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 %
BCMO
1326
Buckingham Capital Management (Ohio)
Ohio
$603K +$392K +1,250 +186%
VWA
1327
Visionary Wealth Advisors
Illinois
$600K +$18.5K +59 +3%
CFG
1328
Carr Financial Group
Massachusetts
$600K
IA
1329
IAM Advisory
Pennsylvania
$599K +$599K +1,911 New
OF
1330
Outfitter Financial
Maine
$596K -$188K -600 -24%
PWP
1331
Phillips Wealth Planners
Mississippi
$595K -$17.7K -54 -3%
RIM
1332
RW Investment Management
Idaho
$593K
WFAG
1333
Worth Financial Advisory Group
North Carolina
$593K +$226K +720 +61%
SDIC
1334
South Dakota Investment Council
South Dakota
$588K
TIA
1335
Traphagen Investment Advisors
New Jersey
$588K +$2.19K +7 +0.4%
PCFFS
1336
Pacific Center for Financial Services
California
$587K
RCA
1337
Resonant Capital Advisors
Wisconsin
$587K +$35.1K +112 +6%
PSP
1338
Principal Street Partners
Tennessee
$582K +$3.76K +12 +0.7%
ST
1339
Spinnaker Trust
Maine
$581K
BSB
1340
Bangor Savings Bank
Maine
$579K -$16.9K -54 -3%
WA
1341
Win Advisors
Florida
$579K +$363K +1,158 +168%
PWMG
1342
Prestige Wealth Management Group
New Jersey
$577K +$337K +1,076 +141%
TAM
1343
Titleist Asset Management
Texas
$577K +$13.2K +42 +2%
IA
1344
IFP Advisors
Florida
$576K +$91.9K +293 +19%
SCG
1345
Sonata Capital Group
Washington
$575K
TA
1346
TrueWealth Advisors
Alabama
$572K -$15.1K -48 -3%
OCG
1347
Opus Capital Group
Ohio
$572K -$72.4K -231 -11%
PCA
1348
Pallas Capital Advisors
Massachusetts
$569K +$221K +715 +64%
MYIA
1349
Mount Yale Investment Advisors
Colorado
$566K -$1.04M -3,332 -65%
CB
1350
Community Bank
New York
$566K -$18.8K -60 -3%