1,338 hedge funds and large institutions have $47.5B invested in Eaton in 2021 Q3 according to their latest regulatory filings, with 123 funds opening new positions, 510 increasing their positions, 462 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,338
Holders Change
+34
Holders Change %
+2.61%
% of All Funds
23.5%
Holding in Top 10
20
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-9.09%
% of All Funds
0.35%
New
123
Increased
510
Reduced
462
Closed
72
Calls
$322M
Puts
$187M
Net Calls
+$135M
Net Calls Change
-$6.7M
Name Holding Trade Value Shares
Change
Shares
Change %
WA
776
Wealth Alliance
New York
$657K +$190K +1,274 +41%
WP
777
WealthShield Partners
North Carolina
$651K -$30.7K -206 -5%
CW
778
CreativeOne Wealth
Kansas
$644K +$127K +851 +25%
TWI
779
Thomas White International
Illinois
$642K
Fisher Asset Management
780
Fisher Asset Management
Washington
$636K -$176K -1,180 -22%
DI
781
Diligent Investors
California
$636K
SAM
782
Seelaus Asset Management
New Jersey
$636K +$2.24K +15 +0.4%
SS
783
Simplicity Solutions
Minnesota
$636K +$148K +990 +30%
CPC
784
Cookson Peirce & Co
Pennsylvania
$635K
ZF
785
Zhang Financial
Michigan
$634K
EWM
786
Empirical Wealth Management
Washington
$634K +$32.7K +219 +5%
DP
787
Dearborn Partners
Illinois
$632K
SIM
788
Stratos Investment Management
Ohio
$630K +$343K +2,297 +119%
FPS
789
Fieldpoint Private Securities
Connecticut
$629K -$4.48K -30 -0.7%
CCA
790
Checchi Capital Advisers
California
$628K +$9.56K +64 +2%
CT
791
Cambridge Trust
Massachusetts
$619K +$11K +74 +2%
MW
792
Marcum Wealth
Ohio
$618K +$62.9K +421 +11%
IPW
793
Inlet Private Wealth
Florida
$615K
SWA
794
SFMG Wealth Advisors
Texas
$614K -$57.8K -387 -9%
RCS
795
Retirement Capital Strategies
California
$612K
ESB
796
Essex Savings Bank
Connecticut
$612K +$91.5K +543 +18%
SAA
797
Southeast Asset Advisors
Georgia
$609K +$598 +4 +0.1%
SB
798
Sunflower Bank
Texas
$605K -$23.3K -156 -4%
JFGLC
799
Johnson Financial Group LLC (Colorado)
Colorado
$605K
JAM
800
Jupiter Asset Management
United Kingdom
$603K +$22.4K +150 +4%