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 %
CA
951
Continuum Advisory
Idaho
$982K +$177K +735 +22%
OIA
952
OneDigital Investment Advisors
Kansas
$975K +$168K +698 +21%
TCM
953
Twin Capital Management
Pennsylvania
$975K -$56.8K -236 -6%
FTC
954
Farmers Trust Company
Ohio
$973K -$48.2K -200 -5%
CCA
955
Cobblestone Capital Advisors
New York
$973K -$6.74K -28 -0.7%
RA
956
RFG Advisory
Alabama
$968K -$163K -677 -14%
BIG
957
Brooklyn Investment Group
New York
$965K +$965K +4,006 New
RCS
958
Retirement Capital Strategies
California
$962K
IIM
959
InTrack Investment Management
Vermont
$961K +$459K +1,906 +91%
DP
960
Dearborn Partners
Illinois
$960K -$1.93K -8 -0.2%
BP
961
Ballentine Partners
Massachusetts
$959K +$33K +137 +4%
TPI
962
Trust Point Inc
Wisconsin
$957K +$957K +3,975 New
FBB
963
Fulton Breakefield Broenniman
Maryland
$957K +$8.43K +35 +0.9%
ARG
964
Advisory Resource Group
Oklahoma
$951K -$35.2K -146 -4%
SCM
965
Stevens Capital Management
Pennsylvania
$947K +$947K +3,933 New
CIA
966
Choate Investment Advisors
Massachusetts
$940K +$90.8K +377 +11%
ESB
967
Essex Savings Bank
Connecticut
$940K +$83.6K +347 +10%
SB
968
Strategic Blueprint
Georgia
$938K +$242K +1,005 +35%
HSA
969
HBK Sorce Advisory
Pennsylvania
$937K +$329K +1,365 +54%
RTC
970
Riverview Trust Company
Washington
$935K
QI
971
Qtron Investments
Massachusetts
$935K +$389K +1,616 +71%
CL
972
Choreo LLC
Illinois
$933K +$456K +1,893 +96%
CFP
973
Catalyst Financial Partners
Massachusetts
$919K +$19.5K +81 +2%
DA
974
Dillon & Associates
Michigan
$918K +$13.3K +55 +1%
EIG
975
Ellenbecker Investment Group
Wisconsin
$915K