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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 %
5SA
1701
5th Street Advisors
Connecticut
– -$302K -1,500 Closed
JGUA
1702
John G. Ullman & Associates
New York
– -$282K -1,400 Closed
FWA
1703
FSM Wealth Advisors
Ohio
– -$280K -1,379 Closed
SPP
1704
Single Point Partners
Massachusetts
– -$272K -1,355 Closed
WFC
1705
Western Financial Corp
California
– -$271K -1,345 Closed
AWA
1706
Arete Wealth Advisors
Illinois
– -$248K -1,231 Closed
JE
1707
JMAC Enterprises
Pennsylvania
– -$246K -1,223 Closed
RWM
1708
Revisor Wealth Management
Ohio
– -$241K -1,200 Closed
AP
1709
Americana Partners
Texas
– -$241K -1,196 Closed
BMA
1710
Brooks Moore & Associates
Tennessee
– -$238K -1,185 Closed
WC
1711
Waterloo Capital
Texas
– -$224K -1,116 Closed
GA
1712
GraniteShares Advisors
New York
– -$219K -1,087 Closed
CWM
1713
Curi Wealth Management
North Carolina
– -$217K -1,080 Closed
AGP
1714
Autumn Glory Partners
Texas
– -$217K -1,080 Closed
APG
1715
Abacus Planning Group
South Carolina
– -$217K -1,078 Closed
SFG
1716
Sovereign Financial Group
Connecticut
– -$213K -1,058 Closed
TCBWMS
1717
Texas Capital Bank Wealth Management Services
Texas
– -$209K -1,040 Closed
DU
1718
Delphia (USA)
Ontario, Canada
– -$207K -1,028 Closed
FRM
1719
Fox Run Management
Connecticut
– -$205K -1,021 Closed
WP
1720
WealthPLAN Partners
Nebraska
– -$162K -805 Closed
IGWM
1721
ICA Group Wealth Management
Colorado
– -$137K -683 Closed
SSG
1722
Summit Securities Group
New York
– -$105K -521 Closed
WIM
1723
WealthPlan Investment Management
Nebraska
– -$92.5K -460 Closed
TFP
1724
Tilia Fiduciary Partners
North Carolina
– -$51.5K -256 Closed
SF
1725
Safeguard Financial
Wisconsin
– -$47K -235 Closed
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