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 %
RWMG
1276
Redwood Wealth Management Group
New Jersey
$381K -$50.6K -210 -12%
GWAG
1277
Garrett Wealth Advisory Group
Texas
$380K -$48.2K -200 -11%
VCP
1278
Verus Capital Partners
Arizona
$380K +$58.8K +244 +18%
TLCM
1279
Twin Lakes Capital Management
California
$378K -$75.9K -315 -17%
CG
1280
Clarus Group
Texas
$377K
PFA
1281
Pathway Financial Advisors
Vermont
$376K
SC
1282
Sepio Capital
Utah
$374K +$66.5K +276 +22%
SWA
1283
Stratos Wealth Advisors
Ohio
$374K +$13.3K +55 +4%
PFBT
1284
Parkside Financial Bank & Trust
Missouri
$374K -$4.34K -18 -1%
WFI
1285
West Family Investments
California
$373K +$27.2K +113 +8%
CFO
1286
CVA Family Office
Colorado
$372K +$25K +104 +7%
LWL
1287
Leo Wealth LLC
Texas
$372K +$372K +1,340 New
WHC
1288
Wulff, Hansen & Co
California
$371K
RPWA
1289
Regent Peak Wealth Advisors
Georgia
$371K +$5.54K +23 +2%
SF
1290
Symphony Financial
Texas
$370K +$44.5K +184 +14%
CAL
1291
Capital Advisors Ltd
Ohio
$370K
WT
1292
Washington Trust
Rhode Island
$366K +$14.9K +62 +4%
PA
1293
Perennial Advisors
New York
$365K
DWM
1294
Drive Wealth Management
Utah
$364K +$11.8K +49 +3%
MCM
1295
Mendel Capital Management
Arkansas
$362K
WWP
1296
Walden Wealth Partners
Ohio
$361K +$361K +1,500 New
LCM
1297
LVM Capital Management
Michigan
$361K
MMPW
1298
Mitchell McLeod Pugh & Williams
Alabama
$359K -$5.3K -22 -1%
RPC
1299
Rossmore Private Capital
Connecticut
$359K
CA
1300
Commerzbank Aktiengesellschaft
Germany
$358K +$358K +1,485 New