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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
State of New Jersey Common Pension Fund D
76
State of New Jersey Common Pension Fund D
New Jersey
$1.94M +$1.87M +118,564 New
Victory Capital Management
77
Victory Capital Management
Texas
$1.93M +$1.37M +86,819 +283%
Janney Montgomery Scott
78
Janney Montgomery Scott
Pennsylvania
$1.86M -$215K -13,586 -11%
MIM
79
MetLife Investment Management
New Jersey
$1.84M +$349K +22,048 +25%
BFA
80
Beaumont Financial Advisors
Massachusetts
$1.83M +$7.68K +486 +0.4%
TD Asset Management
81
TD Asset Management
Ontario, Canada
$1.8M +$31.6K +2,000 +2%
Russell Investments Group
82
Russell Investments Group
United Kingdom
$1.79M +$1.67M +105,356 +2,770%
Deutsche Bank
83
Deutsche Bank
Germany
$1.78M +$625K +39,499 +57%
Mirae Asset Global ETFs Holdings
84
Mirae Asset Global ETFs Holdings
Hong Kong
$1.73M +$435K +27,525 +35%
CF
85
Corebridge Financial
Texas
$1.69M +$309K +19,563 +23%
NIM
86
Northeast Investment Management
Massachusetts
$1.67M +$1.61M +101,923 New
US Bancorp
87
US Bancorp
Minnesota
$1.67M +$1.58M +100,154 +5,933%
PAM
88
Panagora Asset Management
Massachusetts
$1.46M +$17.8K +1,127 +1%
Mariner
89
Mariner
Kansas
$1.46M +$528K +33,377 +60%
VF
90
Vest Financial
Virginia
$1.45M +$45.3K +2,868 +3%
WPC
91
White Pine Capital
Minnesota
$1.35M +$481K +30,421 +58%
AAM
92
Aureus Asset Management
Massachusetts
$1.34M +$1.12M +71,053 +659%
AI
93
Atom Investors
Texas
$1.28M -$4.16M -262,902 -77%
EFS
94
Essex Financial Services
Connecticut
$1.28M -$11.2K -709 -0.9%
SWM
95
SeaCrest Wealth Management
New York
$1.15M +$99.2K +6,274 +10%
BFIM
96
Beese Fulmer Investment Management
Ohio
$1.07M
SPIA
97
Steward Partners Investment Advisory
New York
$1.03M +$5.3K +335 +0.5%
Ensign Peak Advisors
98
Ensign Peak Advisors
Utah
$951K
Ohio Public Employees Retirement System (OPERS)
99
Ohio Public Employees Retirement System (OPERS)
Ohio
$917K +$316 +20 +0%
ASRS
100
Arizona State Retirement System
Arizona
$915K +$180K +11,402 +26%

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.