1,987 hedge funds and large institutions have $103B invested in Eaton in 2024 Q1 according to their latest regulatory filings, with 280 funds opening new positions, 670 increasing their positions, 755 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,987
Holders Change
+183
Holders Change %
+10.14%
% of All Funds
28.8%
Holding in Top 10
71
Holding in Top 10 Change
+18
Holding in Top 10 Change %
+33.96%
% of All Funds
1.03%
New
280
Increased
670
Reduced
755
Closed
74
Calls
$1.59B
Puts
$706M
Net Calls
+$887M
Net Calls Change
+$446M
Name Holding Trade Value Shares
Change
Shares
Change %
SWP
1526
Significant Wealth Partners
Illinois
$333K +$333K +1,066 New
CWM
1527
Compass Wealth Management
Connecticut
$331K
FAG
1528
Fortitude Advisory Group
Washington
$331K -$9.38K -30 -3%
PMFA
1529
Plante Moran Financial Advisors
Michigan
$331K -$938 -3 -0.3%
BMC
1530
Beaton Management Company
Massachusetts
$330K
SRSA
1531
S.R. Schill & Associates
Washington
$330K -$219K -700 -40%
TIM
1532
Tevis Investment Management
Texas
$329K -$71.6K -229 -18%
KBFS
1533
Kohmann Bosshard Financial Services
Ohio
$328K
DCM
1534
Driehaus Capital Management
Illinois
$327K -$66.6K -213 -17%
SSWM
1535
Sheets Smith Wealth Management
North Carolina
$325K +$5.32K +17 +2%
LWM
1536
Lyell Wealth Management
California
$324K -$9.38K -30 -3%
OL
1537
OneFund LLC
Florida
$323K -$6.24K -20 -2%
FFA
1538
Fragasso Financial Advisors
Pennsylvania
$323K +$11.3K +36 +4%
NFG
1539
Nadler Financial Group
Illinois
$322K
SOS
1540
Silver Oak Securities
Tennessee
$322K -$229K -731 -42%
IF
1541
Intrua Financial
Texas
$321K -$5.32K -17 -2%
CNWM
1542
Clay Northam Wealth Management
California
$321K
TT
1543
TI-Trust
Illinois
$321K +$321K +1,028 New
B
1544
Bensler
Washington
$321K
AIM
1545
Avity Investment Management
Connecticut
$320K
1CM
1546
1492 Capital Management
Wisconsin
$319K -$5.32K -17 -2%
BWM
1547
BCS Wealth Management
Tennessee
$317K
VanEck Associates
1548
VanEck Associates
New York
$317K +$317K +1,015 New
CA
1549
Crewe Advisors
Utah
$317K +$317K +1,013 New
CS
1550
Cannell & Spears
New York
$316K -$15.6K -50 -5%