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 %
SCA
626
St. Clair Advisors
Ohio
$4.29M
NB
627
Norinchukin Bank
Japan
$4.28M +$153K +487 +4%
PWA
628
Phoenix Wealth Advisors
North Carolina
$4.28M -$899K -2,867 -17%
SPC
629
Sigma Planning Corp
Michigan
$4.27M -$262K -835 -6%
WA
630
Wambolt & Associates
Colorado
$4.25M -$45K -144 -1%
RSC
631
Red Spruce Capital
Pennsylvania
$4.23M -$84.7K -270 -2%
MAS
632
Meeder Advisory Services
Ohio
$4.23M +$1.2M +3,828 +40%
CAG
633
Crestwood Advisors Group
Massachusetts
$4.22M +$17.6K +56 +0.4%
LNWWM
634
Laird Norton Wetherby Wealth Management
California
$4.21M -$104K -332 -2%
SC
635
Sagefield Capital
Texas
$4.19M +$3.11M +9,923 +289%
OQS
636
Occudo Quantitative Strategies
Florida
$4.19M +$2.84M +9,070 +212%
SC
637
Sawyer & Company
Massachusetts
$4.18M -$130K -416 -3%
SCM
638
Summerhill Capital Management
Ontario, Canada
$4.18M -$114K -362 -3%
SCM
639
Shelton Capital Management
Colorado
$4.13M -$4.08M -13,000 -50%
PFM
640
Patton Fund Management
Texas
$4.13M -$803K -2,560 -16%
NHT
641
New Hampshire Trust
New Hampshire
$4.12M -$43K -137 -1%
LFG
642
Larson Financial Group
Missouri
$4.11M +$217K +693 +6%
AWS
643
Atria Wealth Solutions
New York
$4.11M -$726K -2,317 -15%
BC
644
Bowman & Company
Wisconsin
$4.1M +$283K +901 +7%
BFG
645
Bleakley Financial Group
New Jersey
$4.09M -$1.05M -3,354 -20%
SW
646
Simplicity Wealth
New Jersey
$4.09M -$1.04M -3,309 -20%
WCM
647
Wunderlich Capital Managemnt
Tennessee
$4.08M -$77.4K -247 -2%
CCT
648
Capital City Trust
Florida
$4.05M -$271K -865 -6%
KRSITF
649
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$4.04M -$88.4K -282 -2%
AWM
650
Affinity Wealth Management
Delaware
$4.03M +$143K +457 +4%