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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 %
PWM
2001
PBMares Wealth Management
Virginia
$204K – – –
RTC
2002
Riverview Trust Company
Washington
$203K – – –
CAM
2003
Creekmur Asset Management
Illinois
$203K – – –
TT
2004
TI-Trust
Illinois
$203K – – –
KWM
2005
Kaydan Wealth Management
Michigan
$203K +$203K +612 New
AGC
2006
Aspen Grove Capital
Colorado
$203K – – –
MCM
2007
Maple Capital Management
Vermont
$203K +$203K +611 New
S
2008
Sunpointe
Missouri
$203K +$203K +611 New
AGP
2009
Autumn Glory Partners
Texas
$202K -$289K -870 -59%
ACM
2010
Avalon Capital Management
California
$202K – – –
PIA
2011
Perennial Investment Advisors
California
$201K +$201K +605 New
AF
2012
Arrow Financial
New York
$201K -$3.32K -10 -2%
KB
2013
Kimelman & Baird
New York
$198K – – –
BLC
2014
Brown, Lisle/Cummings
Rhode Island
$196K – – –
AG
2015
AmeriFlex Group
Nevada
$195K +$195K +598 New
CWM
2016
Centricity Wealth Management
Ohio
$194K +$194K +584 New
RMC
2017
Resources Management Corp
Connecticut
$191K – – –
BGAI
2018
Bruce G. Allen Investments
Colorado
$189K -$1.66K -5 -0.9%
OA
2019
Operose Advisors
Wisconsin
$189K -$87K -262 -32%
BC
2020
Barrett & Company
Rhode Island
$189K – – –
WTFG
2021
Wood Tarver Financial Group
Idaho
$186K +$186K +562 New
CAS
2022
Coppell Advisory Solutions
Texas
$181K -$8.97K -27 -5%
OC
2023
Oarsman Capital
Wisconsin
$178K – – –
PAM
2024
Parvin Asset Management
South Dakota
$176K +$176K +530 New
LWCFA
2025
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$175K -$8.1K -26 -4%
79 80
81
82 83