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
26.44%
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 %
AWM
376
AE Wealth Management
Kansas
$7.88M +$867K +3,527 +12%
GI
377
GLOBALT Investments
Georgia
$7.86M +$7.86M +32,650 New
SL
378
Summitry LLC
California
$7.81M +$48.4K +201 +0.6%
SWM
379
Scissortail Wealth Management
Oklahoma
$7.75M +$7.75M +31,179 New
Capital Fund Management (CFM)
380
Capital Fund Management (CFM)
France
$7.75M -$5.31M -22,061 -41%
PAM
381
Pegasus Asset Management
New York
$7.74M -$13.5K -56 -0.2%
KRS
382
Kentucky Retirement Systems
Kentucky
$7.69M -$407K -1,689 -5%
SAM
383
Sycomore Asset Management
France
$7.67M +$2.49M +10,324 +48%
TBA
384
Tower Bridge Advisors
Pennsylvania
$7.6M +$36.8K +153 +0.5%
Focus Partners Wealth
385
Focus Partners Wealth
Massachusetts
$7.58M +$7.58M +31,473 New
KBC Group
386
KBC Group
Belgium
$7.52M -$687K -2,851 -8%
IAN
387
Integrated Advisors Network
Texas
$7.5M -$346K -1,436 -4%
CAM
388
Carret Asset Management
New York
$7.5M -$109K -454 -1%
MSRPS
389
Maryland State Retirement & Pension System
Maryland
$7.47M +$79.5K +330 +1%
MGWM
390
Marks Group Wealth Management
Minnesota
$7.44M +$7.44M +30,907 New
OPS
391
Orion Portfolio Solutions
Nebraska
$7.41M +$61.7K +258 +0.8%
BCI
392
Brinker Capital Investments
Pennsylvania
$7.41M +$61.7K +258 +0.8%
BCM
393
Barometer Capital Management
Ontario, Canada
$7.35M +$7.35M +30,532 New
SYBT
394
Stock Yards Bank & Trust
Kentucky
$7.31M -$865K -3,593 -11%
AGAM
395
Avalon Global Asset Management
California
$7.23M -$1.2M -5,000 -14%
WAM
396
Winslow Asset Management
Ohio
$7.22M +$24.1K +100 +0.3%
PAG
397
Private Advisor Group
New Jersey
$7.2M +$1.22M +5,079 +20%
Thrivent Financial for Lutherans
398
Thrivent Financial for Lutherans
Minnesota
$7.18M -$1.11M -4,620 -13%
DJSG
399
D.J. St. Germain
Massachusetts
$7.15M +$4.56M +18,938 +176%
AFWM
400
AMJ Financial Wealth Management
Virginia
$7.14M -$142K -590 -2%