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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 %
RT
1676
Rockland Trust
Massachusetts
$368K +$368K +1,109 New
SWP
1677
Strategic Wealth Partners
Ohio
$368K +$51.4K +167 +16%
LWM
1678
Lyell Wealth Management
California
$367K – – –
RFS
1679
Retirement Financial Solutions
Tennessee
$366K +$996 +3 +0.3%
HWA
1680
Heartwood Wealth Advisors
Virginia
$365K – – –
OL
1681
Optas LLC
Texas
$365K +$664 +2 +0.2%
HKIM
1682
Hayek Kallen Investment Management
Alabama
$364K – – –
PTC
1683
Philadelphia Trust Company
Pennsylvania
$363K -$546K -1,646 -60%
DE
1684
Diversified Enterprises
Delaware
$362K +$74K +223 +26%
SCP
1685
Sivia Capital Partners
California
$362K -$2.99K -9 -0.8%
MWM
1686
Mindset Wealth Management
Indiana
$362K +$99.6K +300 +38%
KCM
1687
Kathmere Capital Management
Pennsylvania
$361K +$28.9K +87 +9%
CAC
1688
Certified Advisory Corp
Florida
$361K +$6.64K +20 +2%
NCTC
1689
New Covenant Trust Company
Indiana
$360K -$9.97K -30 -3%
AIM
1690
Advyzon Investment Management
Illinois
$359K +$359K +1,083 New
GWP
1691
Gateway Wealth Partners
Wisconsin
$359K +$83.3K +251 +30%
BFG
1692
Berger Financial Group
Minnesota
$359K -$11.9K -36 -3%
AWM
1693
Angeles Wealth Management
California
$357K +$7.3K +22 +2%
CBT
1694
Crews Bank & Trust
Florida
$357K +$357K +1,076 New
TFF
1695
The Family Firm
Maryland
$356K -$332 -1 -0.1%
NRD
1696
Nebula Research & Development
New York
$355K +$355K +1,071 New
IWA
1697
IBEX Wealth Advisors
New Jersey
$355K +$355K +1,071 New
WGC
1698
Watts Gwilliam & Co
Arizona
$355K – – –
PWA
1699
Peterson Wealth Advisors
Utah
$355K – – –
KBFS
1700
Kohmann Bosshard Financial Services
Ohio
$354K +$5.97K +18 +2%
66 67
68
69 70