1,615 hedge funds and large institutions have $66.2B invested in Eaton in 2023 Q2 according to their latest regulatory filings, with 185 funds opening new positions, 549 increasing their positions, 624 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,615
Holders Change
+96
Holders Change %
+6.32%
% of All Funds
25.47%
Holding in Top 10
41
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+41.38%
% of All Funds
0.65%
New
185
Increased
549
Reduced
624
Closed
80
Calls
$790M
Puts
$484M
Net Calls
+$306M
Net Calls Change
+$99.6M
Name Holding Trade Value Shares
Change
Shares
Change %
DWA
1251
Douglass Winthrop Advisors
New York
$279K
M
1252
MOTCO
Texas
$278K -$16.9K -84 -6%
AIM
1253
Athena Investment Management
California
$275K
VP
1254
Verum Partners
North Carolina
$275K +$275K +1,366 New
XF
1255
XML Financial
Maryland
$273K -$5.63K -28 -2%
HWM
1256
Hohimer Wealth Management
Washington
$273K
PA
1257
Probity Advisors
Texas
$272K +$272K +1,354 New
SPP
1258
Single Point Partners
Massachusetts
$272K +$272K +1,355 New
DCM
1259
Driehaus Capital Management
Illinois
$271K +$271K +1,349 New
WFC
1260
Western Financial Corp
California
$271K -$7.24K -36 -3%
WPW
1261
Waldron Private Wealth
Pennsylvania
$269K +$26.7K +133 +11%
SF
1262
Symphony Financial
Texas
$269K +$19.3K +97 +8%
BAAM
1263
Baker Avenue Asset Management
California
$269K -$172K -856 -39%
GFP
1264
Gryphon Financial Partners
Ohio
$268K -$17.3K -86 -6%
SSWM
1265
Strait & Sound Wealth Management
California
$268K -$133K -659 -33%
CIAS
1266
Capital Investment Advisory Services
North Carolina
$267K +$10.1K +50 +4%
PFBT
1267
Parkside Financial Bank & Trust
Missouri
$267K +$15.7K +78 +6%
PFGIA
1268
Patriot Financial Group Insurance Agency
Massachusetts
$266K -$22.9K -114 -8%
WA
1269
Waverly Advisors
Alabama
$265K -$86.7K -431 -25%
MAM
1270
Meeder Asset Management
Ohio
$264K -$54.1K -269 -17%
Empower Advisory Group
1271
Empower Advisory Group
Colorado
$263K -$9.05K -45 -3%
RFS
1272
Retirement Financial Solutions
Tennessee
$262K
CWAG
1273
Carlsbad Wealth Advisory Group
California
$262K +$262K +1,305 New
VCG
1274
Vantage Consulting Group
Virginia
$262K -$38K -189 -13%
SA
1275
Syntax Advisors
New York
$262K -$38K -189 -13%