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 %
TFF
1451
The Family Firm
Maryland
$259K
EWA
1452
EverSource Wealth Advisors
Alabama
$258K +$7.71K +32 +3%
LWM
1453
Lyell Wealth Management
California
$257K +$257K +1,067 New
HWAM
1454
Hennion & Walsh Asset Management
New Jersey
$257K +$257K +1,066 New
PMFA
1455
Plante Moran Financial Advisors
Michigan
$256K -$57.5K -239 -18%
CS
1456
Cannell & Spears
New York
$256K -$60.2K -250 -19%
CCA
1457
Childress Capital Advisors
Texas
$256K +$10.6K +44 +4%
MSFS
1458
Main Street Financial Solutions
Pennsylvania
$255K -$22.9K -95 -8%
CWM
1459
Compass Wealth Management
Connecticut
$255K -$15.4K -64 -6%
Empower Advisory Group
1460
Empower Advisory Group
Colorado
$255K +$17.8K +74 +8%
RZH
1461
Relyea Zuckerberg Hanson
Connecticut
$255K
CCG
1462
Catalina Capital Group
California
$254K +$254K +1,056 New
OL
1463
OneFund LLC
Florida
$254K +$254K +1,056 New
BMC
1464
Beaton Management Company
Massachusetts
$254K
HWA
1465
Heartwood Wealth Advisors
Virginia
$254K
KBFS
1466
Kohmann Bosshard Financial Services
Ohio
$253K +$12K +50 +5%
EI
1467
Ellevest Inc
New York
$252K +$252K +1,046 New
IF
1468
Intrua Financial
Texas
$252K -$48.2K -200 -16%
BHCM
1469
Brevan Howard Capital Management
Jersey
$250K +$250K +1,040 New
1CM
1470
1492 Capital Management
Wisconsin
$250K -$10.6K -44 -4%
CIAS
1471
Capital Investment Advisory Services
North Carolina
$249K -$67.4K -280 -21%
WW
1472
Westshore Wealth
California
$249K -$24.1K -100 -9%
RDWM
1473
Red Door Wealth Management
Tennessee
$249K +$18.3K +76 +8%
FCM
1474
Fourpath Capital Management
Oklahoma
$249K -$10.4K -43 -4%
NFG
1475
Nadler Financial Group
Illinois
$248K