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 %
EBA
1901
Eagle Bay Advisors
New York
$39.4K +$14.1K +45 +56%
DWA
1902
Delos Wealth Advisors
Texas
$39.4K -$23.1K -74 -37%
FSWA
1903
Financial Synergies Wealth Advisors
Texas
$39.1K
FP
1904
Financial Perspectives
Minnesota
$38.8K -$313 -1 -0.8%
CIR
1905
Clear Investment Research
Georgia
$38.3K
MAM
1906
Magellan Asset Management
Australia
$37.2K
DWS
1907
Dynamic Wealth Strategies
California
$37K
GWM
1908
Guardian Wealth Management
Illinois
$36.9K
RWPA
1909
Richard W. Paul & Associates
Michigan
$36.3K
DF
1910
Dunhill Financial
United Kingdom
$35.7K +$1.57K +5 +5%
RWA
1911
Redmont Wealth Advisors
Illinois
$33.1K +$33.1K +106 New
PP
1912
Pacifica Partners
Canada
$33K
CCM
1913
Chilton Capital Management
Texas
$31.9K -$13.4K -43 -30%
MLA
1914
MB, Levis & Associates
Pennsylvania
$31.6K
SWA
1915
SOA Wealth Advisors
New York
$31.3K
JFG
1916
JDM Financial Group
Texas
$31.3K
NMM
1917
Naples Money Management
Florida
$30.6K -$3.47M -11,100 -99%
CHA
1918
Carmichael Hill & Associates
Maryland
$30.6K
RS
1919
Rakuten Securities
Japan
$29.4K +$22.8K +73 +348%
MFT
1920
Moisand Fitzgerald Tamayo
Florida
$28.8K
WOC
1921
West Oak Capital
California
$28K +$28K +90 New
AIC
1922
Archer Investment Corporation
Indiana
$26.9K
AP
1923
Atwood & Palmer
Missouri
$26.6K +$15.6K +50 +143%
LF
1924
LifeSteps Financial
California
$25K +$25K +80 New
VCM
1925
Versant Capital Management
Arizona
$24.4K