2,057 hedge funds and large institutions have $103B invested in Eaton in 2024 Q2 according to their latest regulatory filings, with 190 funds opening new positions, 766 increasing their positions, 794 reducing their positions, and 93 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,057
Holders Change
+70
Holders Change %
+3.52%
% of All Funds
29.92%
Holding in Top 10
64
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-9.86%
% of All Funds
0.93%
New
190
Increased
766
Reduced
794
Closed
93
Calls
$1.19B
Puts
$709M
Net Calls
+$481M
Net Calls Change
-$407M
Name Holding Trade Value Shares
Change
Shares
Change %
CWM
1926
Cedar Wealth Management
California
$72.4K
IFAM
1927
Institutional & Family Asset Management
Colorado
$72.1K -$14.7K -47 -17%
S
1928
Sachetta
Massachusetts
$71.2K -$7.47K -26 -9%
FFC
1929
First Financial Corp
Indiana
$70.9K +$6.27K +20 +10%
SR
1930
Syntax Research
Florida
$70.5K
AT
1931
Arlington Trust
Alabama
$68.7K
AAG
1932
Armstrong Advisory Group
Massachusetts
$68K -$16.9K -54 -20%
CYG
1933
Clean Yield Group
Vermont
$67.7K
DP
1934
Denver PWM
Colorado
$67.1K +$67.1K +214 New
MAM
1935
Meeder Asset Management
Ohio
$66.2K -$355K -1,133 -84%
WAS
1936
Winch Advisory Services
Wisconsin
$65.9K +$314 +1 +0.5%
BIA
1937
Bell Investment Advisors
California
$65.8K +$627 +2 +1%
CCA
1938
Criterion Capital Advisors
Tennessee
$64.9K -$52K -166 -45%
AT
1939
Avalon Trust
New Mexico
$62.7K
WIM
1940
Westside Investment Management
California
$62.1K +$7.21K +23 +13%
CIA
1941
Cape Investment Advisory
Georgia
$60.5K
FFA
1942
Fairfield Financial Advisors
Massachusetts
$58K +$58K +185 New
MWM
1943
Mascoma Wealth Management
New Hampshire
$56.8K +$9.72K +31 +21%
CWM
1944
Cranbrook Wealth Management
Michigan
$55.8K
FFA
1945
Frazier Financial Advisors
Ohio
$54.2K +$627 +2 +1%
TCM
1946
Tradewinds Capital Management
Washington
$53.3K +$4.7K +15 +10%
CCC
1947
Chelsea Counsel Company
California
$53.3K +$47K +150 +750%
SIC
1948
SJS Investment Consulting
Ohio
$52.4K
VWA
1949
Valued Wealth Advisors
Utah
$52.4K +$1.25K +4 +2%
SN
1950
Sittner & Nelson
Oregon
$51.1K