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Eaton
ETN

Overview Fund Activity

1,615 hedge funds and large institutions have $66.2B invested in Eaton in 2023 Q2 according to their latest regulatory filings, with 185 funds opening new positions, 549 increasing their positions, 624 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,615
Holders Change
+96
Holders Change %
+6.32%
% of All Funds
25.47%
Holding in Top 10
41
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+41.38%
% of All Funds
0.65%
New
185
Increased
549
Reduced
624
Closed
80
Calls
$790M
Puts
$484M
Net Calls
+$306M
Net Calls Change
+$99.6M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$2.95B
2
Coatue Management
Coatue Management
New York
$358M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$4.03B
4
Invesco
Invesco
Georgia
$674M
5
CET
Clean Energy Transition
United Kingdom
$130M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$1.95B
2
JPMPWA
J.P. Morgan Private Wealth Advisors
California
$0
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$1.15B
4
Wellington Management Group
Wellington Management Group
Massachusetts
$776M
5
ClearBridge Investments
ClearBridge Investments
New York
$983M
Name Holding Trade Value Shares
Change 		Shares
Change %
AWM
1601
Atticus Wealth Management
Florida
$5.03K – – –
OLVIG
1602
Oliver Lagore Vanvalin Investment Group
Michigan
$4.63K -$12.9K -64 -74%
LWCFA
1603
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$4.02K +$1.41K +7 +54%
GFPC
1604
Global Financial Private Client
Florida
$4.01K -$10.4K -52 -72%
AW
1605
Avion Wealth
Texas
$4K +$3.17K +19 +380%
TCA
1606
Trifecta Capital Advisors
Illinois
$3.62K – – –
NL
1607
NVWM LLC
Pennsylvania
$3.22K +$3.22K +16 New
FGAM
1608
Financial Gravity Asset Management
Texas
$2.65K +$395 +30 +18%
IPW
1609
Impact Partnership Wealth
Georgia
$2.41K +$2.41K +12 New
FCB
1610
First Command Bank
Texas
$2.21K +$2.21K +11 New
FCFS
1611
First Command Financial Services
Texas
$2.21K +$2.21K +11 New
LIM
1612
Longfellow Investment Management
Massachusetts
$2.01K – – –
PVH
1613
Psagot Value Holdings
Israel
$2K +$2K +11 New
TWD
1614
True Wealth Design
Ohio
$805 – – –
RG
1615
Retirement Group
California
$603 – – –
TWP
1616
TFO Wealth Partners
Ohio
$603 – – –
JPMPWA
1617
J.P. Morgan Private Wealth Advisors
California
– -$373M -2,176,989 Closed
FMI
1618
Factory Mutual Insurance
Massachusetts
– -$51.4M -299,719 Closed
Manulife (Manufacturers Life Insurance)
1619
Manulife (Manufacturers Life Insurance)
Ontario, Canada
– -$47.9M -279,829 Closed
MNG
1620
Manning & Napier Group
New York
– -$23M -134,031 Closed
AJ
1621
Ashburton (Jersey)
Jersey
– -$16.9M -98,812 Closed
Caisse de Depot et Placement du Quebec (CDPQ)
1622
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
– -$11.9M -69,537 Closed
WBC
1623
Westpac Banking Corp
Australia
– -$11.4M -66,572 Closed
Public Employees Retirement Association of Colorado
1624
Public Employees Retirement Association of Colorado
Colorado
– -$11.2M -65,652 Closed
SCA
1625
Southpoint Capital Advisors
New York
– -$11.1M -65,000 Closed
63 64
65
66 67