1,987 hedge funds and large institutions have $103B invested in Eaton in 2024 Q1 according to their latest regulatory filings, with 280 funds opening new positions, 670 increasing their positions, 755 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,987
Holders Change
+183
Holders Change %
+10.14%
% of All Funds
28.8%
Holding in Top 10
71
Holding in Top 10 Change
+18
Holding in Top 10 Change %
+33.96%
% of All Funds
1.03%
New
280
Increased
670
Reduced
755
Closed
74
Calls
$1.59B
Puts
$706M
Net Calls
+$887M
Net Calls Change
+$446M
Name Holding Trade Value Shares
Change
Shares
Change %
PFS
501
Prospera Financial Services
Texas
$6.25M +$103K +328 +2%
MAM
502
Mystic Asset Management
Rhode Island
$6.24M +$123K +394 +2%
FT
503
Fiduciary Trust
Massachusetts
$6.23M +$1.12M +3,569 +22%
SP
504
Stonebrook Private
Michigan
$6.14M +$428K +1,369 +7%
AAS
505
Avantax Advisory Services
Texas
$6.1M +$1.76M +5,634 +41%
TRCT
506
Tower Research Capital (TRC)
New York
$6.05M -$9.44M -30,198 -61%
SCA
507
Stonebridge Capital Advisors
Minnesota
$6.04M -$171K -546 -3%
MFG
508
Merit Financial Group
Georgia
$6.02M +$3.91M +12,206 +186%
SAM
509
Strategy Asset Managers
California
$6M +$35K +112 +0.6%
FTWA
510
Fifth Third Wealth Advisors
Ohio
$5.95M +$1.77M +5,668 +42%
DWM
511
Dakota Wealth Management
Florida
$5.94M -$86K -275 -1%
H
512
HoyleCohen
California
$5.89M +$377K +1,207 +7%
SIC
513
Schwartz Investment Counsel
Michigan
$5.89M
EWA
514
EP Wealth Advisors
California
$5.89M +$250K +798 +4%
WCM
515
Windward Capital Management
California
$5.87M -$102K -326 -2%
LFP
516
Leeward Financial Partners
Washington
$5.75M +$316K +1,011 +6%
SW
517
StrongBox Wealth
Missouri
$5.74M -$376K -1,204 -6%
PCM
518
Pinnbrook Capital Management
New York
$5.73M -$13.9M -44,416 -71%
PGAM
519
Princeton Global Asset Management
New Jersey
$5.72M -$153K -490 -3%
ATC
520
Argent Trust Co
Tennessee
$5.71M +$47.2K +151 +0.8%
CIA
521
Concurrent Investment Advisors
Florida
$5.69M +$54.4K +174 +1%
SA
522
SpiderRock Advisors
Delaware
$5.66M +$5.66M +18,935 New
FNT
523
First National Trust
Pennsylvania
$5.64M -$106K -338 -2%
HCM
524
Howland Capital Management
Massachusetts
$5.61M -$79.4K -254 -1%
CIG
525
Consolidated Investment Group
Colorado
$5.6M