1,804 hedge funds and large institutions have $82.2B invested in Eaton in 2023 Q4 according to their latest regulatory filings, with 260 funds opening new positions, 629 increasing their positions, 662 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,804
Holders Change
+156
Holders Change %
+9.47%
% of All Funds
26.45%
Holding in Top 10
53
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+12.77%
% of All Funds
0.78%
New
260
Increased
629
Reduced
662
Closed
79
Calls
$963M
Puts
$522M
Net Calls
+$441M
Net Calls Change
+$168M
Name Holding Trade Value Shares
Change
Shares
Change %
HIP
351
Harrell Investment Partners
Texas
$9.26M +$162K +673 +2%
CAM
352
Cresset Asset Management
Illinois
$9.22M +$554K +2,301 +6%
SFWA
353
Summit Financial Wealth Advisors
Louisiana
$9.22M -$197K -820 -2%
FA
354
Fiduciary Alliance
South Carolina
$9.2M +$310K +1,287 +3%
JMFC
355
J.M. Forbes & Co
Massachusetts
$9.15M +$23.1K +96 +0.3%
Allianz Asset Management
356
Allianz Asset Management
Germany
$9.02M -$6.3M -26,159 -41%
ROC
357
Running Oak Capital
Minnesota
$9.01M +$9.01M +37,410 New
ACM
358
Altrius Capital Management
North Carolina
$9M -$314K -1,302 -3%
BFO
359
Boston Family Office
Massachusetts
$8.75M +$217K +902 +3%
WI
360
Wafra Inc
New York
$8.74M -$35.9M -148,900 -80%
Brown Advisory
361
Brown Advisory
Maryland
$8.7M -$305K -1,265 -3%
UCFA
362
United Capital Financial Advisors
Texas
$8.7M +$702K +2,915 +9%
SIA
363
Sit Investment Associates
Minnesota
$8.6M -$654K -2,715 -7%
WMC
364
Westwood Management Corporation
Illinois
$8.58M -$18.7M -77,600 -69%
GIBU
365
Gulf International Bank (UK)
United Kingdom
$8.54M -$555K -2,305 -6%
NC
366
Nicholas Company
Wisconsin
$8.52M -$937K -3,890 -10%
KPWS
367
Kestra Private Wealth Services
Texas
$8.4M +$108K +448 +1%
EMPI
368
Elo Mutual Pension Insurance
Finland
$8.39M +$355K +1,474 +4%
SCA
369
Snowden Capital Advisors
New York
$8.29M +$4.73M +19,623 +132%
ECM
370
Estabrook Capital Management
New York
$8.27M -$429K -1,782 -5%
BSA
371
Braun Stacey Associates
New York
$8.25M -$1.51M -6,264 -15%
Pacer Advisors
372
Pacer Advisors
Pennsylvania
$8.2M +$1.92M +7,964 +31%
Rafferty Asset Management
373
Rafferty Asset Management
New York
$8.07M +$423K +1,757 +6%
SCM
374
Spring Capital Management
Texas
$8M -$208K -862 -3%
BFG
375
Beacon Financial Group
Texas
$7.98M -$294K -1,219 -4%