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
26.45%
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 %
Janney Montgomery Scott
76
Janney Montgomery Scott
Pennsylvania
$109M +$23.2M +96,132 +27%
Wealth Enhancement Advisory Services
77
Wealth Enhancement Advisory Services
Minnesota
$106M +$1.09M +4,525 +1%
Principal Financial Group
78
Principal Financial Group
Iowa
$106M -$521K -2,164 -0.5%
State Board of Administration of Florida Retirement System
79
State Board of Administration of Florida Retirement System
Florida
$105M +$2.76M +11,460 +3%
Adage Capital Partners
80
Adage Capital Partners
Massachusetts
$102M -$48.1M -199,808 -32%
Victory Capital Management
81
Victory Capital Management
Texas
$99M -$8.18M -33,949 -8%
HSBC Holdings
82
HSBC Holdings
United Kingdom
$96.9M +$35.2M +146,056 +57%
HTC
83
Haverford Trust Company
Pennsylvania
$93.8M +$552K +2,291 +0.6%
FMI
84
Fiduciary Management Inc
Wisconsin
$93.5M -$5.42M -22,517 -5%
New York State Teachers Retirement System (NYSTRS)
85
New York State Teachers Retirement System (NYSTRS)
New York
$93.3M -$3.83M -15,902 -4%
Mitsubishi UFJ Asset Management
86
Mitsubishi UFJ Asset Management
Japan
$92.6M +$6.98M +29,962 +8%
Mariner
87
Mariner
Kansas
$92.1M +$2.38M +9,880 +3%
LPL Financial
88
LPL Financial
California
$90.4M +$5.93M +24,631 +7%
Federated Hermes
89
Federated Hermes
Pennsylvania
$88.3M -$11M -45,610 -11%
WJWM
90
Williams Jones Wealth Management
New York
$87.3M +$26.5M +109,861 +43%
SAM
91
Silvercrest Asset Management
New York
$87.3M +$2.24M +9,291 +3%
First Trust Advisors
92
First Trust Advisors
Illinois
$86.7M -$28.7M -119,366 -25%
HA
93
Homestead Advisers
Virginia
$82.7M +$169K +700 +0.2%
AM
94
AGF Management
Ontario, Canada
$82.3M -$4.11M -17,047 -5%
Mitsubishi UFJ Trust & Banking
95
Mitsubishi UFJ Trust & Banking
Japan
$82.2M -$624K -2,592 -0.8%
EIP
96
Epoch Investment Partners
New York
$79M -$3.97M -16,476 -5%
Schroder Investment Management Group
97
Schroder Investment Management Group
United Kingdom
$78.8M +$628K +2,607 +0.8%
Citigroup
98
Citigroup
New York
$78.3M -$4.95M -20,574 -6%
HighTower Advisors
99
HighTower Advisors
Illinois
$76M -$5.18M -21,547 -6%
Russell Investments Group
100
Russell Investments Group
United Kingdom
$75.7M -$2.22M -9,221 -3%