2,105 hedge funds and large institutions have $105B invested in Eaton in 2024 Q3 according to their latest regulatory filings, with 199 funds opening new positions, 857 increasing their positions, 733 reducing their positions, and 122 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,105
Holders Change
+48
Holders Change %
+2.33%
% of All Funds
30.45%
Holding in Top 10
69
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+7.81%
% of All Funds
1%
New
199
Increased
857
Reduced
733
Closed
122
Calls
$1.18B
Puts
$820M
Net Calls
+$361M
Net Calls Change
-$120M
Name Holding Trade Value Shares
Change
Shares
Change %
EWA
426
EP Wealth Advisors
California
$9.97M +$3.41M +10,295 +52%
MGWM
427
Marks Group Wealth Management
Minnesota
$9.91M +$1.02M +3,070 +11%
RWA
428
River Wealth Advisors
Pennsylvania
$9.88M +$75.9K +229 +0.8%
CAM
429
Carret Asset Management
New York
$9.86M +$91.1K +275 +0.9%
TI
430
Tidal Investments
Wisconsin
$9.85M +$4M +12,069 +68%
FCH
431
Freestone Capital Holdings
Washington
$9.83M +$881K +2,657 +10%
Pacer Advisors
432
Pacer Advisors
Pennsylvania
$9.78M -$1.12M -3,385 -10%
WAM
433
Winslow Asset Management
Ohio
$9.77M +$51K +154 +0.5%
FA
434
Fiduciary Alliance
South Carolina
$9.76M -$434K -1,308 -4%
IMRF
435
Illinois Municipal Retirement Fund
Illinois
$9.74M +$1.37M +4,148 +16%
HPIA
436
Hamilton Point Investment Advisors
North Carolina
$9.73M -$57.7K -174 -0.6%
SA
437
SpiderRock Advisors
Delaware
$9.73M +$3.23M +9,734 +50%
AUB
438
Atlantic Union Bankshares
Virginia
$9.69M -$182K -548 -2%
BFG
439
Beacon Financial Group
Texas
$9.52M -$355K -1,071 -4%
AWM
440
Avitas Wealth Management
California
$9.47M +$135K +406 +1%
TC
441
Taika Capital
Florida
$9.37M +$6.8M +20,524 +265%
Wellington Management Group
442
Wellington Management Group
Massachusetts
$9.3M +$3.97M +11,992 +75%
Two Sigma Investments
443
Two Sigma Investments
New York
$9.27M -$89.2M -269,243 -91%
JWM
444
Jackson Wealth Management
Florida
$9.21M +$3.91M +11,794 +74%
KRS
445
Kentucky Retirement Systems
Kentucky
$9.19M -$793K -2,393 -8%
DF
446
DNCA Finance
France
$9.19M -$540K -1,630 -6%
MWA
447
Meridian Wealth Advisors
Texas
$9.18M -$159K -479 -2%
SWP
448
Stratos Wealth Partners
Ohio
$9.14M +$328K +990 +4%
CNBTD
449
Citizens National Bank Trust Department
Mississippi
$9.11M -$94.5K -285 -1%
ACM
450
Altrius Capital Management
North Carolina
$9.11M +$301K +907 +3%