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 %
ACM
1401
Ategra Capital Management
Virginia
$290K -$5.3K -22 -2%
PL
1402
Parthenon LLC
Kentucky
$289K
CPC
1403
Congress Park Capital
New York
$289K
ERWM
1404
Elk River Wealth Management
Colorado
$289K
TWM
1405
Thrive Wealth Management
Pennsylvania
$288K -$4.09K -17 -1%
CHAM
1406
Clear Harbor Asset Management
Connecticut
$288K +$5.3K +22 +2%
BCM
1407
Brookstone Capital Management
Illinois
$287K +$20.9K +87 +8%
CT
1408
Chicago Trust
Illinois
$285K -$102K -424 -26%
BWP
1409
Balboa Wealth Partners
Arizona
$284K -$83.6K -347 -23%
EWP
1410
Engrave Wealth Partners
Texas
$284K -$1.69K -7 -0.6%
PCM
1411
Prelude Capital Management
New York
$283K +$43.1K +179 +18%
JWM
1412
JPL Wealth Management
Colorado
$281K +$281K +1,168 New
CRWM
1413
Castle Rock Wealth Management
California
$281K
FFA
1414
First Foundation Advisors
California
$281K -$775K -3,218 -73%
LC
1415
Lincoln Capital
Nebraska
$280K
BFA
1416
Beacon Financial Advisory
Ohio
$278K -$15.9K -66 -5%
CFS
1417
Commonwealth Financial Services
West Virginia
$277K -$4.82K -20 -2%
CWM
1418
Circle Wealth Management
New Jersey
$277K -$8.67K -36 -3%
LA
1419
Lindenwold Advisors
Pennsylvania
$277K
PAM
1420
Palisade Asset Management
Minnesota
$277K +$4.34K +18 +2%
WFAG
1421
Worth Financial Advisory Group
North Carolina
$277K +$7.47K +31 +3%
CG
1422
Clifford Group
Massachusetts
$275K
CBB
1423
Citizens Business Bank
California
$273K -$265K -1,100 -49%
Members Trust
1424
Members Trust
Florida
$273K
SC
1425
Sapient Capital
Indiana
$273K +$273K +1,133 New