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 %
CT
1151
Columbia Trust
Oregon
$546K +$33.7K +140 +7%
FB
1152
First Bancorp
Maine
$544K -$13.2K -55 -2%
CIM
1153
Contravisory Investment Management
Massachusetts
$544K -$21.4K -89 -4%
ACM
1154
AUA Capital Management
Pennsylvania
$542K
GA
1155
Geller Advisors
New York
$539K
FMWA
1156
Forvis Mazars Wealth Advisors
Missouri
$535K +$6.74K +28 +1%
WBC
1157
West Branch Capital
Massachusetts
$534K
DBIA
1158
Dumont & Blake Investment Advisors
New Jersey
$530K -$62.7K -260 -11%
HDIM
1159
Hanson & Doremus Investment Management
Vermont
$530K
LFM
1160
LGT Fund Management
Liechtenstein
$530K
WC
1161
Waterloo Capital
Texas
$525K +$525K +2,181 New
GLA
1162
Great Lakes Advisors
Illinois
$524K +$104K +432 +25%
GA
1163
GSG Advisors
New Jersey
$519K +$10.7K +46 +2%
BW
1164
Bison Wealth
Georgia
$519K +$482 +2 +0.1%
KLC
1165
Knowledge Leaders Capital
Colorado
$514K -$46.7K -194 -8%
Cohen & Steers
1166
Cohen & Steers
New York
$509K -$98K -407 -16%
JFG
1167
Jefferies Financial Group
New York
$506K -$9.61M -39,897 -95%
SIM
1168
Sentry Investment Management
Wisconsin
$503K -$53.9K -224 -10%
TCWA
1169
Turtle Creek Wealth Advisors
Texas
$503K +$503K +2,087 New
SS
1170
Sunbelt Securities
Texas
$501K -$1.2K -5 -0.2%
TW
1171
Transform Wealth
Colorado
$501K -$31.8K -132 -6%
WIC
1172
Woodmont Investment Counsel
Tennessee
$499K +$26K +108 +5%
MC
1173
Maverick Capital
Texas
$498K +$498K +2,067 New
HNWAG
1174
High Net Worth Advisory Group
Florida
$497K -$6.74K -28 -1%
RB
1175
Rodgers Brothers
Pennsylvania
$495K -$60.2K -250 -11%