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 %
HCA
1551
Horan Capital Advisors
Ohio
$211K +$211K +875 New
PIM
1552
Plato Investment Management
Australia
$210K +$210K +872 New
CTB
1553
Country Trust Bank
Illinois
$209K -$25K -104 -11%
PCG
1554
PFC Capital Group
California
$209K +$209K +870 New
MHR
1555
Matthew Hamilton Rosenberg
$208K +$17.8K +74 +9%
AWM
1556
Accel Wealth Management
Iowa
$208K +$208K +865 New
FDDB
1557
Fidelity D&D Bancorp
Pennsylvania
$208K -$29.6K -123 -12%
W
1558
Wealthquest
Ohio
$208K +$208K +862 New
CST
1559
Charles Schwab Trust
Nevada
$207K -$28.9K -120 -12%
RP
1560
Riverwater Partners
Wisconsin
$207K +$207K +861 New
PAM
1561
Peak Asset Management
Colorado
$207K +$207K +860 New
OFW
1562
Omnia Family Wealth
Florida
$207K +$207K +860 New
C
1563
Covestor
United Kingdom
$207K +$53.8K +223 +35%
IGWM
1564
ICA Group Wealth Management
Colorado
$207K +$207K +858 New
BMC
1565
Benin Management Corp
Connecticut
$206K +$206K +855 New
PSP
1566
Pacific Sage Partners
Washington
$205K +$205K +853 New
D
1567
Diversified
Delaware
$205K +$205K +853 New
FAN
1568
Financial Advisors Network
California
$205K +$205K +852 New
APW
1569
Austin Private Wealth
Texas
$205K +$205K +852 New
SGCA
1570
Steel Grove Capital Advisors
Tennessee
$205K -$125K -518 -38%
FUBT
1571
First United Bank & Trust
Maryland
$203K +$203K +843 New
GWP
1572
Gateway Wealth Partners
Wisconsin
$203K -$324K -1,344 -61%
MAA
1573
Matrix Asset Advisors
New York
$203K +$203K +842 New
JGUA
1574
John G. Ullman & Associates
New York
$202K +$202K +840 New
GG
1575
Greenwood Gearhart
Arkansas
$202K +$202K +840 New