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 %
CIBC World Market
401
CIBC World Market
Ontario, Canada
$7.14M +$6.15M +25,521 +621%
SFA
402
Sequoia Financial Advisors
Ohio
$7.1M +$2.55M +10,572 +56%
AssetMark Inc
403
AssetMark Inc
California
$7.08M +$1.47M +6,089 +26%
EA
404
Ellsworth Advisors
Ohio
$7.01M -$1.45K -6 -0%
CNBTD
405
Citizens National Bank Trust Department
Mississippi
$6.86M -$73.5K -305 -1%
PCTC
406
Perkins Coie Trust Company
Washington
$6.86M -$90.8K -377 -1%
RWA
407
River Wealth Advisors
Pennsylvania
$6.82M +$54.9K +228 +0.8%
JWM
408
Jackson Wealth Management
Florida
$6.8M -$145K -604 -2%
RCW
409
Rheos Capital Works
Japan
$6.74M
IEFM
410
IQ EQ Fund Management
Ireland
$6.69M +$5.25M +21,803 +364%
GAM
411
Gotham Asset Management
New York
$6.67M -$554K -2,302 -8%
AWM
412
Avitas Wealth Management
California
$6.66M +$238K +988 +4%
JIR
413
James Investment Research
Ohio
$6.64M -$36.1K -150 -0.5%
AUB
414
Atlantic Union Bankshares
Virginia
$6.62M -$547K -2,271 -8%
HFS
415
Hantz Financial Services
Michigan
$6.61M +$34.4K +143 +0.5%
AAS
416
Annex Advisory Services
Wisconsin
$6.6M +$64.8K +269 +1%
ASN
417
Advisory Services Network
Georgia
$6.58M -$484K -2,010 -7%
EI
418
Ethic Inc
New York
$6.54M -$37.3K -155 -0.6%
CCIA
419
Campbell & Co Investment Adviser
Maryland
$6.49M +$6.49M +26,946 New
HIMCH
420
Hartford Investment Management Co (HIMCO)
Connecticut
$6.48M -$67.2K -279 -1%
HC
421
Hendley & Co
Ohio
$6.47M -$321K -1,335 -5%
CCB
422
Country Club Bank
Missouri
$6.43M -$126K -522 -2%
MWA
423
Meridian Wealth Advisors
Texas
$6.4M +$37.8K +157 +0.6%
CFG
424
Cambridge Financial Group
Ohio
$6.34M +$6.34M +26,318 New
SCM
425
Shelton Capital Management
Colorado
$6.33M +$2.66M +11,053 +73%