Eastern Bankshares
212 hedge funds and large institutions have $2.1B invested in Eastern Bankshares in 2022 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 73 increasing their positions, 66 reducing their positions, and 17 closing their positions.
176% more call options, than puts
Call options by funds: $8.82M | Put options by funds: $3.19M
88% more first-time investments, than exits
New positions opened: 32 | Existing positions closed: 17
11% more capital invested
Capital invested by funds: $1.89B → $2.1B (+$207M)
11% more repeat investments, than reductions
Existing positions increased: 73 | Existing positions reduced: 66
7% more funds holding
Funds holding: 198 → 212 (+14)
2.72% more ownership
Funds ownership: 50.24% → 52.96% (+2.7%)
33% less funds holding in top 10
Funds holding in top 10: 3 → 2 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital Research Global Investors
Los Angeles,
California
|
+$61.7M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
+$29M |
| 3 |
State Street
Boston,
Massachusetts
|
+$14.2M |
| 4 |
Impax Asset Management Group
London,
United Kingdom
|
+$14.2M |
| 5 |
GIP
Granite Investment Partners
El Segundo,
California
|
+$12.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EA
Emerald Advisers
Leola,
Pennsylvania
|
-$31.5M |
| 2 |
EMFAT
Emerald Mutual Fund Advisers Trust
Leola,
Pennsylvania
|
-$25.4M |
| 3 |
DCM
Driehaus Capital Management
Chicago,
Illinois
|
-$22.3M |
| 4 |
Wellington Management Group
Boston,
Massachusetts
|
-$7.86M |
| 5 |
MI
M3F Inc
Salt Lake City,
Utah
|
-$5.69M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CI
226
Cordant Inc
Portland,
Oregon
| – | +$256 | +12 | New |
|
227
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| – | +$277 | +13 | New |
|
|
JWA
228
JFS Wealth Advisors
Hermitage,
Pennsylvania
| – | +$319 | +15 | New |
|
EBC Hedge Fund Activity: Q1 2022 in Review
212 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Eastern Bankshares (EBC) for Q1 2022, worth a combined $2.1B — up 11% from $1.89B a quarter earlier.
Buyers outnumbered sellers: 32 funds opened new EBC positions and 17 closed out — a net gain of 15 holders — while 73 added to existing stakes and 66 trimmed.
The largest buyer was Capital Research Global Investors, opening a new position worth an estimated $61.7M. The largest seller was Emerald Advisers, cutting an estimated $31.5M.
- 212 institutional investors held Eastern Bankshares (EBC) as of Q1 2022, up from 198 in Q4 2021.
- Funds reported $2.1B of Eastern Bankshares stock for Q1 2022, up 11% quarter-over-quarter.
- 32 funds opened new Eastern Bankshares positions in Q1 2022 and 17 closed out, a net change of +15 holders.
- The largest Eastern Bankshares buyer in Q1 2022 was Capital Research Global Investors, an estimated $61.7M added.
- The largest Eastern Bankshares seller in Q1 2022 was Emerald Advisers, an estimated $31.5M sold.
Based on aggregated 13F filings for Q1 2022.