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 %
HW
1076
Hancock Whitney
Mississippi
$676K -$482 -2 -0.1%
MNBTD
1077
Moody National Bank Trust Division
Texas
$674K -$924K -3,835 -58%
LW
1078
Linscomb Wealth
Texas
$672K +$4.09K +17 +0.6%
PNC
1079
Park National Corp
Ohio
$671K +$35.2K +146 +6%
FMLI
1080
Fukoku Mutual Life Insurance
Japan
$668K +$273K +1,134 +69%
PPP
1081
Private Portfolio Partners
New Jersey
$666K -$5.3K -22 -0.8%
MA
1082
Mutual Advisors
Nebraska
$665K +$96.8K +402 +17%
OCM
1083
Orion Capital Management
California
$663K
LC
1084
Lindbrook Capital
California
$661K +$95.6K +397 +17%
Luther King Capital Management (LKCM)
1085
Luther King Capital Management (LKCM)
Texas
$659K
BCA
1086
Bay Colony Advisors
Massachusetts
$659K -$9.87K -41 -1%
AIA
1087
Angeles Investment Advisors
California
$658K +$3.85K +16 +0.6%
MIS
1088
Morningstar Investment Services
Illinois
$657K +$390K +1,622 +146%
CI
1089
CX Institutional
Indiana
$657K -$13.5K -56 -2%
GVAG
1090
Great Valley Advisor Group
Delaware
$653K -$46.7K -194 -7%
GW
1091
GW & Wade
Massachusetts
$650K -$24.3K -101 -4%
JWM
1092
Janiczek Wealth Management
Colorado
$645K -$5.06K -21 -0.8%
MFGM
1093
Marshall Financial Group (Maryland)
Maryland
$642K
CI
1094
Conning Inc
Connecticut
$641K -$2.03M -8,415 -76%
BJL
1095
Brighton Jones LLC
Washington
$640K -$241 -1 -0%
BTW
1096
Boston Trust Walden
Massachusetts
$639K -$48.2K -200 -7%
BWL
1097
Bogart Wealth LLC
Virginia
$639K
CPSC
1098
Carl P. Sherr & Co
Massachusetts
$638K +$6.26K +26 +1%
SIC
1099
Sterling Investment Counsel
New York
$636K +$84.5K +351 +15%
OC
1100
Oakworth Capital
Alabama
$636K +$287K +1,190 +82%