ETN icon

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 %
PIA
1726
Panoramic Investment Advisors
Colorado
$341K +$31.5K +95 +10%
TWM
1727
TriaGen Wealth Management
California
$341K – – –
WC
1728
Wexford Capital
Florida
$341K +$996 +3 +0.3%
AIM
1729
Avity Investment Management
Connecticut
$340K – – –
CCM
1730
Chiron Capital Management
Florida
$340K +$340K +1,023 New
OPOWM
1731
One Plus One Wealth Management
Florida
$339K -$11.6K -35 -3%
BWM
1732
BCS Wealth Management
Tennessee
$337K – – –
DOA
1733
D'Orazio & Associates
Virginia
$337K – – –
VP
1734
Verum Partners
North Carolina
$337K -$9.29K -28 -3%
DFP
1735
Defined Financial Planning
California
$335K +$335K +1,009 New
LCWP
1736
Legacy Capital Wealth Partners
Arkansas
$335K -$302K -910 -47%
I
1737
InceptionR
California
$334K -$1.01M -3,034 -75%
WOC
1738
West Oak Capital
California
$332K – – –
OTL
1739
Oak Thistle LLC
New York
$332K +$332K +1,000 New
TW
1740
TritonPoint Wealth
Maryland
$332K +$8.63K +26 +3%
AAMC
1741
Asset Allocation & Management Company
Illinois
$331K +$331K +997 New
RW
1742
Rede Wealth
Virginia
$331K -$2.32K -7 -0.7%
GWP
1743
Gen-Wealth Partners
Michigan
$331K – – –
GPW
1744
Genesis Private Wealth
Virginia
$331K +$331K +996 New
AL
1745
Aspiriant LLC
California
$330K -$8.96K -27 -3%
MAP
1746
Moody Aldrich Partners
Massachusetts
$328K – – –
AC
1747
ASB Consultores
Florida
$328K -$57.7K -174 -15%
DLA
1748
Douglas Lane & Associates
New York
$327K +$7.64K +23 +2%
AFT
1749
Alpha Family Trust
California
$327K – – –
WP
1750
Westmount Partners
California
$327K +$9.96K +30 +3%
68 69
70
71 72