2,057 hedge funds and large institutions have $103B invested in Eaton in 2024 Q2 according to their latest regulatory filings, with 190 funds opening new positions, 766 increasing their positions, 794 reducing their positions, and 93 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,057
Holders Change
+70
Holders Change %
+3.52%
% of All Funds
29.92%
Holding in Top 10
64
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-9.86%
% of All Funds
0.93%
New
190
Increased
766
Reduced
794
Closed
93
Calls
$1.19B
Puts
$709M
Net Calls
+$481M
Net Calls Change
-$407M
Name Holding Trade Value Shares
Change
Shares
Change %
JCM
501
Jag Capital Management
Missouri
$7.04M +$7.04M +22,455 New
KWM
502
Kingsview Wealth Management
Oregon
$7.04M +$588K +1,875 +9%
RCIM
503
Red Cedar Investment Management
Michigan
$7M -$2.28M -7,286 -25%
CIA
504
Concurrent Investment Advisors
Florida
$6.96M +$1.26M +4,012 +22%
SCM
505
Spring Capital Management
Texas
$6.91M +$550K +2,737 +9%
LSAG
506
Lake Street Advisors Group
New Hampshire
$6.9M +$104K +332 +2%
PP
507
Prudential plc
United Kingdom
$6.84M +$5.12M +16,326 +298%
MPWT
508
MassMutual Private Wealth & Trust
Connecticut
$6.8M -$336K -1,071 -5%
First Manhattan
509
First Manhattan
New York
$6.74M -$218K -695 -3%
TNBTD
510
Trustmark National Bank Trust Department
Mississippi
$6.69M -$33.6K -107 -0.5%
SP
511
Stonebrook Private
Michigan
$6.62M +$460K +1,468 +7%
RIM
512
Reliant Investment Management
Tennessee
$6.52M -$28.8K -92 -0.4%
SAM
513
Strategy Asset Managers
California
$6.5M +$2.64M +13,145 +69%
PGAM
514
Princeton Global Asset Management
New Jersey
$6.35M +$621K +1,980 +11%
NMERB
515
New Mexico Educational Retirement Board
New Mexico
$6.32M
DWP
516
Daymark Wealth Partners
Ohio
$6.31M -$101K -323 -2%
HFM
517
Hartford Financial Management
Connecticut
$6.27M
UE
518
Unisphere Establishment
Liechtenstein
$6.27M +$6.27M +20,000 New
NWM
519
Northwest Wealth Management
Iowa
$6.27M -$56.1K -179 -0.9%
LFP
520
Leeward Financial Partners
Washington
$6.27M +$500K +1,594 +9%
AOWM
521
Alpha Omega Wealth Management
Virginia
$6.27M -$570K -1,818 -8%
CCS
522
Concentric Capital Strategies
Connecticut
$6.26M +$1.86M +5,934 +42%
FT
523
Fiduciary Trust
Massachusetts
$6.25M -$5.33K -17 -0.1%
EWA
524
EP Wealth Advisors
California
$6.2M +$300K +957 +5%
MFG
525
Merit Financial Group
Georgia
$6.2M +$315K +1,005 +5%