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 %
USCWA
576
U.S. Capital Wealth Advisors
Texas
$4.72M +$402K +1,285 +9%
BSW
577
Buckingham Strategic Wealth
Missouri
$4.69M +$92.9K +297 +2%
CWG
578
Cornerstone Wealth Group
North Carolina
$4.69M -$2.52M -8,056 -35%
TCOT
579
Trust Company of Toledo
Ohio
$4.69M +$116K +371 +3%
BRWA
580
B. Riley Wealth Advisors
Florida
$4.68M -$225K -1,057 -5%
Wellington Management Group
581
Wellington Management Group
Massachusetts
$4.67M +$88.2K +282 +2%
BDS
582
Banco de Sabadell
Florida
$4.6M -$314K -1,004 -6%
CA
583
Cornerstone Advisors
North Carolina
$4.6M
BFIM
584
Beese Fulmer Investment Management
Ohio
$4.58M +$1.31M +4,178 +40%
Carson Wealth (CWM LLC)
585
Carson Wealth (CWM LLC)
Nebraska
$4.56M +$643K +2,055 +16%
SWM
586
Spire Wealth Management
Virginia
$4.56M -$104K -333 -2%
OSNBOA
587
Old Second National Bank of Aurora
Illinois
$4.55M -$166K -531 -4%
BIP
588
Bouvel Investment Partners
Pennsylvania
$4.53M -$34.1K -109 -0.7%
SPC
589
Sigma Planning Corp
Michigan
$4.52M +$2.93M +9,376 +185%
PCMH
590
Polymer Capital Management (HK)
Hong Kong
$4.47M +$4.47M +14,287 New
PP
591
PDT Partners
New York
$4.45M +$756K +2,417 +20%
SSA
592
South Street Advisors
New York
$4.39M
CCS
593
Concentric Capital Strategies
Connecticut
$4.39M +$4.39M +14,024 New
MOS
594
MGO One Seven
Ohio
$4.36M +$694K +2,218 +19%
PGFC
595
Peapack-Gladstone Financial Corp
New Jersey
$4.34M +$172K +550 +4%
JC
596
JB Capital
Connecticut
$4.33M -$27.5K -88 -0.6%
FWP
597
FAS Wealth Partners
Kansas
$4.31M +$108K +347 +3%
CCT
598
Capital City Trust
Florida
$4.31M -$163K -522 -4%
RSC
599
Red Spruce Capital
Pennsylvania
$4.31M -$1.17M -3,753 -21%
SC
600
Sawyer & Company
Massachusetts
$4.3M -$104K -334 -2%