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Eastern Bankshares

182 hedge funds and large institutions have $1.84B invested in Eastern Bankshares in 2021 Q2 according to their latest regulatory filings, with 44 funds opening new positions, 49 increasing their positions, 55 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

2,231% more call options, than puts

Call options by funds: $29.4M | Put options by funds: $1.26M

300% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 11

21% more funds holding

Funds holding: 150182 (+32)

3% more capital invested

Capital invested by funds: $1.79B → $1.84B (+$50.1M)

1.77% less ownership

Funds ownership: 49.65%47.89% (-1.8%)

11% less repeat investments, than reductions

Existing positions increased: 49 | Existing positions reduced: 55

33% less funds holding in top 10

Funds holding in top 10: 64 (-2)

Holders
182
Holders Change
+32
Holders Change %
+21.33%
% of All Funds
3.17%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.07%
New
44
Increased
49
Reduced
55
Closed
11
Calls
$29.4M
Puts
$1.26M
Net Calls
+$28.2M
Net Calls Change
+$1.92M
Name Holding Trade Value Shares
Change
Change in
Stake
Manulife (Manufacturers Life Insurance)
76
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1.88M +$51.9K +2,449 +3%
Citadel Advisors
77
Citadel Advisors
Florida
$1.85M +$1.91M +90,004 New
EFS
78
Essex Financial Services
Connecticut
$1.74M
LA
79
Lynch & Associates
Indiana
$1.73M
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
80
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$1.7M -$2.67M -125,800 -60%
Los Angeles Capital Management
81
Los Angeles Capital Management
California
$1.7M -$2.26M -106,400 -56%
AQR Capital Management
82
AQR Capital Management
Connecticut
$1.58M
SW
83
SteelPeak Wealth
California
$1.54M
MIM
84
MetLife Investment Management
New Jersey
$1.4M
OQS
85
Occudo Quantitative Strategies
Florida
$1.36M +$1.13M +53,390 +420%
EGM
86
Engineers Gate Manager
New York
$1.34M -$641K -30,221 -32%
HCM
87
Howland Capital Management
Massachusetts
$1.27M
OC
88
Oppenheimer & Close
New York
$1.22M -$1.33M -62,710 -51%
Acadian Asset Management
89
Acadian Asset Management
Massachusetts
$1.08M -$926K -43,692 -45%
BNP Paribas Asset Management
90
BNP Paribas Asset Management
France
$1.05M -$12.8M -601,723 -92%
FCH
91
Freestone Capital Holdings
Washington
$1.03M
Commonwealth Equity Services
92
Commonwealth Equity Services
Massachusetts
$1.02M +$52.1K +2,459 +5%
MLICM
93
Metropolitan Life Insurance Company (MetLife)
New York
$1.01M +$70.6K +3,329 +7%
ASRS
94
Arizona State Retirement System
Arizona
$940K +$968K +45,689 New
AAM
95
Aureus Asset Management
Massachusetts
$926K
ProShare Advisors
96
ProShare Advisors
Maryland
$917K +$4.64K +219 +0.5%
MC
97
Moors & Cabot
Massachusetts
$914K +$55K +2,594 +6%
VA
98
Valmark Advisers
Ohio
$910K +$68.9K +3,249 +8%
SEI Investments
99
SEI Investments
Pennsylvania
$882K -$2.02M -95,219 -69%
CC
100
Cannell & Co
New York
$864K

EBC Hedge Fund Activity: Q2 2021 in Review

182 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Eastern Bankshares (EBC) for Q2 2021, worth a combined $1.84B — up 2.8% from $1.79B a quarter earlier.

Buyers outnumbered sellers: 44 funds opened new EBC positions and 11 closed out — a net gain of 33 holders — while 49 added to existing stakes and 55 trimmed.

The largest buyer was Federated Hermes, opening a new position worth an estimated $35.8M. The largest seller was American Century Companies, cutting an estimated $50.8M.

  • 182 institutional investors held Eastern Bankshares (EBC) as of Q2 2021, up from 150 in Q1 2021.
  • Funds reported $1.84B of Eastern Bankshares stock for Q2 2021, up 2.8% quarter-over-quarter.
  • 44 funds opened new Eastern Bankshares positions in Q2 2021 and 11 closed out, a net change of +33 holders.
  • The largest Eastern Bankshares buyer in Q2 2021 was Federated Hermes, an estimated $35.8M added.
  • The largest Eastern Bankshares seller in Q2 2021 was American Century Companies, an estimated $50.8M sold.

Based on aggregated 13F filings for Q2 2021.