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Eastern Bankshares

241 hedge funds and large institutions have $2.33B invested in Eastern Bankshares in 2024 Q3 according to their latest regulatory filings, with 68 funds opening new positions, 106 increasing their positions, 37 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

499% more call options, than puts

Call options by funds: $4.6M | Put options by funds: $768K

224% more first-time investments, than exits

New positions opened: 68 | Existing positions closed: 21

186% more repeat investments, than reductions

Existing positions increased: 106 | Existing positions reduced: 37

40% more capital invested

Capital invested by funds: $1.67B → $2.33B (+$667M)

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

24% more funds holding

Funds holding: 194241 (+47)

1.51% less ownership

Funds ownership: 67.57%66.06% (-1.5%)

Holders
241
Holders Change
+47
Holders Change %
+24.23%
% of All Funds
3.46%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
68
Increased
106
Reduced
37
Closed
21
Calls
$4.6M
Puts
$768K
Net Calls
+$3.83M
Net Calls Change
+$2.16M
Name Holding Trade Value Shares
Change
Change in
Stake
EWA
226
EverSource Wealth Advisors
Alabama
$2.57K +$474 +30 +24%
GRP
227
Global Retirement Partners
California
$2.02K
Simplex Trading
228
Simplex Trading
Illinois
$2K -$9.66K -611 -81%
CAL
229
Capital Advisors Ltd
Ohio
$2K
PWMG
230
Private Wealth Management Group
New Jersey
$1.54K
JWA
231
JFS Wealth Advisors
Pennsylvania
$1.07K +$459 +29 +81%
CPA
232
Capital Performance Advisors
California
$852 +$822 +52 New
Comerica Bank
233
Comerica Bank
Texas
$710 +$680 +43 New
HNB
234
Huntington National Bank
Ohio
$541 +$522 +33 New
SIC
235
SJS Investment Consulting
Ohio
$410
AssetMark Inc
236
AssetMark Inc
California
$393 +$379 +24 New
DPW
237
DiNuzzo Private Wealth
Pennsylvania
$246
CA
238
Claris Advisors
Missouri
$115 +$111 +7 New
National Bank of Canada
239
National Bank of Canada
Quebec, Canada
$16 +$16 +1 New
Voloridge Investment Management
240
Voloridge Investment Management
Florida
-$6.33M -452,731 Closed
JAM
241
Jupiter Asset Management
United Kingdom
-$4.81M -344,380 Closed
MOACM
242
Mutual of America Capital Management
New York
-$4.48M -320,137 Closed
BFM
243
Boothbay Fund Management
New York
-$3.91M -279,545 Closed
HF
244
HRT Financial
New York
-$2.51M -179,620 Closed
PFO
245
PMC FIG Opportunities
Israel
-$2.38M -170,455 Closed
D.E. Shaw & Co
246
D.E. Shaw & Co
New York
-$1.7M -121,614 Closed
CANY
247
Caxton Associates (New York)
New York
-$1.18M -84,699 Closed
Arrowstreet Capital
248
Arrowstreet Capital
Massachusetts
-$919K -65,744 Closed
Walleye Capital
249
Walleye Capital
New York
-$839K -60,000 Closed
Balyasny Asset Management
250
Balyasny Asset Management
Illinois
-$832K -59,483 Closed

EBC Hedge Fund Activity: Q3 2024 in Review

241 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Eastern Bankshares (EBC) for Q3 2024, worth a combined $2.33B — up 40% from $1.67B a quarter earlier.

Buyers outnumbered sellers: 68 funds opened new EBC positions and 21 closed out — a net gain of 47 holders — while 106 added to existing stakes and 37 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $77.7M. The largest seller was FJ Capital Management, cutting an estimated $24.3M.

  • 241 institutional investors held Eastern Bankshares (EBC) as of Q3 2024, up from 194 in Q2 2024.
  • Funds reported $2.33B of Eastern Bankshares stock for Q3 2024, up 40% quarter-over-quarter.
  • 68 funds opened new Eastern Bankshares positions in Q3 2024 and 21 closed out, a net change of +47 holders.
  • The largest Eastern Bankshares buyer in Q3 2024 was Fidelity Investments, an estimated $77.7M added.
  • The largest Eastern Bankshares seller in Q3 2024 was FJ Capital Management, an estimated $24.3M sold.

Based on aggregated 13F filings for Q3 2024.