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 %
CFSG
476
Community Financial Services Group
Vermont
$8.26M +$159K +480 +2%
BCM
477
BTC Capital Management
Iowa
$8.25M +$8.25M +24,886 New
HFS
478
Hantz Financial Services
Michigan
$8.24M -$29.2K -88 -0.4%
SCP
479
Shorepoint Capital Partners
Massachusetts
$8.23M -$82.2K -248 -1%
MFG
480
Merit Financial Group
Georgia
$8.22M +$1.66M +5,020 +25%
LCM
481
Logan Capital Management
Pennsylvania
$8.21M +$3.57M +10,764 +77%
HCMT
482
Highland Capital Management (Tennessee)
Tennessee
$8.19M -$335K -1,010 -4%
ATPW
483
Ashton Thomas Private Wealth
Arizona
$8.18M +$173K +523 +2%
HH
484
Hilltop Holdings
Texas
$8.16M +$4.55M +13,725 +126%
BPWM
485
Badgley Phelps Wealth Managers
Washington
$7.98M +$1.48M +4,469 +23%
CPC
486
Consolidated Planning Corp
Georgia
$7.93M +$153K +463 +2%
SAM
487
Synergy Asset Management
Washington
$7.84M +$7.84M +23,645 New
MADR
488
Milestones Administradora de Recursos
Brazil
$7.8M +$5.94M +17,920 +319%
ISB
489
Iowa State Bank
Iowa
$7.8M +$69.3K +209 +0.9%
BWAM
490
Boyd Watterson Asset Management
Ohio
$7.78M -$24.9K -75 -0.3%
DIA
491
Dana Investment Advisors
Wisconsin
$7.72M -$58K -175 -0.7%
BWG
492
Berry Wealth Group
Texas
$7.66M -$971K -2,931 -11%
CT
493
Colonial Trust
South Carolina
$7.66M +$32.2K +97 +0.4%
MSRPS
494
Maryland State Retirement & Pension System
Maryland
$7.63M -$2.73M -8,243 -26%
IIM
495
INTECH Investment Management
Florida
$7.61M -$2.66M -8,013 -26%
BFS
496
Bradley Foster & Sargent
Connecticut
$7.58M +$2.05M +6,179 +37%
SL
497
Summitry LLC
California
$7.53M +$25.2K +76 +0.3%
LFAS
498
Level Four Advisory Services
Texas
$7.53M +$8.62K +26 +0.1%
MPWT
499
MassMutual Private Wealth & Trust
Connecticut
$7.52M +$334K +1,007 +5%
MWS
500
Maxwell Wealth Strategies
California
$7.45M +$2.55M +7,545 +52%