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 %
BAM
1051
Belpointe Asset Management
Nevada
$724K -$32.5K -135 -4%
MIM
1052
Morningstar Investment Management
Illinois
$723K +$14.2K +59 +2%
VEA
1053
Virtus ETF Advisers
New York
$720K +$720K +2,991 New
KCM
1054
KRS Capital Management
Michigan
$716K +$49.8K +207 +7%
ANBT
1055
American National Bank & Trust
Texas
$712K +$5.78K +24 +0.8%
CCG
1056
Cloverfields Capital Group
Minnesota
$711K +$711K +2,953 New
FWTB
1057
First Western Trust Bank
Colorado
$711K
EA
1058
Everpar Advisors
Oklahoma
$710K +$710K +2,948 New
AIM
1059
Aspen Investment Management
Michigan
$707K +$98.5K +409 +16%
UAML
1060
US Asset Management LLC
Pennsylvania
$705K +$705K +2,928 New
GWA
1061
Geometric Wealth Advisors
District of Columbia
$705K +$1.45K +6 +0.2%
GAM
1062
Gemmer Asset Management
California
$700K -$24.1K -100 -3%
SIM
1063
Stratos Investment Management
Ohio
$700K +$27K +112 +4%
MCA
1064
MSH Capital Advisors
Arizona
$698K +$164K +682 +31%
SIM
1065
SSI Investment Management
California
$695K +$347K +1,528 +100%
MCM
1066
Manchester Capital Management
Vermont
$691K +$13K +54 +2%
IIC
1067
Ironwood Investment Counsel
Arizona
$691K -$28.9K -120 -4%
1SB
1068
1ST Source Bank
Indiana
$690K -$18.3K -76 -3%
GD
1069
Grandfield & Dodd
New York
$687K
ZIM
1070
Zacks Investment Management
Illinois
$684K +$684K +2,842 New
OFS
1071
OneAscent Financial Services
Alabama
$681K +$417K +1,733 +158%
IA
1072
IFG Advisory
Georgia
$679K +$1.45K +6 +0.2%
BMCM
1073
Burns Matteson Capital Management
New York
$679K -$15.4K -64 -2%
HFBOT
1074
Home Federal Bank of Tennessee
Tennessee
$678K
WG
1075
Welch Group
Alabama
$676K +$58.8K +244 +10%