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 %
SMA
1026
Sage Mountain Advisors
Georgia
$780K +$25.5K +106 +3%
CP
1027
Covenant Partners
Tennessee
$773K
DCM
1028
Dimension Capital Management
Florida
$771K +$771K +3,203 New
NC
1029
Napatree Capital
Rhode Island
$771K +$771K +3,202 New
CRC
1030
Curi RMB Capital
Illinois
$769K +$17.8K +74 +2%
WIA
1031
Wetzel Investment Advisors
Indiana
$768K +$768K +3,188 New
WAP
1032
Wealthcare Advisory Partners
Pennsylvania
$768K +$428K +1,777 +126%
PAMG
1033
Patton Albertson Miller Group
Tennessee
$767K -$11.8K -49 -2%
GSB
1034
Greenfield Savings Bank
Massachusetts
$764K -$3.85K -16 -0.5%
WPC
1035
Waters Parkerson & Co
Louisiana
$763K
BC
1036
Bridgefront Capital
Texas
$759K -$1.45K -6 -0.2%
LWM
1037
Laidlaw Wealth Management
New York
$756K +$2.17K +9 +0.3%
MFA
1038
Mayflower Financial Advisors
Massachusetts
$756K +$56.4K +234 +8%
GIA
1039
Guyasuta Investment Advisors
Pennsylvania
$753K
LSA
1040
Lion Street Advisors
Texas
$752K -$555K -2,305 -42%
DI
1041
Diligent Investors
California
$747K -$53K -220 -7%
CA
1042
Carson Advisory
Georgia
$746K -$50.8K -211 -6%
PIM
1043
Penobscot Investment Management
Massachusetts
$745K +$27.7K +115 +4%
SFG
1044
SevenBridge Financial Group
Pennsylvania
$731K -$13.5K -56 -2%
PWM
1045
Palumbo Wealth Management
New York
$730K -$5.06K -21 -0.7%
CGL
1046
Clarius Group LLC
Washington
$730K -$62.9K -261 -8%
TF
1047
Tompkins Financial
New York
$730K
ADMI
1048
Albert D. Mason Inc
Massachusetts
$729K -$3.37K -14 -0.5%
V
1049
ViaWealth
Kansas
$727K
ST
1050
Sabal Trust
Florida
$724K +$724K +3,006 New