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 %
AFP
1526
Alpha Financial Partners
Kentucky
$226K +$226K +937 New
SCM
1527
Schnieders Capital Management
California
$225K +$225K +936 New
CA
1528
Calton & Associates
Florida
$224K +$224K +932 New
AWA
1529
Arete Wealth Advisors
Illinois
$224K +$224K +930 New
FOA
1530
Five Oceans Advisors
California
$224K +$224K +930 New
AWM
1531
Angeles Wealth Management
California
$223K +$223K +928 New
SWP
1532
Strategic Wealth Partners
Ohio
$222K -$65.7K -273 -23%
PIA
1533
Panoramic Investment Advisors
Colorado
$222K +$222K +921 New
SWMG
1534
Sanchez Wealth Management Group
Florida
$222K +$222K +920 New
AWM
1535
Accurate Wealth Management
Florida
$219K -$40.4K -166 -16%
JIP
1536
Jaffetilchin Investment Partners
Florida
$218K +$218K +906 New
BDA
1537
Borer Denton & Associates
Pennsylvania
$218K +$218K +905 New
SIAG
1538
Safeguard Investment Advisory Group
California
$217K +$217K +903 New
WDA
1539
Wendell David Associates
New Hampshire
$217K -$193K -800 -47%
APG
1540
Abacus Planning Group
South Carolina
$215K +$215K +894 New
CCFM
1541
Clear Creek Financial Management
Washington
$215K +$215K +894 New
CWM
1542
Centric Wealth Management
Illinois
$215K +$215K +799 New
AWM
1543
Aries Wealth Management
Maine
$215K -$96.3K -400 -31%
FAG
1544
Financial Advisory Group
Texas
$215K -$26K -108 -11%
CA
1545
Crumly & Associates
Illinois
$215K +$215K +892 New
LWM
1546
Lakeridge Wealth Management
Ohio
$214K +$214K +889 New
WP
1547
Westmount Partners
California
$214K +$214K +888 New
FC
1548
Financial Council
Maryland
$214K +$214K +888 New
FA
1549
Fermata Advisors
California
$211K +$211K +878 New
SEIA
1550
Signature Estate & Investment Advisors
California
$211K +$211K +875 New