2,057 hedge funds and large institutions have $103B invested in Eaton in 2024 Q2 according to their latest regulatory filings, with 190 funds opening new positions, 766 increasing their positions, 794 reducing their positions, and 93 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,057
Holders Change
+70
Holders Change %
+3.52%
% of All Funds
29.92%
Holding in Top 10
64
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-9.86%
% of All Funds
0.93%
New
190
Increased
766
Reduced
794
Closed
93
Calls
$1.19B
Puts
$709M
Net Calls
+$481M
Net Calls Change
-$407M
Name Holding Trade Value Shares
Change
Shares
Change %
AIA
1301
Angeles Investment Advisors
California
$631K -$233K -743 -27%
GWM
1302
Geneos Wealth Management
Colorado
$628K +$43.9K +140 +8%
SMH
1303
Sanders Morris Harris
Texas
$627K -$125K -400 -17%
ZIG
1304
Zuckerman Investment Group
Illinois
$627K
MFC
1305
Mechanics Financial Corp
Ohio
$627K
SAM
1306
Smithbridge Asset Management
Pennsylvania
$627K
ACP
1307
Aviance Capital Partners
Florida
$625K +$10.7K +34 +2%
EP
1308
Edgestream Partners
New Jersey
$624K +$309K +987 +99%
NFG
1309
Nations Financial Group
Iowa
$622K -$200K -637 -24%
HTIM
1310
Harbour Trust & Investment Management
Indiana
$621K
PIP
1311
Peachtree Investment Partners
Florida
$620K +$31.4K +100 +5%
JSA
1312
Jacobson & Schmitt Advisors
Wisconsin
$615K +$615K +1,963 New
WA
1313
WealthTrust Axiom
Pennsylvania
$615K
NS
1314
NBC Securities
Alabama
$615K +$313K +998 +104%
GA
1315
Gateway Advisory
New Jersey
$615K +$615K +1,961 New
BWP
1316
Balboa Wealth Partners
Arizona
$614K +$144K +459 +31%
CCMG
1317
Clark Capital Management Group
Pennsylvania
$613K -$162K -517 -21%
AEPWM
1318
Atlantic Edge Private Wealth Management
Florida
$610K +$7.84K +25 +1%
GLA
1319
Good Life Advisors
Pennsylvania
$610K +$5.02K +16 +0.8%
GCA
1320
Genesee Capital Advisors
New York
$609K +$609K +1,941 New
FCA
1321
FinTrust Capital Advisors
South Carolina
$608K +$27.6K +88 +5%
ZIMP
1322
Zimmermann Investment Management & Planning
Pennsylvania
$607K +$607K +1,936 New
SFS
1323
Summit Financial Strategies
Ohio
$605K -$2.82K -9 -0.5%
FFG
1324
Fiduciary Financial Group
California
$605K +$605K +1,819 New
GGHC
1325
Gilder Gagnon Howe & Co
New York
$604K -$314 -1 -0.1%