1,482 hedge funds and large institutions have $50.6B invested in Eaton in 2022 Q4 according to their latest regulatory filings, with 217 funds opening new positions, 543 increasing their positions, 500 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,482
Holders Change
+108
Holders Change %
+7.86%
% of All Funds
23.91%
Holding in Top 10
24
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+20%
% of All Funds
0.39%
New
217
Increased
543
Reduced
500
Closed
80
Calls
$529M
Puts
$264M
Net Calls
+$265M
Net Calls Change
+$16.3M
Name Holding Trade Value Shares
Change
Shares
Change %
DWP
1001
Daymark Wealth Partners
Ohio
$406K +$406K +2,586 New
CIM
1002
Contravisory Investment Management
Massachusetts
$401K +$91.7K +584 +30%
MCM
1003
Mengis Capital Management
Oregon
$399K
AIM
1004
Alhambra Investment Management
Florida
$398K -$23.5K -150 -6%
SCM
1005
Shelton Capital Management
Colorado
$397K -$171K -1,087 -30%
1SB
1006
1ST Source Bank
Indiana
$397K -$19.8K -126 -5%
IA
1007
IFP Advisors
Florida
$396K -$113K -1,425 -22%
NAS
1008
Nicolet Advisory Services
Wisconsin
$395K +$395K +2,409 New
GW
1009
GW & Wade
Massachusetts
$395K +$58.7K +374 +17%
BWM
1010
BerganKDV Wealth Management
Minnesota
$395K -$13.7K -87 -3%
TIA
1011
Traphagen Investment Advisors
New Jersey
$394K -$44.1K -281 -10%
LFA
1012
Legacy Financial Advisors
Kentucky
$390K +$390K +2,486 New
BBHC
1013
Brown Brothers Harriman & Co
New York
$390K -$25.4K -162 -6%
EWM
1014
Empirical Wealth Management
Washington
$390K +$628 +4 +0.2%
ACM
1015
AUA Capital Management
Pennsylvania
$390K +$1.1K +7 +0.3%
PNC
1016
Park National Corp
Ohio
$389K -$2.83K -18 -0.7%
WF
1017
Welch & Forbes
Massachusetts
$389K +$31.4K +200 +9%
ACM
1018
Alethea Capital Management
Washington
$385K
WI
1019
Wintrust Investments
Illinois
$384K +$42.6K +271 +12%
SC
1020
Steph & Co
Wisconsin
$383K +$21.5K +137 +6%
WW
1021
Westshore Wealth
California
$382K +$15.7K +100 +4%
NGA
1022
Naples Global Advisors
Florida
$382K
AG
1023
Appleton Group
Wisconsin
$381K
LC
1024
Lindbrook Capital
California
$380K +$142K +903 +59%
DGAM
1025
Desjardins Global Asset Management
Quebec, Canada
$380K -$319K -2,035 -46%