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 %
FA
1426
Fiducient Advisors
Illinois
$273K +$273K +1,132 New
SQA
1427
Simon Quick Advisors
New Jersey
$272K +$15.4K +64 +6%
FFP
1428
FourThought Financial Partners
Florida
$272K +$722 +3 +0.3%
BP
1429
BBR Partners
New York
$272K +$272K +1,129 New
KMWM
1430
Keudell/Morrison Wealth Management
Oregon
$271K +$1.2K +5 +0.4%
PL
1431
Plancorp LLC
Missouri
$270K +$15.7K +65 +6%
P
1432
&Partners
Tennessee
$270K +$270K +1,130 New
ECG
1433
Edge Capital Group
Georgia
$269K +$6.26K +26 +2%
TWA
1434
Talisman Wealth Advisors
New Jersey
$267K +$2.65K +11 +1%
SCP
1435
Sivia Capital Partners
California
$267K +$267K +1,109 New
CI Investments Inc
1436
CI Investments Inc
Ontario, Canada
$267K -$193K -799 -42%
ICM
1437
IMS Capital Management
Oregon
$266K
BOM
1438
Bank of Marin
California
$265K
AA
1439
Alta Advisers
United Kingdom
$265K
WAM
1440
Worth Asset Management
Texas
$264K
HKIM
1441
Hayek Kallen Investment Management
Alabama
$264K
HWM
1442
Hohimer Wealth Management
Washington
$263K -$63.6K -264 -19%
CIM
1443
Confluence Investment Management
Missouri
$262K -$227K -942 -46%
FAG
1444
Fortitude Advisory Group
Washington
$262K +$19.7K +82 +8%
AGWCA
1445
Annis Gardner Whiting Capital Advisors
Florida
$262K
AL
1446
Aspiriant LLC
California
$260K +$7.23K +30 +3%
UW
1447
Unique Wealth
Florida
$260K +$260K +1,080 New
RWP
1448
Ridgecrest Wealth Partners
California
$260K
NRC
1449
New Republic Capital
North Carolina
$259K +$259K +1,075 New
CWA
1450
Consilium Wealth Advisory
Texas
$259K