2,105 hedge funds and large institutions have $105B invested in Eaton in 2024 Q3 according to their latest regulatory filings, with 199 funds opening new positions, 857 increasing their positions, 733 reducing their positions, and 122 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,105
Holders Change
+48
Holders Change %
+2.33%
% of All Funds
30.45%
Holding in Top 10
69
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+7.81%
% of All Funds
1%
New
199
Increased
857
Reduced
733
Closed
122
Calls
$1.18B
Puts
$820M
Net Calls
+$361M
Net Calls Change
-$120M
Name Holding Trade Value Shares
Change
Shares
Change %
NCTC
1576
New Covenant Trust Company
Indiana
$366K +$63.4K +193 +21%
FFA
1577
Fragasso Financial Advisors
Pennsylvania
$365K +$9.61K +29 +3%
AA
1578
Alta Advisers
United Kingdom
$365K
HWA
1579
Heartwood Wealth Advisors
Virginia
$365K
SCP
1580
Sivia Capital Partners
California
$364K -$2.32K -7 -0.6%
RFS
1581
Retirement Financial Solutions
Tennessee
$364K +$994 +3 +0.3%
EBT
1582
Enterprise Bank & Trust
Massachusetts
$364K +$364K +1,098 New
OL
1583
Optas LLC
Texas
$364K +$71.9K +217 +25%
HKIM
1584
Hayek Kallen Investment Management
Alabama
$363K
M
1585
MOTCO
Texas
$361K +$59.3K +179 +20%
VCM
1586
Virtue Capital Management
Tennessee
$361K -$4.31K -13 -1%
CWA
1587
Canvas Wealth Advisors
Kansas
$360K +$360K +1,086 New
FFG
1588
Fiduciary Financial Group
California
$358K -$252K -751 -41%
TFF
1589
The Family Firm
Maryland
$356K
CAC
1590
Certified Advisory Corp
Florida
$354K +$2.98K +9 +0.8%
EIP
1591
Ellis Investment Partners
Pennsylvania
$354K -$1.99K -6 -0.6%
WHCI
1592
W.H. Cornerstone Investments
Massachusetts
$354K -$43.8K -132 -11%
IFU
1593
iSAM Funds (UK)
United Kingdom
$353K +$353K +1,064 New
SC
1594
Sapient Capital
Indiana
$352K -$5.63K -17 -2%
ANB
1595
Amarillo National Bank
Texas
$352K +$663 +2 +0.2%
OCM
1596
One Capital Management
California
$352K -$188K -568 -35%
CWM
1597
Compass Wealth Management
Connecticut
$351K
PMFA
1598
Plante Moran Financial Advisors
Michigan
$351K
OPOWM
1599
One Plus One Wealth Management
Florida
$350K -$37.5K -113 -10%
AWM
1600
Angeles Wealth Management
California
$350K -$23.5K -71 -6%