Eastern Bankshares
150 hedge funds and large institutions have $1.79B invested in Eastern Bankshares in 2021 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 53 increasing their positions, 41 reducing their positions, and 15 closing their positions.
2,282% more call options, than puts
Call options by funds: $27.4M | Put options by funds: $1.15M
100% more first-time investments, than exits
New positions opened: 30 | Existing positions closed: 15
30% more capital invested
Capital invested by funds: $1.38B → $1.79B (+$409M)
29% more repeat investments, than reductions
Existing positions increased: 53 | Existing positions reduced: 41
10% more funds holding
Funds holding: 136 → 150 (+14)
4.33% more ownership
Funds ownership: 45.32% → 49.65% (+4.3%)
14% less funds holding in top 10
Funds holding in top 10: 7 → 6 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
State Street
Boston,
Massachusetts
|
+$80.1M |
| 2 |
American Century Companies
Kansas City,
Missouri
|
+$21.2M |
| 3 |
BlackRock
New York
|
+$13.9M |
| 4 |
FCM
FJ Capital Management
Mclean,
Virginia
|
+$10.3M |
| 5 |
EMFAT
Emerald Mutual Fund Advisers Trust
Leola,
Pennsylvania
|
+$7.76M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ensign Peak Advisors
Salt Lake City,
Utah
|
-$21.8M |
| 2 |
Wellington Management Group
Boston,
Massachusetts
|
-$15.4M |
| 3 |
OFCM
One Fin Capital Management
San Francisco,
California
|
-$13.2M |
| 4 |
ECA
Endeavour Capital Advisors
Greenwich,
Connecticut
|
-$11.6M |
| 5 |
NM
Newtyn Management
New York
|
-$6.08M |
EBC Hedge Fund Activity: Q1 2021 in Review
150 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Eastern Bankshares (EBC) for Q1 2021, worth a combined $1.79B — up 30% from $1.38B a quarter earlier.
Buyers outnumbered sellers: 30 funds opened new EBC positions and 15 closed out — a net gain of 15 holders — while 53 added to existing stakes and 41 trimmed.
The largest buyer was State Street, adding an estimated $80.1M. The largest seller was Ensign Peak Advisors, cutting an estimated $21.8M.
- 150 institutional investors held Eastern Bankshares (EBC) as of Q1 2021, up from 136 in Q4 2020.
- Funds reported $1.79B of Eastern Bankshares stock for Q1 2021, up 30% quarter-over-quarter.
- 30 funds opened new Eastern Bankshares positions in Q1 2021 and 15 closed out, a net change of +15 holders.
- The largest Eastern Bankshares buyer in Q1 2021 was State Street, an estimated $80.1M added.
- The largest Eastern Bankshares seller in Q1 2021 was Ensign Peak Advisors, an estimated $21.8M sold.
Based on aggregated 13F filings for Q1 2021.