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 %
PI
826
PFG Investments
New York
$2.3M +$325K +1,035 +16%
CG
827
Caprock Group
Idaho
$2.29M +$102K +324 +5%
BONH
828
Bank of New Hampshire
New Hampshire
$2.29M +$33.2K +106 +1%
Cohen & Steers
829
Cohen & Steers
New York
$2.28M -$33.6K -107 -1%
DWA
830
Dorsey Wright & Associates
California
$2.27M +$57.7K +184 +3%
RFA
831
Resurgent Financial Advisors
Georgia
$2.26M -$161K -512 -7%
PTC
832
Private Trust Company
Ohio
$2.26M +$9.72K +31 +0.4%
BC
833
Burney Company
Virginia
$2.25M -$32.6K -104 -1%
CI
834
Cavalier Investments
Georgia
$2.24M +$2.24M +7,156 New
KCM
835
Kornitzer Capital Management
Kansas
$2.23M -$559K -1,784 -20%
PPWP
836
Premier Path Wealth Partners
New Jersey
$2.23M -$15.7K -50 -0.7%
IFWM
837
Institute for Wealth Management
Colorado
$2.23M -$2.51K -8 -0.1%
CPA
838
Court Place Advisors
Maryland
$2.21M +$141K +450 +7%
RSWM
839
Robertson Stephens Wealth Management
California
$2.2M +$197K +629 +10%
WA
840
Wealth Alliance
New York
$2.2M -$255K -813 -10%
OIA
841
OneDigital Investment Advisors
Kansas
$2.2M +$985K +3,141 +81%
LIP
842
Lighthouse Investment Partners
Florida
$2.19M +$2.19M +7,000 New
AA
843
Altman Advisors
Illinois
$2.19M -$25.1K -80 -1%
TW
844
TrinityPoint Wealth
Connecticut
$2.19M -$5.96K -19 -0.3%
Jones Financial Companies
845
Jones Financial Companies
Missouri
$2.18M +$1.71M +5,465 +370%
FCP
846
Fidelis Capital Partners
Florida
$2.18M -$74.7K -269 -3%
ECM
847
Evergreen Capital Management
Washington
$2.17M +$59.9K +191 +3%
BBI
848
Baxter Bros Inc
Connecticut
$2.17M -$6.27K -20 -0.3%
MRCM
849
M&R Capital Management
New Jersey
$2.15M +$20.7K +66 +1%
TAM
850
Tocqueville Asset Management
New York
$2.14M -$314K -1,000 -13%