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 %
MWM
926
MorganRosel Wealth Management
Colorado
$1.05M -$18.1K -75 -2%
RAM
927
Ramirez Asset Management
New York
$1.05M
PS
928
Principal Securities
Iowa
$1.04M +$1.04M +4,333 New
FFA
929
Farther Finance Advisors
California
$1.04M +$776K +3,223 +294%
MWM
930
Mission Wealth Management
California
$1.04M +$88.1K +366 +9%
LWA
931
Lantern Wealth Advisors
New York
$1.04M +$1.04M +4,300 New
AC
932
AlphaCore Capital
California
$1.03M -$241 -1 -0%
CI
933
Cigna Investments
Connecticut
$1.03M +$241 +1 +0%
WPA
934
West Paces Advisors
Georgia
$1.03M +$26K +108 +3%
OF
935
Outfitter Financial
Maine
$1.02M
GBT
936
Grove Bank & Trust
Florida
$1.02M -$42.9K -178 -4%
WPC
937
Wedmont Private Capital
Pennsylvania
$1.02M +$132K +551 +15%
DGAM
938
Desjardins Global Asset Management
Quebec, Canada
$1.01M -$406K -1,684 -29%
OFS
939
Oldfather Financial Services
Nebraska
$1.01M -$2.65K -11 -0.3%
STCG
940
Speece Thorson Capital Group
Minnesota
$1.01M -$7.74M -32,120 -88%
FFM
941
Forum Financial Management
Illinois
$1.01M -$123K -509 -11%
RB
942
Renasant Bank
Mississippi
$1.01M +$37.8K +157 +4%
NP
943
NorthRock Partners
Minnesota
$1M +$543K +2,256 +118%
LSPW
944
Lake Street Private Wealth
Illinois
$1M +$537K +2,231 +115%
WAM
945
Weiss Asset Management
Massachusetts
$1M +$1M +4,156 New
9WM
946
9258 Wealth Management
Ohio
$1M +$6.98K +29 +0.7%
TC
947
Telemus Capital
Michigan
$990K +$10.1K +42 +1%
DIM
948
Delta Investment Management
California
$988K +$16.1K +67 +2%
PFC
949
Phocas Financial Corp
California
$985K -$389K -1,615 -28%
PCM
950
Penserra Capital Management
California
$984K -$94.1K -392 -9%