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Eaton
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Overview Fund Activity

1,167 hedge funds and large institutions have $31.3B invested in Eaton in 2019 Q4 according to their latest regulatory filings, with 170 funds opening new positions, 362 increasing their positions, 455 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,167
Holders Change
+92
Holders Change %
+8.56%
% of All Funds
23.05%
Holding in Top 10
18
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+125%
% of All Funds
0.36%
New
170
Increased
362
Reduced
455
Closed
59
Calls
$321M
Puts
$229M
Net Calls
+$92.2M
Net Calls Change
+$31.6M

Top Buyers

1
Citadel Advisors
Citadel Advisors
Florida
+$436M
2
FMI
Fiduciary Management Inc
Wisconsin
+$198M
3
UIM
USS Investment Management
United Kingdom
+$163M
4
Goldman Sachs
Goldman Sachs
New York
+$149M
5
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$105M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$490M
2
Lazard Asset Management
Lazard Asset Management
New York
-$287M
3
Boston Partners
Boston Partners
Massachusetts
-$264M
4
Allianz Asset Management
Allianz Asset Management
Germany
-$77.8M
5
DC
Davenport & Co
Virginia
-$63.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
KPW
1051
Kore Private Wealth
New York
$50K +$50K +532 New
AW
1052
Alpha Windward
Massachusetts
$49K -$1.69K -18 -3%
HWA
1053
Heritage Wealth Advisors
Virginia
$47.8K – – –
NSIM
1054
North Star Investment Management
Illinois
$47K – – –
ONST
1055
Old North State Trust
North Carolina
$47K – – –
KPCM
1056
Kings Point Capital Management
New York
$47K +$47K +500 New
CTB
1057
Country Trust Bank
Illinois
$46K – – –
TA
1058
TFG Advisers
Michigan
$45K +$45K +485 New
NIM
1059
NuWave Investment Management
New Jersey
$44K -$25K -262 -36%
SIAS
1060
Shine Investment Advisory Services
Colorado
$41K – – –
MPWT
1061
MassMutual Private Wealth & Trust
Connecticut
$39K +$28.9K +307 +284%
HCM
1062
Horrell Capital Management
Arkansas
$38K – – –
1IA
1063
1834 Investment Advisors
Wisconsin
$38K – – –
SFG
1064
Sowa Financial Group
Rhode Island
$38K +$38K +400 New
FHA
1065
Flagship Harbor Advisors
Massachusetts
$36K – – –
AIC
1066
Ameritas Investment Company
Nebraska
$36K +$28.3K +299 +369%
LAS
1067
Lloyd Advisory Services
Georgia
$36K +$36K +381 New
ADL
1068
Asset Dedication LLC
California
$35K +$1.65K +17 +5%
CHC
1069
City Holding Co
West Virginia
$33K -$18.9K -200 -36%
HIA
1070
Harbor Investment Advisory
Maryland
$33K +$33K +346 New
THWM
1071
Taylor Hoffman Wealth Management
Virginia
$32K – – –
IWP
1072
IAG Wealth Partners
Wisconsin
$31K +$31K +320 New
PFGIA
1073
Patriot Financial Group Insurance Agency
Massachusetts
$30K -$2.08K -22 -6%
SMFS
1074
Squar Milner Financial Services
California
$29K +$29K +311 New
AIM
1075
Arcadia Investment Management
Michigan
$28K – – –
41 42
43
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