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 %
PWA
501
Phoenix Wealth Advisors
North Carolina
$4.5M -$204K -856 -4%
MPA
502
Marvin & Palmer Associates
Delaware
$4.43M -$4.68M -19,426 -51%
AWM
503
Apollon Wealth Management
South Carolina
$4.43M +$501K +2,079 +13%
WFMPM
504
Woodley Farra Manion Portfolio Management
Indiana
$4.43M -$81.6K -339 -2%
FNT
505
First National Trust
Pennsylvania
$4.42M -$166K -688 -4%
CGH
506
Crossmark Global Holdings
Texas
$4.42M -$222K -920 -5%
SP
507
Stonebrook Private
Michigan
$4.4M +$4.4M +18,267 New
SEM
508
Suncoast Equity Management
Florida
$4.39M +$975K +4,049 +29%
HCM
509
Howland Capital Management
Massachusetts
$4.38M -$126K -524 -3%
CNFG
510
Creegan & Nassoura Financial Group
New Hampshire
$4.38M -$47K -195 -1%
ATC
511
Argent Trust Co
Tennessee
$4.36M
EWA
512
EP Wealth Advisors
California
$4.34M +$179K +744 +4%
CIA
513
Concurrent Investment Advisors
Florida
$4.34M +$4.34M +18,019 New
CIG
514
Consolidated Investment Group
Colorado
$4.31M
PFM
515
Patton Fund Management
Texas
$4.3M -$13K -54 -0.3%
KIA
516
KCM Investment Advisors
California
$4.26M -$59.7K -248 -1%
H
517
HoyleCohen
California
$4.25M +$133K +551 +3%
CFCI
518
Comprehensive Financial Consultants Institutional
Indiana
$4.23M +$58.5K +243 +1%
FIM
519
Fruth Investment Management
Texas
$4.23M
RSC
520
Red Spruce Capital
Pennsylvania
$4.22M +$10.8K +45 +0.3%
GT
521
Greenleaf Trust
Michigan
$4.21M +$94.4K +392 +2%
AA
522
ALPS Advisors
Colorado
$4.19M +$21K +87 +0.5%
LFP
523
Leeward Financial Partners
Washington
$4.19M -$22.2K -92 -0.5%
RPCONE
524
Retirement Planning Company of New England
Rhode Island
$4.19M +$166K +690 +4%
EP
525
Edgestream Partners
New Jersey
$4.18M +$4.18M +17,353 New