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 %
ACM
1101
Allred Capital Management
Texas
$635K -$60.2K -250 -9%
PP
1102
Patron Partners
Texas
$633K +$17.1K +71 +3%
PK
1103
Pflug Koory
Nebraska
$625K -$11.6K -48 -2%
TPA
1104
Trivium Point Advisory
Connecticut
$620K
WMA
1105
Wealth Management Associates
New Jersey
$619K +$335K +1,391 +118%
SC
1106
SouthState Corp
Florida
$617K -$21K -87 -3%
BWS
1107
Buck Wealth Strategies
Colorado
$616K -$30.1K -125 -5%
TSWM
1108
Tyler-Stone Wealth Management
Ohio
$616K +$722 +3 +0.1%
MCM
1109
Mengis Capital Management
Oregon
$613K
AHL
1110
Abel Hall LLC
Louisiana
$612K +$612K +2,542 New
EFS
1111
Essex Financial Services
Connecticut
$610K -$135K -562 -18%
IBOK
1112
Independence Bank of Kentucky
Kentucky
$610K +$317K +1,317 +108%
WEG
1113
World Equity Group
Illinois
$609K +$34K +141 +6%
NFG
1114
Nations Financial Group
Iowa
$607K +$27.2K +113 +5%
NGA
1115
Naples Global Advisors
Florida
$607K -$7.71K -32 -1%
PTC
1116
Philadelphia Trust Company
Pennsylvania
$604K -$116K -482 -16%
WI
1117
Wintrust Investments
Illinois
$604K -$3.37K -14 -0.6%
CPIA
1118
Cornell Pochily Investment Advisors
New York
$603K +$603K +2,505 New
JFGIW
1119
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$603K +$528K +2,191 +702%
WDL
1120
Well Done LLC
Michigan
$602K -$29.4K -122 -5%
FAIM
1121
Financial Advocates Investment Management
Washington
$602K +$10.8K +45 +2%
WPW
1122
Waldron Private Wealth
Pennsylvania
$600K +$273K +1,135 +84%
BPWM
1123
Badgley Phelps Wealth Managers
Washington
$597K -$4.34K -18 -0.7%
BDFN
1124
Bond & Devick Financial Network
Minnesota
$595K +$722 +3 +0.1%
WF
1125
Welch & Forbes
Massachusetts
$592K