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 %
PWMG
1726
Provence Wealth Management Group
California
$26K
TVAMP
1727
Tennessee Valley Asset Management Partners
Tennessee
$25.4K +$25.4K +105 New
BCMLT
1728
Beacon Capital Management LLC (Tennessee)
Tennessee
$25.2K
MLA
1729
MB, Levis & Associates
Pennsylvania
$24.3K
SWA
1730
SOA Wealth Advisors
New York
$24.1K
JFG
1731
JDM Financial Group
Texas
$24.1K
PP
1732
Pacifica Partners
Canada
$23.9K
CHA
1733
Carmichael Hill & Associates
Maryland
$23.6K
MFT
1734
Moisand Fitzgerald Tamayo
Florida
$22.2K -$24.6K -102 -53%
APW
1735
Acima Private Wealth
Virginia
$21.4K
AIC
1736
Archer Investment Corporation
Indiana
$20.7K
FGAM
1737
Financial Gravity Asset Management
Texas
$20.4K +$19.9K +84 +4,200%
AWM
1738
Abound Wealth Management
Tennessee
$20K +$3.38K +14 +20%
PCMC
1739
Planning Capital Management Corporation
Pennsylvania
$19.7K +$19.7K +82 New
FSWA
1740
Financial Synergies Wealth Advisors
Texas
$19.6K
NFA
1741
Northwest Financial Advisors
Virginia
$19.6K +$19.6K +81 New
EBA
1742
Eagle Bay Advisors
New York
$19.5K -$3.13K -13 -14%
CQS
1743
Credential Qtrade Securities
$19.3K +$19.3K +80 New
VCM
1744
Versant Capital Management
Arizona
$18.8K +$963 +4 +5%
PA
1745
Pineridge Advisors
Missouri
$16.9K +$16.9K +70 New
SFA
1746
Semmax Financial Advisors
North Carolina
$16.6K
GEA
1747
Glen Eagle Advisors
New Jersey
$16.5K -$1.2K -5 -7%
CTWM
1748
Cherry Tree Wealth Management
Minnesota
$16.4K
LTI
1749
Laffer Tengler Investments
Tennessee
$15.7K +$15.7K +65 New
FPFS
1750
First Personal Financial Services
North Carolina
$12.8K