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 %
CB
1501
CNB Bank
Pennsylvania
$236K
VP
1502
Verum Partners
North Carolina
$236K -$5.54K -23 -2%
AF
1503
Apexium Financial
Texas
$235K +$235K +977 New
CWM
1504
Cahaba Wealth Management
Georgia
$235K -$39.8K -165 -14%
ETC
1505
Exchange Traded Concepts
Oklahoma
$235K +$171K +711 +269%
HKAM
1506
Horizon Kinetics Asset Management
New York
$235K +$235K +975 New
BOSSRA
1507
B.O.S.S. Retirement Advisors
Utah
$235K +$235K +974 New
CIP
1508
Convergence Investment Partners
Florida
$234K -$1.69K -7 -0.7%
AO
1509
Advisor OS
Illinois
$233K +$233K +967 New
RFO
1510
RiverGlades Family Offices
Florida
$233K +$233K +849 New
KCM
1511
Kathmere Capital Management
Pennsylvania
$233K +$233K +966 New
PCIG
1512
Partners Capital Investment Group
Massachusetts
$232K -$72K -299 -24%
DOA
1513
D'Orazio & Associates
Virginia
$232K +$232K +963 New
AMCA
1514
Arthur M. Cohen & Associates
Illinois
$232K +$232K +962 New
HBWM
1515
Hollow Brook Wealth Management
New York
$230K
TH
1516
TCTC Holdings
Texas
$230K
SRC
1517
Sage Rhino Capital
California
$229K +$1.2K +5 +0.5%
AIFAIM
1518
American Institute for Advanced Investment Management
Arizona
$229K -$51.3K -213 -18%
TPW
1519
TL Private Wealth
Texas
$229K
DAM
1520
Doheny Asset Management
California
$228K
HBT
1521
Hills Bank & Trust
Iowa
$228K +$1.93K +8 +0.9%
GFG
1522
Goldstone Financial Group
Illinois
$227K -$24.3K -101 -10%
VC
1523
Veracity Capital
Georgia
$226K -$723 -3 -0.3%
AWM
1524
Avior Wealth Management
Nebraska
$226K +$173K +717 +323%
CGH
1525
CMG Global Holdings
Texas
$226K +$226K +820 New