1,615 hedge funds and large institutions have $66.2B invested in Eaton in 2023 Q2 according to their latest regulatory filings, with 185 funds opening new positions, 549 increasing their positions, 624 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,615
Holders Change
+96
Holders Change %
+6.32%
% of All Funds
25.47%
Holding in Top 10
41
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+41.38%
% of All Funds
0.65%
New
185
Increased
549
Reduced
624
Closed
80
Calls
$790M
Puts
$484M
Net Calls
+$306M
Net Calls Change
+$99.6M
Name Holding Trade Value Shares
Change
Shares
Change %
SWA
1551
Sutton Wealth Advisors
Florida
$19.9K
APW
1552
Acima Private Wealth
Virginia
$17.9K
AIC
1553
Archer Investment Corporation
Indiana
$17.3K +$5.83K +29 +51%
Jones Financial Companies
1554
Jones Financial Companies
Missouri
$16.7K +$2.82K +14 +20%
LWP
1555
Lumature Wealth Partners
Georgia
$16.5K
NFSG
1556
Newbridge Financial Services Group
Florida
$16.5K +$201 +1 +1%
OIS
1557
Okabena Investment Services
Minnesota
$16.3K +$16.3K +81 New
EBA
1558
Eagle Bay Advisors
New York
$16.1K
CHA
1559
Carmichael Hill & Associates
Maryland
$15.1K
GEA
1560
Glen Eagle Advisors
New Jersey
$14.9K +$398 +2 +3%
VCM
1561
Versant Capital Management
Arizona
$14.9K +$2.82K +14 +23%
TIM
1562
Tortoise Investment Management
New York
$14.1K
DAC
1563
Dividend Assets Capital
South Carolina
$14K +$7K +35 +100%
DWA
1564
Delos Wealth Advisors
Texas
$13.9K
TFA
1565
Toth Financial Advisory
Virginia
$12.5K -$201 -1 -2%
TF
1566
TimeScale Financial
Massachusetts
$12.1K
CP
1567
Castleview Partners
Texas
$11.7K
TJHA
1568
Thomas J. Herzfeld Advisors
Florida
$11.5K
AWM
1569
Abound Wealth Management
Tennessee
$10.9K +$1.41K +7 +15%
MIM
1570
Macroview Investment Management
Maryland
$10.9K +$10.9K +54 New
FPFS
1571
First Personal Financial Services
North Carolina
$10.7K
JMF
1572
Johnson Midwest Financial
Iowa
$10.7K
NCM
1573
Northwest Capital Management
Oregon
$10.3K +$10.3K +51 New
WAM
1574
WFA Asset Management
Wisconsin
$10.1K
CWM
1575
CarsonAllaria Wealth Management
Illinois
$10.1K