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 %
CNWM
1476
Clay Northam Wealth Management
California
$248K
B
1477
Bensler
Washington
$247K +$5.3K +22 +2%
AIM
1478
Avity Investment Management
Connecticut
$247K
SSWM
1479
Sheets Smith Wealth Management
North Carolina
$246K
NS
1480
NBC Securities
Alabama
$245K -$42.8K -178 -15%
CF
1481
Centaurus Financial
California
$245K -$6.26K -26 -2%
I
1482
INVST
Indiana
$245K +$245K +902 New
AIM
1483
Anchor Investment Management
South Carolina
$244K -$8.67K -36 -3%
BWM
1484
BCS Wealth Management
Tennessee
$244K
YIA
1485
YHB Investment Advisors
Connecticut
$244K +$244K +1,013 New
EIP
1486
Ellis Investment Partners
Pennsylvania
$243K +$963 +4 +0.4%
VCG
1487
Vantage Consulting Group
Virginia
$243K -$7.95K -33 -3%
RW
1488
Rede Wealth
Virginia
$242K
BFA
1489
Buttonwood Financial Advisors
Maryland
$241K
LGF
1490
LGT Group Foundation
Liechtenstein
$241K +$241K +1,000 New
IAMOG
1491
Investors Asset Management of Georgia
Georgia
$241K
FMTC
1492
Farmers & Merchants Trust Company
California
$241K +$241K +999 New
FFA
1493
Fragasso Financial Advisors
Pennsylvania
$240K +$5.54K +23 +2%
KFI
1494
Key Financial Inc
Pennsylvania
$239K
PPWM
1495
Paragon Private Wealth Management
Kentucky
$238K -$28.9K -120 -11%
O3W
1496
Omni 360 Wealth
New Jersey
$238K +$238K +989 New
SC
1497
Steph & Co
Wisconsin
$237K -$52.7K -219 -18%
AFT
1498
Alpha Family Trust
California
$237K
DWA
1499
Delap Wealth Advisory
Oregon
$237K +$237K +985 New
FSCM
1500
Front Street Capital Management
Montana
$237K -$13.2K -55 -5%