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
26.45%
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 %
Corient Private Wealth
151
Corient Private Wealth
Florida
$43.5M +$2.02M +8,386 +5%
IIM
152
INTECH Investment Management
Florida
$42.8M -$7.47M -31,015 -15%
ASC
153
Atalanta Sosnoff Capital
New York
$42.6M +$18.3M +76,193 +76%
CP
154
Cumberland Partners
Ontario, Canada
$42.3M -$393K -1,815 -0.9%
Aberdeen Group
155
Aberdeen Group
United Kingdom
$41.9M +$13.5M +56,065 +48%
UB
156
UMB Bank
Missouri
$40.9M +$206K +855 +0.5%
Creative Planning
157
Creative Planning
Kansas
$40.5M -$17.4M -72,084 -30%
CFB
158
Cullen/Frost Bankers
Texas
$40.5M -$2.74M -11,359 -6%
LPU
159
Lansdowne Partners (UK)
United Kingdom
$40.3M -$10.7M -44,362 -21%
BHC
160
Bowen Hanes & Co
Florida
$39.9M -$1.94M -8,040 -5%
KCM
161
Kodai Capital Management
Illinois
$39.1M +$39.1M +162,408 New
JLBC
162
J.L. Bainbridge & Co
Florida
$38.7M -$556K -2,310 -1%
ATN
163
AMF Tjänstepension
Sweden
$36.9M +$2.79M +11,600 +8%
DAM
164
Delta Asset Management
Tennessee
$36.9M -$674K -2,797 -2%
FWCM
165
Ferguson Wellman Capital Management
Oregon
$36.6M -$60.4K -251 -0.2%
Osaic Holdings
166
Osaic Holdings
Arizona
$36.6M -$8.25M -34,231 -18%
BCM
167
Bornite Capital Management
New York
$36.5M -$12.8M -53,290 -26%
WHG
168
Westwood Holdings Group
Texas
$36.2M -$81.4M -338,098 -69%
Mackenzie Financial
169
Mackenzie Financial
Ontario, Canada
$35.8M -$8.65M -35,919 -19%
APG Asset Management
170
APG Asset Management
Netherlands
$35.6M +$2.56M +11,754 +8%
CT
171
Cambridge Trust
Massachusetts
$35.4M -$4.44M -18,450 -11%
DSA
172
Davis Selected Advisers
Arizona
$35M -$215K -894 -0.6%
CIC
173
Chilton Investment Company
Connecticut
$34.9M +$7.11M +29,537 +26%
Mercer Global Advisors
174
Mercer Global Advisors
Colorado
$34.8M -$261K -1,084 -0.7%
Commonwealth Equity Services
175
Commonwealth Equity Services
Massachusetts
$34M +$1.02M +4,234 +3%