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 %
OL
1676
Optas LLC
Texas
$247K +$247K +791 New
AA
1677
Auxano Advisors
Washington
$246K +$246K +787 New
QPWM
1678
Quadrant Private Wealth Management
Pennsylvania
$244K +$244K +781 New
SPI
1679
Sutton Place Investors
New York
$244K +$244K +781 New
A
1680
Allianz
Germany
$244K +$244K +780 New
BFS
1681
Burkett Financial Services
South Carolina
$244K
CWM
1682
Centric Wealth Management
Illinois
$244K -$10.5K -33 -4%
AIM
1683
Acropolis Investment Management
Missouri
$244K
GC
1684
Gibson Capital
Pennsylvania
$243K +$243K +778 New
KMWM
1685
Keudell/Morrison Wealth Management
Oregon
$242K -$110K -351 -31%
CWG
1686
Crown Wealth Group
North Carolina
$242K +$242K +775 New
T
1687
TrueFG
Texas
$242K +$242K +775 New
PEA
1688
Park Edge Advisors
Ohio
$242K +$242K +774 New
CCG
1689
Ceeto Capital Group
Florida
$242K +$242K +773 New
SWG
1690
Summit Wealth Group
Vermont
$242K +$242K +773 New
KAS
1691
KPP Advisory Services
Kentucky
$241K +$241K +772 New
CPA
1692
Cardiff Park Advisors
California
$241K +$241K +770 New
CA
1693
Calton & Associates
Florida
$240K -$51K -163 -17%
FWM
1694
Forza Wealth Management
Florida
$240K +$240K +767 New
PWMG
1695
Prestige Wealth Management Group
New Jersey
$239K
SBIA
1696
Sheaff Brock Investment Advisors
Indiana
$238K -$1.27M -4,068 -84%
NW
1697
Naviter Wealth
Arkansas
$238K +$238K +761 New
HWP
1698
Hibernia Wealth Partners
Louisiana
$238K +$238K +761 New
JWBC
1699
J.W. Burns & Co
New York
$238K +$238K +760 New
PTB
1700
Pioneer Trust Bank
Oregon
$237K +$237K +758 New