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 %
KBFS
1401
Kohmann Bosshard Financial Services
Ohio
$201K +$201K +1,000 New
BFA
1402
Buttonwood Financial Advisors
Maryland
$201K +$201K +1,000 New
SAM
1403
Smithbridge Asset Management
Pennsylvania
$201K +$201K +1,000 New
CWA
1404
Consilium Wealth Advisory
Texas
$200K +$200K +995 New
KFI
1405
Key Financial Inc
Pennsylvania
$199K +$7.04K +35 +4%
IBOK
1406
Independence Bank of Kentucky
Kentucky
$199K -$40.2K -200 -17%
CTB
1407
Country Trust Bank
Illinois
$196K
TH
1408
TCTC Holdings
Texas
$192K
HBT
1409
Hills Bank & Trust
Iowa
$188K -$804 -4 -0.4%
ATC
1410
Adirondack Trust Company
New York
$186K -$46K -224 -20%
Kayne Anderson Rudnick Investment Management
1411
Kayne Anderson Rudnick Investment Management
California
$183K +$2.62K +13 +1%
HWA
1412
Heritage Wealth Advisors
Virginia
$182K
UFF
1413
USA Financial Formulas
Michigan
$176K +$175K +871 +21,775%
GI
1414
Gradient Investments
Minnesota
$167K +$8.44K +42 +5%
WP
1415
WealthPLAN Partners
Nebraska
$162K -$2.82K -14 -2%
CFGS
1416
Concourse Financial Group Securities
Alabama
$161K +$26.3K +131 +20%
DMBA
1417
Deseret Mutual Benefit Administrators
Utah
$159K -$16.7K -83 -9%
RA
1418
Rise Advisors
New York
$154K +$18.7K +93 +14%
CB
1419
CNB Bank
Pennsylvania
$154K
BTI
1420
Blue Trust Inc
Georgia
$154K -$1.46M -8,489 -90%
PWMG
1421
Prestige Wealth Management Group
New Jersey
$154K
MHR
1422
Matthew Hamilton Rosenberg
$151K -$23.5K -117 -13%
ECM
1423
Elgethun Capital Management
South Dakota
$146K +$146K +725 New
GWS
1424
Glassman Wealth Services
Virginia
$142K -$30.4K -151 -18%
LJHT
1425
Laurie J. Hall Trustee
$141K +$92.3K +459 +190%