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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 %
JSAM
1601
J. Safra Asset Management
New York
$426K +$130K +392 +44%
DWM
1602
Drive Wealth Management
Utah
$426K +$7.64K +23 +2%
FFA
1603
Fortune Financial Advisors
Kansas
$424K – – –
FWM
1604
Focused Wealth Management
New York
$424K – – –
CP
1605
CenterBook Partners
Connecticut
$424K +$424K +1,278 New
WIS
1606
Wright Investors Service
Connecticut
$423K -$798K -2,405 -65%
JF
1607
Joule Financial
Kentucky
$422K -$5.97K -18 -1%
PCH
1608
PGIM Custom Harvest
New Jersey
$422K +$84K +253 +25%
AIM
1609
Anchor Investment Management
South Carolina
$420K +$28.9K +87 +7%
CAWM
1610
Capital Advisors Wealth Management
Washington
$418K +$3.98K +12 +1%
LJHT
1611
Laurie J. Hall Trustee
$418K – – –
VCM
1612
Virtue Capital Management
Tennessee
$417K +$55.8K +168 +15%
MAM
1613
Morse Asset Management
Connecticut
$416K +$383K +1,155 +1,155%
CWP
1614
Cyndeo Wealth Partners
Florida
$416K -$1.66K -5 -0.4%
CHAM
1615
Clear Harbor Asset Management
Connecticut
$412K +$65.4K +197 +19%
IWP
1616
Invenio Wealth Partners
Florida
$411K – – –
OCM
1617
Objective Capital Management
Ohio
$411K +$2.99K +9 +0.7%
EW
1618
Evoke Wealth
California
$410K +$72K +217 +21%
PA
1619
Probity Advisors
Texas
$410K -$20.6K -62 -5%
EI
1620
Ellevest Inc
New York
$410K -$24.9K -75 -6%
EA
1621
Ellsworth Advisors
Ohio
$408K -$54.4K -164 -12%
CH
1622
Cromwell Holdings
Wyoming
$408K – – –
HPA
1623
High Probability Advisors
New York
$407K – – –
CA
1624
Crumly & Associates
Illinois
$406K -$664 -2 -0.2%
OCG
1625
Opus Capital Group
Ohio
$406K -$86K -259 -17%
63 64
65
66 67