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 %
RFA
1126
Register Financial Advisors
Georgia
$592K +$123K +512 +26%
CAG
1127
Csenge Advisory Group
Florida
$585K -$13.7K -57 -2%
V
1128
VeraBank
Texas
$583K +$54.9K +228 +10%
CC
1129
Cipher Capital
New York
$583K +$583K +2,419 New
MCM
1130
Monument Capital Management
Virginia
$582K +$10.6K +44 +2%
TWM
1131
Tradition Wealth Management
Minnesota
$578K -$21.7K -90 -4%
HC
1132
Hourglass Capital
Texas
$578K
WI
1133
Wedgewood Investors
Pennsylvania
$578K
TFA
1134
Transamerica Financial Advisors
Florida
$577K +$501K +2,078 +660%
GWSG
1135
GPS Wealth Strategies Group
Colorado
$575K +$47.9K +199 +9%
CFMC
1136
Curbstone Financial Management Corp
New Hampshire
$575K -$12K -50 -2%
FPAS
1137
Focus Partners Advisor Solutions
Missouri
$570K +$1.93K +8 +0.3%
MWM
1138
Modera Wealth Management
New Jersey
$560K -$35.9K -149 -6%
OCG
1139
Opus Capital Group
Ohio
$559K -$3.13K -13 -0.6%
GLA
1140
Good Life Advisors
Pennsylvania
$556K -$73.5K -305 -12%
FFN
1141
Focus Financial Network
Minnesota
$554K +$210K +874 +61%
TTWM
1142
TCV Trust & Wealth Management
Virginia
$554K
CFO
1143
Collective Family Office
Pennsylvania
$554K -$722 -3 -0.1%
DI
1144
DFPG Investments
Utah
$553K -$15.2K -65 -3%
LFA
1145
Legacy Financial Advisors
Kentucky
$552K +$7.47K +31 +1%
KWMG
1146
King Wealth Management Group
Florida
$551K -$5.78K -24 -1%
GM
1147
GeoWealth Management
Illinois
$551K +$469K +1,947 +573%
BCG
1148
Breakwater Capital Group
New Jersey
$550K +$22.7K +93 +4%
MA
1149
MONECO Advisors
Connecticut
$549K -$100K -416 -15%
EWM
1150
Empirical Wealth Management
Washington
$548K -$26K -108 -5%