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 %
IWP
1201
Invenio Wealth Partners
Florida
$470K -$59.5K -247 -11%
C
1202
Certuity
Florida
$469K -$4.58K -19 -1%
TA
1203
TrueWealth Advisors
Alabama
$469K -$26K -108 -5%
PWP
1204
Phillips Wealth Planners
Mississippi
$468K -$110K -460 -19%
SFS
1205
Summit Financial Strategies
Ohio
$465K
RIM
1206
RW Investment Management
Idaho
$462K -$12K -50 -3%
AEPWM
1207
Atlantic Edge Private Wealth Management
Florida
$462K +$462K +1,920 New
CFG
1208
Carr Financial Group
Massachusetts
$461K
KOC
1209
Koss-Olinger Consulting
Florida
$459K -$25K -104 -5%
HCM
1210
Hollencrest Capital Management
California
$458K +$41.9K +174 +10%
OA
1211
Oxbow Advisors
Texas
$458K
RIL
1212
Rothschild Investment LLC
Illinois
$456K +$34.9K +145 +8%
CB
1213
Community Bank
New York
$455K
KP
1214
Keel Point
Alabama
$454K +$13K +54 +3%
PF
1215
Phoenix Financial
Israel
$451K +$122K +488 +37%
SDIC
1216
South Dakota Investment Council
South Dakota
$451K
KTA
1217
Keeley-Teton Advisors
Illinois
$449K
TIA
1218
Traphagen Investment Advisors
New Jersey
$448K -$25K -104 -5%
CC
1219
Courier Capital
New York
$447K
VWA
1220
Visionary Wealth Advisors
Illinois
$447K +$21.7K +90 +5%
PCP
1221
Proficio Capital Partners
Massachusetts
$443K +$1.2K +5 +0.3%
PCS
1222
Personal CFO Solutions
New Jersey
$443K +$1.93K +8 +0.4%
ST
1223
Spinnaker Trust
Maine
$442K
SCG
1224
Sonata Capital Group
Washington
$442K
GWMR
1225
GC Wealth Management RIA
Massachusetts
$440K +$440K +1,826 New