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 %
CAC
1576
Certified Advisory Corp
Florida
$202K -$4.84M -20,110 -96%
EFG
1577
Ethos Financial Group
Pennsylvania
$201K +$201K +836 New
SG
1578
StoneX Group
New York
$200K -$50.3K -209 -20%
EWM
1579
Executive Wealth Management
Michigan
$200K +$200K +830 New
OA
1580
Operose Advisors
Wisconsin
$196K -$61.4K -255 -24%
SAM
1581
S.A. Mason
Michigan
$193K +$12.3K +51 +7%
GI
1582
Gradient Investments
Minnesota
$192K
CFGS
1583
Concourse Financial Group Securities
Alabama
$190K +$3.85K +16 +2%
BFS
1584
Burkett Financial Services
South Carolina
$188K +$188K +780 New
AIM
1585
Acropolis Investment Management
Missouri
$188K +$21.7K +90 +13%
BWM
1586
BKM Wealth Management
Wisconsin
$187K +$187K +775 New
PWMG
1587
Prestige Wealth Management Group
New Jersey
$184K
HGERS
1588
Householder Group Estate & Retirement Specialist
Arizona
$182K +$22.4K +93 +14%
ECM
1589
Elgethun Capital Management
South Dakota
$175K
HWA
1590
Heritage Wealth Advisors
Virginia
$170K -$48.2K -200 -22%
CTC
1591
Cetera Trust Company
Minnesota
$168K +$168K +698 New
GWS
1592
Glassman Wealth Services
Virginia
$168K -$1.93K -8 -1%
SAM
1593
Smartleaf Asset Management
Massachusetts
$165K +$165K +716 New
RMC
1594
Resources Management Corp
Connecticut
$163K
SOW
1595
State of Wyoming
Wyoming
$158K +$56.1K +233 +55%
VNA
1596
Valley National Advisers
Pennsylvania
$155K +$47.7K +199 +45%
AF
1597
Arrow Financial
New York
$154K
GCM
1598
Gables Capital Management
Florida
$150K
CAM
1599
Creekmur Asset Management
Illinois
$148K +$148K +613 New
GG
1600
Gleason Group
Kentucky
$143K +$722 +3 +0.5%