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 %
RCAG
1001
Rehmann Capital Advisory Group
Michigan
$840K +$17.8K +74 +2%
HBT
1002
Heartland Bank & Trust
Illinois
$838K -$51.5K -214 -6%
SVWAG
1003
Sound View Wealth Advisors Group
Georgia
$838K -$42.4K -176 -5%
DC
1004
Diametric Capital
Massachusetts
$837K -$36.6K -152 -4%
CCWM
1005
Correct Capital Wealth Management
Missouri
$833K +$833K +3,461 New
CIA
1006
Citadel Investment Advisory
Ohio
$833K
SA
1007
SRN Advisors
Pennsylvania
$829K +$829K +3,443 New
NCM
1008
NCM Capital Management
New Jersey
$828K
LCGC
1009
Legacy Capital Group California
California
$824K +$722 +3 +0.1%
AWP
1010
Abacus Wealth Partners
California
$823K -$33.2K -138 -4%
NL
1011
NKCFO LLC
Illinois
$819K +$410K +1,700 +100%
FIM
1012
FWL Investment Management
Texas
$818K +$818K +3,398 New
PI
1013
PGGM Investments
Netherlands
$818K -$756K -3,139 -48%
PMSA
1014
Patrick M. Sweeney & Associates
Illinois
$814K +$814K +3,380 New
FA
1015
Faithward Advisors
Pennsylvania
$813K +$113K +419 +16%
OIA
1016
Optimum Investment Advisors
Illinois
$813K -$415K -1,725 -34%
BIA
1017
Bigelow Investment Advisors
Maine
$810K -$191K -795 -19%
NL
1018
NWAM LLC
Washington
$808K -$75.4K -313 -9%
MIC
1019
Means Investment Company
Maine
$805K -$64.5K -268 -7%
EFSCE
1020
Enterprise Financial Services Corp (EFSC)
Missouri
$804K -$47K -195 -6%
RIA
1021
Richwood Investment Advisors
Ohio
$801K -$7.23K -30 -0.9%
ITIM
1022
Indiana Trust & Investment Management
Indiana
$800K
FW
1023
FirstPurpose Wealth
Utah
$797K
AWM
1024
Axxcess Wealth Management
California
$784K +$74.4K +309 +10%
MA
1025
Montag & Associates
Georgia
$782K +$48.2K +200 +7%