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 %
HWA
1601
HHM Wealth Advisors
Tennessee
$143K
BLC
1602
Brown, Lisle/Cummings
Rhode Island
$142K
GIA
1603
GHP Investment Advisors
Colorado
$142K -$18.1K -75 -11%
CB
1604
Centennial Bank
Arkansas
$138K +$33.5K +139 +32%
PB
1605
Pinnacle Bancorp
Nebraska
$138K +$21K +87 +18%
BC
1606
Barrett & Company
Rhode Island
$137K
EDRH
1607
Edmond de Rothschild Holding
Switzerland
$130K +$86.7K +360 +200%
ATC
1608
Adirondack Trust Company
New York
$126K -$103K -357 -45%
CWC
1609
Carolinas Wealth Consulting
North Carolina
$126K
VWM
1610
Valley Wealth Managers
New Jersey
$125K
BCP
1611
Blue Chip Partners
Michigan
$124K +$241 +1 +0.2%
PSB
1612
Piscataqua Savings Bank
New Hampshire
$123K
O
1613
Ossiam
France
$122K +$31.1K +129 +34%
BGAI
1614
Bruce G. Allen Investments
Colorado
$119K +$119K +493 New
MIA
1615
MeadowBrook Investment Advisors
Michigan
$118K +$118K +490 New
FCAS
1616
First Command Advisory Services
Texas
$114K +$49.4K +205 +76%
PWMG
1617
Private Wealth Management Group
New Jersey
$114K +$114K +474 New
AP
1618
Americana Partners
Texas
$111K +$111K +16,575 New
EL
1619
EMFO LLC
Florida
$110K
TFM
1620
TFC Financial Management
Massachusetts
$110K
DCBT
1621
Dakota Community Bank & Trust
North Dakota
$109K +$6.26K +26 +6%
DMBA
1622
Deseret Mutual Benefit Administrators
Utah
$109K -$45K -187 -29%
PIS
1623
POM Investment Strategies
North Carolina
$107K +$107K +446 New
LWCFA
1624
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$105K -$68.7K -279 -39%
VAMG
1625
Voisard Asset Management Group
Michigan
$105K +$105K +436 New