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 %
IIM
1726
Ironwood Investment Management
Massachusetts
$224K +$224K +716 New
CFGS
1727
Concourse Financial Group Securities
Alabama
$224K -$23.5K -75 -10%
AWM
1728
Accurate Wealth Management
Florida
$222K -$51.5K -170 -19%
WAM
1729
Weatherly Asset Management
California
$221K +$221K +707 New
MAM
1730
McLean Asset Management
Virginia
$220K +$220K +702 New
IIM
1731
InTrack Investment Management
Vermont
$220K -$1.03M -3,287 -82%
BFG
1732
Berger Financial Group
Minnesota
$219K +$219K +701 New
DDPIC
1733
Deroy & Devereaux Private Investment Counsel
Michigan
$219K +$219K +700 New
KLC
1734
Knowledge Leaders Capital
Colorado
$218K -$450K -1,438 -67%
CTC
1735
Cetera Trust Company
Minnesota
$218K
RCM
1736
Radnor Capital Management
Pennsylvania
$218K -$243K -775 -53%
MBTD
1737
Mechanics Bank - Trust Department
California
$218K +$218K +697 New
FFA
1738
Fi3 Financial Advisors
Indiana
$218K +$218K +680 New
BOSSRA
1739
B.O.S.S. Retirement Advisors
Utah
$218K -$17.1K -71 -7%
HFS
1740
Heritage Financial Services
Massachusetts
$217K +$217K +695 New
BSHC
1741
Breed's Hill Capital
Massachusetts
$217K +$217K +695 New
JCM
1742
Jacobsen Capital Management
Utah
$217K +$217K +693 New
AWM
1743
Aviso Wealth Management
Washington
$216K +$216K +692 New
GI
1744
Gradient Investments
Minnesota
$216K -$33.1K -106 -13%
RT
1745
Rockland Trust
Massachusetts
$216K +$216K +691 New
NFSG
1746
Newbridge Financial Services Group
Florida
$216K +$130K +416 +152%
WA
1747
Win Advisors
Florida
$215K +$215K +689 New
AIM
1748
AHL Investment Management
Florida
$215K +$215K +689 New
HB
1749
HTLF Bank
Colorado
$215K +$215K +688 New
CAAS
1750
Capital Asset Advisory Services
Michigan
$215K +$215K +650 New