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 %
TPCW
676
TD Private Client Wealth
New York
$2.37M -$358K -1,485 -13%
DT
677
Diversified Trust
Tennessee
$2.37M +$601K +2,496 +34%
JGCM
678
Joseph Group Capital Management
Ohio
$2.37M +$40K +166 +2%
BFEC
679
Benjamin F. Edwards & Company
Missouri
$2.34M +$337K +1,401 +17%
HI
680
Horizon Investments
North Carolina
$2.33M +$878K +3,644 +60%
CCG
681
Cypress Capital Group
Florida
$2.33M +$69.6K +289 +3%
HH
682
Hilltop Holdings
Texas
$2.32M -$410K -1,701 -15%
WWM
683
Western Wealth Management
Colorado
$2.31M -$11.1K -46 -0.5%
FMTCOCP
684
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$2.29M +$14.9K +62 +0.7%
AA
685
Apriem Advisors
California
$2.29M -$60.2K -250 -3%
MAS
686
Meeder Advisory Services
Ohio
$2.28M +$36.8K +153 +2%
CNBT
687
Canandaigua National Bank & Trust
New York
$2.28M -$45.8K -190 -2%
SFI
688
SPC Financial Inc
Maryland
$2.27M +$106K +439 +5%
SMC
689
Smith, Moore & Co
Missouri
$2.27M +$712K +2,958 +46%
WANY
690
Wealthspire Advisors (New York)
New York
$2.26M -$61.2K -254 -3%
MWM
691
MGB Wealth Management
Texas
$2.25M +$2.25M +9,361 New
IMCOOI
692
Investment Management Corp of Ontario (IMCO)
Canada
$2.25M +$2.25M +9,356 New
BIM
693
Baldwin Investment Management
Pennsylvania
$2.25M +$236K +980 +12%
WP
694
WealthShield Partners
North Carolina
$2.24M -$167K -692 -7%
LB
695
Legacy Bridge
Iowa
$2.24M -$70.8K -294 -3%
CIA
696
Cascade Investment Advisors
Oregon
$2.23M -$10.1K -42 -0.5%
LWP
697
LMG Wealth Partners
Louisiana
$2.22M +$40.2K +167 +2%
AMIM
698
Aull & Monroe Investment Management
Alabama
$2.22M -$16.4K -68 -0.7%
WA
699
Wealth Alliance
New York
$2.2M +$38.3K +159 +2%
SC
700
Savant Capital
Illinois
$2.18M +$182K +754 +9%