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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 %
NAS
1651
NWF Advisory Services
California
$389K +$389K +1,173 New
QWP
1652
Quotient Wealth Partners
Texas
$388K +$18.9K +57 +5%
CCA
1653
Childress Capital Advisors
Texas
$386K +$84K +253 +28%
LC
1654
Lincoln Capital
Nebraska
$386K -$19.9K -60 -5%
VWA
1655
VSM Wealth Advisory
Maryland
$386K +$386K +1,162 New
ACC
1656
Acorn Creek Capital
Colorado
$386K – – –
PTP
1657
Platform Technology Partners
New York
$385K -$6.31K -19 -2%
SSW
1658
Stone Summit Wealth
Florida
$385K – – –
QPWM
1659
Quadrant Private Wealth Management
Pennsylvania
$380K +$93.3K +281 +33%
PMFA
1660
Plante Moran Financial Advisors
Michigan
$380K +$28.2K +85 +8%
CFS
1661
Commonwealth Financial Services
West Virginia
$379K +$38.2K +115 +11%
CF
1662
Clarity Financial
Texas
$378K -$65.4K -197 -15%
CS
1663
Cannell & Spears
New York
$377K +$1.33K +4 +0.4%
C
1664
Certuity
Florida
$376K -$2.89M -8,700 -88%
CG
1665
Clifford Group
Massachusetts
$375K – – –
PWM
1666
Penobscot Wealth Management
Maine
$375K -$23.2K -70 -6%
FAFN
1667
First Affirmative Financial Network
Colorado
$375K -$97.6K -294 -21%
CWA
1668
Canvas Wealth Advisors
Kansas
$375K +$14.3K +43 +4%
FFG
1669
Fiduciary Financial Group
California
$374K +$9.22K +27 +3%
SSWM
1670
Strait & Sound Wealth Management
California
$373K -$28.5K -86 -7%
SCM
1671
Schnieders Capital Management
California
$371K – – –
FFA
1672
Fragasso Financial Advisors
Pennsylvania
$370K +$4.64K +14 +1%
GSWM
1673
Golden State Wealth Management
California
$369K +$369K +1,113 New
APG
1674
Abacus Planning Group
South Carolina
$369K +$1.33K +4 +0.4%
AIFAIM
1675
American Institute for Advanced Investment Management
Arizona
$368K -$80.3K -242 -18%
65 66
67
68 69