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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 %
WCA
1751
Westover Capital Advisors
Delaware
$327K – – –
FWM
1752
Forza Wealth Management
Florida
$327K – – –
EIP
1753
Ellis Investment Partners
Pennsylvania
$326K -$28.2K -85 -8%
AIM
1754
Athena Investment Management
California
$326K -$56.1K -169 -15%
NG
1755
Norden Group
Utah
$325K +$10.6K +32 +3%
HKAM
1756
Horizon Kinetics Asset Management
New York
$324K – – –
PWA
1757
Provenance Wealth Advisors
Florida
$323K -$1.19M -3,598 -79%
CWM
1758
Campbell Wealth Management
Virginia
$323K +$323K +973 New
CWC
1759
Carolinas Wealth Consulting
North Carolina
$322K -$16.6K -50 -5%
MWA
1760
Midland Wealth Advisors
Illinois
$320K – – –
SFP
1761
Sandbox Financial Partners
Maryland
$320K +$320K +964 New
FM
1762
Family Management
New York
$320K – – –
AC
1763
AXQ Capital
New Jersey
$319K +$319K +962 New
CWA
1764
Consilium Wealth Advisory
Texas
$318K -$2.32K -7 -0.7%
VC
1765
Veracity Capital
Georgia
$317K +$66.1K +199 +26%
BWM
1766
BigSur Wealth Management
Florida
$317K +$13.3K +40 +4%
LAM
1767
LECAP Asset Management
United Kingdom
$317K +$317K +956 New
AFP
1768
Alpha Financial Partners
Kentucky
$317K +$317K +954 New
MHC
1769
May Hill Capital
Massachusetts
$316K +$316K +954 New
CWA
1770
Centennial Wealth Advisory
Michigan
$316K -$11.9K -36 -4%
FLII
1771
First Long Island Investors
New York
$316K – – –
TDC
1772
Thompson Davis & Co
Virginia
$315K – – –
MTIC
1773
Missouri Trust & Investment Company
Missouri
$315K +$11.6K +35 +4%
OP
1774
ORG Partners
Indiana
$314K +$149K +450 +91%
DAM
1775
Doheny Asset Management
California
$314K – – –
69 70
71
72 73