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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 %
CP
1601
Castleview Partners
Texas
$12.4K – – –
TJHA
1602
Thomas J. Herzfeld Advisors
Florida
$12.2K – – –
HT
1603
Headlands Technologies
Illinois
$11.9K +$11.9K +56 New
RW
1604
RVW Wealth
California
$11.9K +$11.9K +56 New
MIM
1605
Macroview Investment Management
Maryland
$11.5K – – –
FPFS
1606
First Personal Financial Services
North Carolina
$11.3K – – –
JMF
1607
Johnson Midwest Financial
Iowa
$11.3K – – –
NCM
1608
Northwest Capital Management
Oregon
$10.9K – – –
WAM
1609
WFA Asset Management
Wisconsin
$10.7K – – –
CWM
1610
CarsonAllaria Wealth Management
Illinois
$10.7K – – –
HWM
1611
Horizons Wealth Management
North Carolina
$10.7K – – –
GWSA
1612
Global Wealth Strategies & Associates
Colorado
$10.2K +$10.2K +48 New
AP
1613
Advisors Preferred
Maryland
$9.88K – – –
SC
1614
Solstein Capital
California
$9.81K – – –
NMG
1615
New Millennium Group
Utah
$9.46K – – –
CWA
1616
Core Wealth Advisors
Florida
$9.17K – – –
TFA
1617
Toth Financial Advisory
Virginia
$8.96K -$4.27K -20 -32%
CBT
1618
Central Bank & Trust
Kentucky
$8.96K – – –
FAM
1619
Flaharty Asset Management
Florida
$8.74K +$8.74K +41 New
OLVIG
1620
Oliver Lagore Vanvalin Investment Group
Michigan
$8.53K +$3.63K +17 +74%
CSC
1621
Caldwell Sutter Capital
California
$8.53K – – –
SIC
1622
SJS Investment Consulting
Ohio
$8.11K +$427 +2 +6%
RTL
1623
Red Tortoise LLC
Georgia
$8.11K – – –
TFGT
1624
TS Financial Group (TSFG)
Illinois
$8K – – –
CMP
1625
Coston McIsaac & Partners
Maine
$8K – – –
63 64
65
66 67