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 %
HCMT
426
Highland Capital Management (Tennessee)
Tennessee
$6.32M +$45.8K +190 +0.7%
BWG
427
Berry Wealth Group
Texas
$6.24M +$6.24M +25,922 New
SSWM
428
Smith Salley Wealth Management
North Carolina
$6.2M -$110K -455 -2%
NA
429
Navellier & Associates
Nevada
$6.18M +$225K +936 +4%
MYLI
430
Meiji Yasuda Life Insurance
Japan
$6.18M +$942K +3,910 +18%
SSB
431
Sandy Spring Bank
Maryland
$6.15M +$792K +3,290 +15%
RG
432
Rathbones Group
United Kingdom
$6.13M -$165K -685 -3%
SAM
433
Securian Asset Management
Minnesota
$6.09M -$803K -3,333 -12%
WC
434
Westhampton Capital
North Carolina
$6.03M -$196K -815 -3%
SSA
435
Schonfeld Strategic Advisors
New York
$6.03M +$2.96M +12,286 +96%
AOWM
436
Alpha Omega Wealth Management
Virginia
$6.02M -$112K -463 -2%
CA
437
Clearstead Advisors
Ohio
$6.02M -$6.5M -27,001 -52%
NRS
438
Neville Rodie & Shaw
New York
$6.01M +$293K +1,215 +5%
NW
439
NewEdge Wealth
Pennsylvania
$6.01M +$337K +1,399 +6%
BHA
440
Beech Hill Advisors
New York
$6.01M -$464K -1,927 -7%
DC
441
Davenport & Co
Virginia
$5.97M +$215K +891 +4%
RCIM
442
Red Cedar Investment Management
Michigan
$5.96M +$730K +3,033 +14%
CPC
443
Consolidated Planning Corp
Georgia
$5.96M +$63.8K +265 +1%
PCIA
444
Prime Capital Investment Advisors
Kansas
$5.94M +$2.61M +10,847 +78%
BWAM
445
Boyd Watterson Asset Management
Ohio
$5.89M -$15.2K -63 -0.3%
SC
446
Scotia Capital
Ontario, Canada
$5.87M +$3.95M +16,417 +206%
FCH
447
Freestone Capital Holdings
Washington
$5.83M +$1.92M +7,962 +49%
LSERS
448
Louisiana State Employees Retirement System
Louisiana
$5.8M -$144K -600 -2%
RBA
449
Richard Bernstein Advisors
New York
$5.79M -$1.06M -4,389 -15%
CT
450
Colonial Trust
South Carolina
$5.79M +$477K +1,982 +9%