1,304 hedge funds and large institutions have $47.5B invested in Eaton in 2021 Q2 according to their latest regulatory filings, with 121 funds opening new positions, 494 increasing their positions, 460 reducing their positions, and 100 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,304
Holders Change
+5
Holders Change %
+0.38%
% of All Funds
22.77%
Holding in Top 10
22
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+22.22%
% of All Funds
0.38%
New
121
Increased
494
Reduced
460
Closed
100
Calls
$311M
Puts
$169M
Net Calls
+$142M
Net Calls Change
-$21.5M
Name Holding Trade Value Shares
Change
Shares
Change %
DA
801
Dillon & Associates
Michigan
$539K
OPOWM
802
One Plus One Wealth Management
Florida
$537K
HIM
803
Hotaling Investment Management
Pennsylvania
$537K +$5.19K +35 +1%
AssetMark Inc
804
AssetMark Inc
California
$537K +$17K +115 +3%
CPO
805
Cerity Partners OCIO
New York
$534K -$24.3K -164 -4%
Carson Wealth (CWM LLC)
806
Carson Wealth (CWM LLC)
Nebraska
$534K
KF
807
Krilogy Financial
Missouri
$531K -$107K -720 -17%
NFG
808
Next Financial Group
Texas
$530K -$258K -1,738 -33%
GDP
809
Great Diamond Partners
Maine
$530K -$888 -6 -0.2%
CIA
810
Citadel Investment Advisory
Ohio
$527K
BAM
811
Belpointe Asset Management
Nevada
$527K +$73.7K +497 +16%
RE
812
RBC Europe
United Kingdom
$525K +$250K +1,690 +91%
AWP
813
Abacus Wealth Partners
California
$524K -$4.45K -30 -0.8%
RSWM
814
Robertson Stephens Wealth Management
California
$522K -$1.19K -8 -0.2%
BAIA
815
Bel Air Investment Advisors
California
$521K +$521K +3,513 New
BWA
816
BDO Wealth Advisors
Florida
$519K +$12.4K +84 +2%
VCA
817
Verdence Capital Advisors
Maryland
$519K +$44.3K +299 +9%
CFFP
818
Center for Financial Planning
Michigan
$515K
MIC
819
Means Investment Company
Maine
$515K +$1.93K +13 +0.4%
CW
820
CreativeOne Wealth
Kansas
$513K +$64.6K +436 +14%
FFN
821
Focus Financial Network
Minnesota
$505K +$267K +1,800 +112%
QIM
822
Quantitative Investment Management
Virginia
$502K +$150K +1,014 +43%
GJIC
823
Gamble Jones Investment Counsel
California
$500K
RTC
824
Riverview Trust Company
Washington
$499K
MNBTD
825
Moody National Bank Trust Division
Texas
$499K +$14.1K +95 +3%