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
Name Holding Trade Value Shares
Change
Shares
Change %
JMFC
401
J.M. Forbes & Co
Massachusetts
$12.8M +$44.8K +135 +0.4%
NRS
402
Neville Rodie & Shaw
New York
$12.7M +$806K +2,428 +7%
BCWM
403
Bartlett & Co Wealth Management
Ohio
$12.7M -$302K -909 -2%
GIM
404
Generate Investment Management
New Zealand
$12.7M +$12.7M +38,202 New
PFS
405
Prospera Financial Services
Texas
$12.6M +$3.5M +10,538 +39%
SSB
406
Sandy Spring Bank
Maryland
$12.6M +$510K +1,536 +4%
RCM
407
RNC Capital Management
California
$12.6M -$16.6K -50 -0.1%
FMI
408
F/M Investments
District of Columbia
$12.6M +$865K +2,605 +7%
IC
409
IEQ Capital
California
$12.5M +$2.44M +7,340 +24%
Rafferty Asset Management
410
Rafferty Asset Management
New York
$12.5M +$1.08M +3,253 +9%
UCFA
411
United Capital Financial Advisors
Texas
$12.4M +$54.1K +163 +0.4%
MSU
412
Mizuho Securities USA
New York
$12.4M +$3.86M +11,641 +45%
EGM
413
Engineers Gate Manager
New York
$12.4M +$5.42M +16,324 +77%
DC
414
Davenport & Co
Virginia
$12.3M -$1.66K -5 -0%
EI
415
Ethic Inc
New York
$12.1M +$2.58M +7,761 +27%
EMPI
416
Elo Mutual Pension Insurance
Finland
$12.1M -$553K -1,666 -4%
Brown Advisory
417
Brown Advisory
Maryland
$12M +$109K +329 +0.9%
MYAM
418
Meiji Yasuda Asset Management
Japan
$11.9M +$73K +220 +0.6%
NAMM
419
NorthStar Asset Management (Massachusetts)
Massachusetts
$11.9M -$520K -1,567 -4%
IAA
420
Independent Advisor Alliance
North Carolina
$11.8M +$549K +1,653 +5%
LIP
421
Liontrust Investment Partners
United Kingdom
$11.3M -$5.3M -15,975 -32%
CIBC Private Wealth Group
422
CIBC Private Wealth Group
Georgia
$11.3M +$1.83M +5,314 +19%
TBA
423
Tower Bridge Advisors
Pennsylvania
$11.2M +$149K +450 +1%
OPERF
424
Oregon Public Employees Retirement Fund
Oregon
$11.2M -$67K -202 -0.6%
IMRF
425
Illinois Municipal Retirement Fund
Illinois
$11.1M +$1.36M +4,095 +14%