1,304 hedge funds and large institutions have $47.5B invested in Eaton in 2021 Q2 according to their latest regulatory filings, with 121 funds opening new positions, 494 increasing their positions, 460 reducing their positions, and 100 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,304
Holders Change
+5
Holders Change %
+0.38%
% of All Funds
22.77%
Holding in Top 10
22
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+22.22%
% of All Funds
0.38%
New
121
Increased
494
Reduced
460
Closed
100
Calls
$311M
Puts
$169M
Net Calls
+$142M
Net Calls Change
-$21.5M
Name Holding Trade Value Shares
Change
Shares
Change %
WP
1076
WealthSource Partners
California
$213K -$18.3K -124 -8%
HIA
1077
Harbor Investment Advisory
Maryland
$212K -$13.8K -93 -6%
RPWA
1078
Regent Peak Wealth Advisors
Georgia
$212K +$212K +1,339 New
WP
1079
WealthPLAN Partners
Nebraska
$211K +$211K +1,265 New
AAM
1080
Aureus Asset Management
Massachusetts
$211K +$211K +1,425 New
BFM
1081
Boston Financial Management
Massachusetts
$210K +$210K +1,414 New
IF
1082
Intrua Financial
Texas
$209K +$209K +1,250 New
ECG
1083
Edge Capital Group
Georgia
$209K +$209K +1,409 New
RHBC
1084
R.H. Bluestein & Co
Michigan
$209K +$209K +1,410 New
HWM
1085
HFR Wealth Management
New York
$208K +$208K +1,402 New
DDC
1086
DF Dent & Co
Maryland
$208K +$208K +1,405 New
APA
1087
Allegiant Private Advisors
Florida
$208K +$208K +1,405 New
BFPW
1088
BOK Financial Private Wealth
Colorado
$208K +$208K +1,407 New
IAMOG
1089
Investors Asset Management of Georgia
Georgia
$207K +$207K +1,400 New
CRWM
1090
Castle Rock Wealth Management
California
$206K +$206K +1,229 New
LCM
1091
Logan Capital Management
Pennsylvania
$205K
OC
1092
Oakworth Capital
Alabama
$205K +$42.2K +285 +26%
RPC
1093
Rossmore Private Capital
Connecticut
$203K +$203K +1,370 New
HHGA
1094
Halbert Hargrove Global Advisors
California
$203K +$203K +1,371 New
MIC
1095
Meridian Investment Counsel
California
$202K +$202K +1,365 New
CIP
1096
Convergence Investment Partners
Florida
$202K +$202K +1,365 New
QPWM
1097
Quadrant Private Wealth Management
Pennsylvania
$201K +$201K +1,357 New
WPP
1098
Whalerock Point Partners
Rhode Island
$200K +$200K +1,350 New
ERWM
1099
Elk River Wealth Management
Colorado
$200K +$200K +1,350 New
CFO
1100
CVA Family Office
Colorado
$194K +$26.7K +180 +16%