investment Management
Texas
$447K -$167K -504 -27%
DIM
1578
DLK Investment Management
California
$446K -$664 -2 -0.1%
TCM
1579
Tufton Capital Management
Maryland
$446K – – –
MAA
1580
Matrix Asset Advisors
New York
$445K +$166K +500 +59%
BMCM
1581
Bryn Mawr Capital Management
Pennsylvania
$445K -$1.66M -5,009 -79%
FAG
1582
Fortitude Advisory Group
Washington
$444K -$2.99K -9 -0.7%
NG
1583
Novem Group
New York
$444K +$444K +1,339 New
SHFA
1584
SS&H Financial Advisors
Michigan
$444K – – –
PFW
1585
Petros Family Wealth
Minnesota
$441K +$441K +1,329 New
CAM
1586
Cypress Asset Management
Texas
$440K +$130K +370 +42%
MCM
1587
McRae Capital Management
New Jersey
$436K – – –
SB
1588
Sunflower Bank
Texas
$433K -$29.9K -90 -6%
WA
1589
Wealth Architects
California
$433K -$7.3K -22 -2%
TM
1590
TigerOak Management
New Mexico
$432K +$432K +1,301 New
Marshall Wace
1591
Marshall Wace
United Kingdom
$431K -$8.06M -24,297 -95%
MIC
1592
Meridian Investment Counsel
California
$431K – – –
SNB
1593
Security National Bank
Nebraska
$431K – – –
FCFC
1594
First Commonwealth Financial Corp
Pennsylvania
$431K +$62.7K +189 +17%
AA
1595
Alta Advisers
United Kingdom
$431K +$66.4K +200 +18%
OHWA
1596
Oak Hill Wealth Advisors
Virginia
$431K +$431K +1,300 New
AFS
1597
Anderson Financial Strategies
Ohio
$430K +$430K +1,296 New
VBCG
1598
Valley Brook Capital Group
Pennsylvania
$430K +$3.32K +10 +0.8%
PW
1599
PUREfi Wealth
Massachusetts
$429K +$429K +1,293 New
HT
1600
Heritage Trust
Oklahoma
$427K +$427K +1,287 New
62 63
64
65 66