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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 %
AFS
1626
Annapolis Financial Services
Maryland
$7.68K – – –
HWM
1627
HighMark Wealth Management
Minnesota
$7.68K – – –
SWM
1628
Sugarloaf Wealth Management
Georgia
$7.47K – – –
CT
1629
Clearstead Trust
Maine
$7.47K – – –
MAWCM
1630
Mine & Arao Wealth Creation & Management
California
$7.25K – – –
WFA
1631
West Financial Advisors
Iowa
$7.25K +$7.25K +34 New
AW
1632
Avion Wealth
Texas
$7K +$2.46K +13 +54%
VF
1633
VitalStone Financial
Texas
$7K +$7K +31 New
AP
1634
Atwood & Palmer
Missouri
$6.4K – – –
AWM
1635
Atticus Wealth Management
Florida
$5.33K – – –
LFA
1636
LGT Financial Advisors
Texas
$4.69K -$1.05M -4,938 -100%
NL
1637
NVWM LLC
Pennsylvania
$4.27K +$853 +4 +25%
GFPC
1638
Global Financial Private Client
Florida
$4.21K – – –
TCA
1639
Trifecta Capital Advisors
Illinois
$3.84K – – –
PCM
1640
Perritt Capital Management
Illinois
$2.99K +$2.99K +14 New
AA
1641
Addison Advisors
Vermont
$2.56K +$2.56K +12 New
GA
1642
GoalVest Advisory
New York
$2.35K +$2.35K +11 New
LIM
1643
Longfellow Investment Management
Massachusetts
$2.13K – – –
PVH
1644
Psagot Value Holdings
Israel
$2K – – –
CAM
1645
ClariVest Asset Management
California
$2K +$2K +10 New
TWP
1646
TFO Wealth Partners
Ohio
$1.61K +$1.01K +5 +167%
NC
1647
NewSquare Capital
Pennsylvania
$1.49K -$39.5K -185 -96%
CFS
1648
CGC Financial Services
Oregon
$1.07K +$1.07K +5 New
TWD
1649
True Wealth Design
Ohio
$854 – – –
IPW
1650
Impact Partnership Wealth
Georgia
$853 -$1.71K -8 -67%
64 65
66
67 68