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 %
LAM
1351
L2 Asset Management
Massachusetts
$317K -$11M -45,517 -97%
MAM
1352
Meeder Asset Management
Ohio
$317K +$10.1K +42 +3%
IAIM
1353
International Assets Investment Management
Florida
$316K -$33.7K -140 -10%
QWP
1354
Quotient Wealth Partners
Texas
$316K +$316K +1,313 New
BWFA
1355
Baltimore-Washington Financial Advisors
Maryland
$315K +$315K +1,306 New
RFS
1356
Retirement Financial Solutions
Tennessee
$314K -$6.02K -25 -2%
CWM
1357
Connecticut Wealth Management
Connecticut
$313K +$313K +1,301 New
SNB
1358
Security National Bank
Nebraska
$313K
OHWA
1359
Oak Hill Wealth Advisors
Virginia
$313K
MCM
1360
McRae Capital Management
New Jersey
$313K
KIA
1361
Knollwood Investment Advisory
Maryland
$313K +$313K +1,300 New
PFP
1362
Paragon Financial Partners
California
$312K +$1.2K +5 +0.4%
SWS
1363
SYSTM Wealth Solutions
Illinois
$311K -$20.7K -86 -6%
PA
1364
Probity Advisors
Texas
$311K -$15.2K -63 -5%
APP
1365
Avantax Planning Partners
Iowa
$311K +$3.13K +13 +1%
WA
1366
Wealth Architects
California
$310K +$8.67K +36 +3%
SSWM
1367
Strait & Sound Wealth Management
California
$309K
TIM
1368
Tevis Investment Management
Texas
$309K -$64.3K -267 -17%
RCM
1369
Raleigh Capital Management
North Carolina
$309K +$15.6K +65 +5%
LIM
1370
Lagoda Investment Management
New York
$308K +$60.2K +250 +24%
AAP
1371
Arax Advisory Partners
Colorado
$308K +$723 +3 +0.2%
FWM
1372
Focused Wealth Management
New York
$308K
CCFCSB
1373
Cape Cod Five Cents Savings Bank
Massachusetts
$307K -$308K -1,278 -50%
MWM
1374
Meridian Wealth Management
Kentucky
$307K -$25.5K -106 -8%
VBCG
1375
Valley Brook Capital Group
Pennsylvania
$306K +$6.02K +25 +2%