1,987 hedge funds and large institutions have $103B invested in Eaton in 2024 Q1 according to their latest regulatory filings, with 280 funds opening new positions, 670 increasing their positions, 755 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,987
Holders Change
+183
Holders Change %
+10.14%
% of All Funds
28.8%
Holding in Top 10
71
Holding in Top 10 Change
+18
Holding in Top 10 Change %
+33.96%
% of All Funds
1.03%
New
280
Increased
670
Reduced
755
Closed
74
Calls
$1.59B
Puts
$706M
Net Calls
+$887M
Net Calls Change
+$446M
Name Holding Trade Value Shares
Change
Shares
Change %
FA
1601
FSA Advisors
Michigan
$284K +$284K +907 New
BDA
1602
Borer Denton & Associates
Pennsylvania
$283K
RFO
1603
RiverGlades Family Offices
Florida
$283K
WP
1604
Westmount Partners
California
$282K +$4.69K +15 +2%
I
1605
INVST
Indiana
$282K +$312 +1 +0.1%
NCTC
1606
New Covenant Trust Company
Indiana
$280K +$280K +895 New
FMTC
1607
Farmers & Merchants Trust Company
California
$279K -$33.1K -106 -11%
AWM
1608
Aries Wealth Management
Maine
$279K
AF
1609
Apexium Financial
Texas
$279K -$27.3K -87 -9%
LWM
1610
Lakeridge Wealth Management
Ohio
$279K +$938 +3 +0.3%
AIFAIM
1611
American Institute for Advanced Investment Management
Arizona
$279K -$18.1K -58 -6%
HWM
1612
Hohimer Wealth Management
Washington
$278K -$64.1K -205 -19%
KFP
1613
KMG Fiduciary Partners
Ohio
$278K +$278K +888 New
CFS
1614
Commonwealth Financial Services
West Virginia
$277K
FBT
1615
First Bankers Trust
Kentucky
$277K +$277K +887 New
SRC
1616
Sage Rhino Capital
California
$276K -$21.9K -70 -7%
CST
1617
Charles Schwab Trust
Nevada
$275K +$5.63K +18 +2%
FA
1618
Fermata Advisors
California
$275K
HCA
1619
Horan Capital Advisors
Ohio
$274K
FAG
1620
Financial Advisory Group
Texas
$273K -$5.63K -18 -2%
SIAG
1621
Safeguard Investment Advisory Group
California
$273K -$9.06K -29 -3%
CCA
1622
Childress Capital Advisors
Texas
$273K -$59.1K -189 -18%
PAM
1623
Peak Asset Management
Colorado
$272K +$2.81K +9 +1%
D
1624
Diversified
Delaware
$270K +$3.44K +11 +1%
MAM
1625
Morse Asset Management
Connecticut
$270K +$270K +865 New