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 %
KA
901
Kintegral Advisory
New York
$1.12M -$7.23K -30 -0.6%
CIC
902
Crawford Investment Counsel
Georgia
$1.11M -$340K -1,412 -23%
FFS
903
Founders Financial Securities
Maryland
$1.11M +$42.1K +175 +4%
AWE
904
Avidian Wealth Enterprises
Texas
$1.1M +$77.3K +321 +8%
AT
905
Arden Trust
Delaware
$1.1M -$14.4K -60 -1%
PWA
906
Provenance Wealth Advisors
Florida
$1.1M -$79.7K -331 -7%
HWP
907
Highline Wealth Partners
California
$1.1M -$13.7K -57 -1%
IWA
908
IVC Wealth Advisors
Pennsylvania
$1.1M -$12.8K -53 -1%
MW
909
Marcum Wealth
Ohio
$1.09M -$49.6K -206 -4%
NFA
910
Northern Financial Advisors
Michigan
$1.09M -$6.26K -26 -0.6%
BCV
911
Banque Cantonale Vaudoise
Switzerland
$1.09M -$852K -3,536 -44%
EWM
912
Evermay Wealth Management
Virginia
$1.09M -$24.3K -101 -2%
CAM
913
Covenant Asset Management
New Jersey
$1.08M +$68.4K +284 +7%
KSWWM
914
Keyes Stange & Wooten Wealth Management
Florida
$1.08M +$1.08M +4,465 New
BWM
915
Buckley Wealth Management
Nevada
$1.07M +$1.07M +4,460 New
NB
916
Nicolet Bankshares
Wisconsin
$1.07M
CDH
917
Charles D. Hyman
$1.07M +$43.8K +182 +4%
ZF
918
Zhang Financial
Michigan
$1.07M -$722 -3 -0.1%
PWMAG
919
Pinnacle Wealth Management Advisory Group
New Jersey
$1.07M +$209K +869 +24%
FWIA
920
Fort Washington Investment Advisors
Ohio
$1.06M +$142K +589 +15%
ERIC
921
Eagle Rock Investment Company
Georgia
$1.06M -$120K -500 -10%
CFFP
922
Center for Financial Planning
Michigan
$1.06M +$5.54K +23 +0.5%
SI
923
Seeds Investor
New York
$1.06M +$1.06M +4,395 New
CGA
924
Crescent Grove Advisors
Illinois
$1.06M -$18.1K -75 -2%
BWM
925
Biltmore Wealth Management
Arizona
$1.05M