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Eastern Bankshares

175 hedge funds and large institutions have $1.82B invested in Eastern Bankshares in 2021 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 59 increasing their positions, 53 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

2,209% more call options, than puts

Call options by funds: $23.1M | Put options by funds: $999K

11% more repeat investments, than reductions

Existing positions increased: 59 | Existing positions reduced: 53

0.13% more ownership

Funds ownership: 47.89%48.02% (+0.13%)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

1% less capital invested

Capital invested by funds: $1.84B → $1.82B (-$17.8M)

4% less funds holding

Funds holding: 182175 (-7)

22% less first-time investments, than exits

New positions opened: 21 | Existing positions closed: 27

Holders
175
Holders Change
-7
Holders Change %
-3.85%
% of All Funds
3.06%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
21
Increased
59
Reduced
53
Closed
27
Calls
$23.1M
Puts
$999K
Net Calls
+$22.1M
Net Calls Change
-$6.09M
Name Holding Trade Value Shares
Change
Change in
Stake
PCM
51
Polaris Capital Management
Massachusetts
$4.06M
NAMM
52
NorthStar Asset Management (Massachusetts)
Massachusetts
$3.93M +$479K +25,006 +15%
DMK
53
David M. Knott
$3.86M -$191K -10,000 -5%
ACA
54
Anchor Capital Advisors
Massachusetts
$3.59M +$76K +3,973 +2%
Allianz Asset Management
55
Allianz Asset Management
Germany
$3.55M +$3.34M +174,659 New
HF
56
HRT Financial
New York
$3.43M +$779K +40,718 +32%
Citadel Advisors
57
Citadel Advisors
Florida
$3.35M +$1.43M +74,981 +83%
BFM
58
Boothbay Fund Management
New York
$3.03M -$16.9K -881 -0.6%
CS
59
Credit Suisse
Switzerland
$2.96M +$147K +7,697 +6%
UBS AM
60
UBS AM
Illinois
$2.96M +$35.2K +1,838 +1%
Invesco
61
Invesco
Georgia
$2.88M +$145K +7,578 +6%
BFA
62
Beaumont Financial Advisors
Massachusetts
$2.87M +$8.34K +436 +0.3%
Morgan Stanley
63
Morgan Stanley
New York
$2.81M -$4.31M -225,428 -62%
Legal & General Group
64
Legal & General Group
United Kingdom
$2.75M +$636K +33,213 +32%
WC
65
Walthausen & Co
New York
$2.68M -$88.2K -4,610 -3%
New York State Common Retirement Fund
66
New York State Common Retirement Fund
New York
$2.51M -$518K -27,054 -18%
SWM
67
SeaCrest Wealth Management
New York
$2.4M
SG Americas Securities
68
SG Americas Securities
New York
$2.03M +$1.71M +89,268 +838%
BFIM
69
Beese Fulmer Investment Management
Ohio
$1.99M +$24.9K +1,300 +1%
PCM
70
Portolan Capital Management
Massachusetts
$1.94M
HAI
71
Hennessy Advisors Inc
California
$1.93M +$1.82M +95,000 New
AIG
72
American International Group
New York
$1.91M -$42.8K -2,234 -2%
Adage Capital Partners
73
Adage Capital Partners
Massachusetts
$1.84M -$1.2M -62,520 -41%
EFS
74
Essex Financial Services
Connecticut
$1.81M -$14.7K -767 -0.9%
Royal Bank of Canada
75
Royal Bank of Canada
Ontario, Canada
$1.73M +$1.08M +56,649 +200%

EBC Hedge Fund Activity: Q3 2021 in Review

175 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Eastern Bankshares (EBC) for Q3 2021, worth a combined $1.82B — down 0.97% from $1.84B a quarter earlier.

Sellers outnumbered buyers: 27 funds closed out of EBC and 21 opened new positions — a net loss of 6 holders — while 53 trimmed existing stakes and 59 added.

The largest buyer was Goldman Sachs, adding an estimated $29.2M. The largest seller was State Street, cutting an estimated $18.7M.

  • 175 institutional investors held Eastern Bankshares (EBC) as of Q3 2021, down from 182 in Q2 2021.
  • Funds reported $1.82B of Eastern Bankshares stock for Q3 2021, down 0.97% quarter-over-quarter.
  • 21 funds opened new Eastern Bankshares positions in Q3 2021 and 27 closed out, a net change of -6 holders.
  • The largest Eastern Bankshares buyer in Q3 2021 was Goldman Sachs, an estimated $29.2M added.
  • The largest Eastern Bankshares seller in Q3 2021 was State Street, an estimated $18.7M sold.

Based on aggregated 13F filings for Q3 2021.