2,105 hedge funds and large institutions have $105B invested in Eaton in 2024 Q3 according to their latest regulatory filings, with 199 funds opening new positions, 857 increasing their positions, 733 reducing their positions, and 122 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,105
Holders Change
+48
Holders Change %
+2.33%
% of All Funds
30.45%
Holding in Top 10
69
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+7.81%
% of All Funds
1%
New
199
Increased
857
Reduced
733
Closed
122
Calls
$1.18B
Puts
$820M
Net Calls
+$361M
Net Calls Change
-$120M
Name Holding Trade Value Shares
Change
Shares
Change %
CI
1176
Conning Inc
Connecticut
$957K -$478K -1,442 -33%
BAM
1177
Belpointe Asset Management
Nevada
$955K -$271K -819 -22%
FWTB
1178
First Western Trust Bank
Colorado
$955K -$8.62K -26 -0.9%
PWM
1179
Palumbo Wealth Management
New York
$951K -$14.9K -45 -2%
SWM
1180
Shelton Wealth Management
Texas
$950K +$950K +2,867 New
ZIMP
1181
Zimmermann Investment Management & Planning
Pennsylvania
$950K +$308K +930 +48%
SPWG
1182
Sage Private Wealth Group
Illinois
$949K +$226K +681 +31%
1W
1183
1776 Wealth
Georgia
$947K
ACGA
1184
Atlanta Consulting Group Advisors
Georgia
$947K -$62.6K -189 -6%
WIC
1185
Wilkins Investment Counsel
Massachusetts
$945K -$16.6K -50 -2%
CW
1186
CreativeOne Wealth
Kansas
$942K +$502K +1,515 +114%
GLA
1187
Good Life Advisors
Pennsylvania
$941K +$297K +895 +46%
IIC
1188
Ironwood Investment Counsel
Arizona
$939K +$5.97K +18 +0.6%
HFBOT
1189
Home Federal Bank of Tennessee
Tennessee
$933K
1SB
1190
1ST Source Bank
Indiana
$931K +$133K +400 +17%
HW
1191
Hancock Whitney
Mississippi
$930K -$2.98K -9 -0.3%
WG
1192
Welch Group
Alabama
$930K
PP
1193
Patron Partners
Texas
$928K +$53K +160 +6%
CCMG
1194
Clark Capital Management Group
Pennsylvania
$923K +$275K +831 +43%
LW
1195
Linscomb Wealth
Texas
$918K
BCM
1196
Brookstone Capital Management
Illinois
$917K +$57.3K +173 +7%
WF
1197
Welch & Forbes
Massachusetts
$916K +$30.8K +93 +3%
TWM
1198
Tradition Wealth Management
Minnesota
$915K +$49.1K +148 +6%
WFC
1199
Western Financial Corp
California
$914K +$26.2K +79 +3%
BCG
1200
Breakwater Capital Group
New Jersey
$913K +$77.6K +234 +9%