2,105 hedge funds and large institutions have $105B invested in Eaton in 2024 Q3 according to their latest regulatory filings, with 199 funds opening new positions, 857 increasing their positions, 733 reducing their positions, and 122 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,105
Holders Change
+48
Holders Change %
+2.33%
% of All Funds
30.45%
Holding in Top 10
69
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+7.81%
% of All Funds
1%
New
199
Increased
857
Reduced
733
Closed
122
Calls
$1.18B
Puts
$820M
Net Calls
+$361M
Net Calls Change
-$120M
Name Holding Trade Value Shares
Change
Shares
Change %
SFG
1876
Sunburst Financial Group
Alabama
$206K +$206K +622 New
GSEP
1877
Golden State Equity Partners
California
$206K -$274K -827 -57%
BPFA
1878
Barnes Pettey Financial Advisors
Mississippi
$205K +$205K +620 New
EL
1879
EWA LLC
Pennsylvania
$205K +$205K +567 New
ECAM
1880
East Coast Asset Management
Massachusetts
$204K +$204K +617 New
XWM
1881
Xcel Wealth Management
Florida
$204K +$204K +616 New
LOPW
1882
Live Oak Private Wealth
North Carolina
$204K +$204K +616 New
AF
1883
Arrow Financial
New York
$204K
PWM
1884
PBMares Wealth Management
Virginia
$204K +$204K +614 New
LWCFA
1885
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$203K +$55.6K +161 +38%
CAM
1886
Creekmur Asset Management
Illinois
$203K
TT
1887
TI-Trust
Illinois
$203K +$203K +613 New
RTC
1888
Riverview Trust Company
Washington
$203K +$20.2K +61 +11%
AGC
1889
Aspen Grove Capital
Colorado
$203K +$203K +611 New
ACM
1890
Avalon Capital Management
California
$202K +$202K +608 New
CWS
1891
Cypress Wealth Services
California
$201K +$201K +606 New
GKIM
1892
GW&K Investment Management
Massachusetts
$199K +$1.66K +5 +0.8%
KB
1893
Kimelman & Baird
New York
$198K
HWA
1894
HHM Wealth Advisors
Tennessee
$197K
BLC
1895
Brown, Lisle/Cummings
Rhode Island
$196K
CPA
1896
Capital Performance Advisors
California
$195K +$195K +589 New
RMC
1897
Resources Management Corp
Connecticut
$191K
BGAI
1898
Bruce G. Allen Investments
Colorado
$191K +$44.7K +135 +31%
BC
1899
Barrett & Company
Rhode Island
$188K
CAS
1900
Coppell Advisory Solutions
Texas
$188K +$40.4K +123 +27%