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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 %
MAM
1901
McLean Asset Management
Virginia
$244K +$5.31K +16 +2%
BIA
1902
Beacon Investment Advisors
Maryland
$243K +$5.65K +17 +2%
OWA
1903
Opal Wealth Advisors
New York
$242K +$7.63K +23 +3%
MMHP
1904
Murphy Middleton Hinkle & Parker
Georgia
$242K – – –
CSA
1905
Cottage Street Advisors
Massachusetts
$242K +$8.96K +27 +4%
JC
1906
Jacobs & Co
California
$242K -$26.5K -80 -10%
FFA
1907
Fi3 Financial Advisors
Indiana
$242K +$4.98K +15 +2%
ECM
1908
Elgethun Capital Management
South Dakota
$241K – – –
TCOK
1909
Trust Company of Kansas
Kansas
$240K -$332 -1 -0.1%
AWM
1910
Aprio Wealth Management
Georgia
$239K +$12.9K +39 +6%
CTB
1911
Country Trust Bank
Illinois
$239K – – –
CIAS
1912
CBIZ Investment Advisory Services
Ohio
$239K -$69.7K -210 -23%
SPWM
1913
Schrum Private Wealth Management
Florida
$238K -$160K -482 -40%
FUBT
1914
First United Bank & Trust
Maryland
$238K – – –
CPA
1915
Capital Performance Advisors
California
$238K +$42.2K +127 +22%
IIM
1916
Ironwood Investment Management
Massachusetts
$238K – – –
SIS
1917
Sound Income Strategies
Florida
$237K +$5.98K +18 +3%
FRM
1918
Fox Run Management
Connecticut
$237K -$386K -1,162 -62%
LMKC
1919
L.M. Kohn & Company
Ohio
$237K +$2.99K +9 +1%
WCWM
1920
Willow Creek Wealth Management
California
$236K – – –
HC
1921
Headland Capital
South Carolina
$234K +$234K +706 New
FFM
1922
Flagstone Financial Management
Nebraska
$234K – – –
KCPG
1923
Kavar Capital Partners Group
Kansas
$233K – – –
CIAS
1924
CFS Investment Advisory Services
New Jersey
$233K -$2.98K -9 -1%
DTL
1925
Dynamic Technology Lab
Singapore
$233K +$233K +702 New
75 76
77
78 79