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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 %
FFA
1926
First Foundation Advisors
California
$232K – – –
JCM
1927
Jacobsen Capital Management
Utah
$232K +$332 +1 +0.1%
GIA
1928
GHP Investment Advisors
Colorado
$230K – – –
BWM
1929
Bosman Wealth Management
California
$230K +$230K +694 New
CPP
1930
Capasso Planning Partners
South Carolina
$230K -$4.98K -15 -2%
IPW
1931
Inlet Private Wealth
Florida
$230K – – –
OF
1932
Optimize Financial
California
$229K +$229K +689 New
SIA
1933
Sovereign Investment Advisors
Arizona
$228K +$228K +686 New
LA
1934
LVW Advisors
New York
$227K -$146K -441 -39%
KA
1935
Kovack Advisors
Florida
$226K +$226K +681 New
GB
1936
Goepper Burkhardt
South Carolina
$226K – – –
CCG
1937
Chatham Capital Group
Georgia
$225K +$16.6K +50 +8%
GA
1938
Goldstein Advisors
Wisconsin
$224K -$17.9K -54 -7%
JHCP
1939
Jackson Hole Capital Partners
Oklahoma
$224K -$4.98K -15 -2%
VCWA
1940
Vanguard Capital Wealth Advisors
Colorado
$224K – – –
LS
1941
Leelyn Smith
Illinois
$224K +$332 +1 +0.1%
MSWM
1942
Mowery & Schoenfeld Wealth Management
Illinois
$224K +$224K +674 New
AG
1943
Advocate Group
Minnesota
$224K – – –
FCIM
1944
Fairview Capital Investment Management
California
$223K -$26.6K -80 -11%
WBC
1945
Westpac Banking Corp
Australia
$223K -$79.6K -240 -26%
PCA
1946
Peddock Capital Advisors
Massachusetts
$223K – – –
CP
1947
Castleview Partners
Texas
$223K -$332 -1 -0.1%
MFWP
1948
Mosaic Family Wealth Partners
Missouri
$223K +$223K +671 New
OPA
1949
Old Port Advisors
Maine
$222K -$6.64K -20 -3%
QFA
1950
Quantum Financial Advisors
California
$222K +$332 +1 +0.1%
76 77
78
79 80