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 %
NCM
1751
Northwest Capital Management
Oregon
$12.3K
AP
1752
Aspect Partners
Virginia
$12.3K +$12.3K +51 New
CWM
1753
CarsonAllaria Wealth Management
Illinois
$12K
WAM
1754
WFA Asset Management
Wisconsin
$12K
HWM
1755
Horizons Wealth Management
North Carolina
$12K
GIM
1756
Gold Investment Management
Alberta, Canada
$12K +$12K +50 New
UOTTAIMCU
1757
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$12K +$12K +50 New
GWSA
1758
Global Wealth Strategies & Associates
Colorado
$11.6K
LAM
1759
Lummis Asset Management
Texas
$11.6K +$11.6K +48 New
PPWM
1760
PFG Private Wealth Management
Florida
$11.6K +$11.6K +48 New
AP
1761
Advisors Preferred
Maryland
$11.2K
SC
1762
Solstein Capital
California
$11.1K
LIWM
1763
Long Island Wealth Management
New York
$11K +$11K +45 New
NMG
1764
New Millennium Group
Utah
$10.7K
OLVIG
1765
Oliver Lagore Vanvalin Investment Group
Michigan
$10.4K +$723 +3 +8%
TFA
1766
Toth Financial Advisory
Virginia
$10.1K
CBT
1767
Central Bank & Trust
Kentucky
$10.1K
RTL
1768
Red Tortoise LLC
Georgia
$9.15K
CMP
1769
Coston McIsaac & Partners
Maine
$9K
JFA
1770
JNBA Financial Advisors
Minnesota
$8.91K -$5.54K -23 -38%
SIC
1771
SJS Investment Consulting
Ohio
$8.67K -$482 -2 -5%
HWM
1772
HighMark Wealth Management
Minnesota
$8.67K
AFS
1773
Annapolis Financial Services
Maryland
$8.67K
CT
1774
Clearstead Trust
Maine
$8.43K
SWM
1775
Sugarloaf Wealth Management
Georgia
$8.43K