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Eastern Bankshares

245 hedge funds and large institutions have $2.53B invested in Eastern Bankshares in 2024 Q4 according to their latest regulatory filings, with 28 funds opening new positions, 67 increasing their positions, 87 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,207% more call options, than puts

Call options by funds: $6.25M | Put options by funds: $478K

27% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 22

9% more capital invested

Capital invested by funds: $2.33B → $2.53B (+$201M)

2.39% more ownership

Funds ownership: 66.06%68.45% (+2.4%)

2% more funds holding

Funds holding: 241245 (+4)

23% less repeat investments, than reductions

Existing positions increased: 67 | Existing positions reduced: 87

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

Holders
245
Holders Change
+4
Holders Change %
+1.66%
% of All Funds
3.23%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
28
Increased
67
Reduced
87
Closed
22
Calls
$6.25M
Puts
$478K
Net Calls
+$5.77M
Net Calls Change
+$1.93M
Name Holding Trade Value Shares
Change
Change in
Stake
Janney Montgomery Scott
76
Janney Montgomery Scott
Pennsylvania
$1.88M -$78.6K -4,500 -4%
HSBC Holdings
77
HSBC Holdings
United Kingdom
$1.86M +$1.46M +83,629 +342%
NIM
78
Northeast Investment Management
Massachusetts
$1.76M
US Bancorp
79
US Bancorp
Minnesota
$1.76M
Russell Investments Group
80
Russell Investments Group
United Kingdom
$1.75M -$136K -7,789 -7%
BFA
81
Beaumont Financial Advisors
Massachusetts
$1.72M -$211K -12,069 -11%
CF
82
Corebridge Financial
Texas
$1.66M -$126K -7,242 -7%
Verition Fund Management
83
Verition Fund Management
Connecticut
$1.58M +$1.6M +91,698 New
PAM
84
Panagora Asset Management
Massachusetts
$1.55M +$13.7K +787 +0.9%
WPC
85
White Pine Capital
Minnesota
$1.42M -$6.2K -355 -0.4%
IIM
86
INTECH Investment Management
Florida
$1.39M +$846K +48,456 +152%
Focus Partners Wealth
87
Focus Partners Wealth
Massachusetts
$1.38M +$1.4M +80,062 New
AAM
88
Aureus Asset Management
Massachusetts
$1.31M -$105K -5,990 -7%
SPIA
89
Steward Partners Investment Advisory
New York
$1.25M +$177K +10,130 +16%
EFS
90
Essex Financial Services
Connecticut
$1.23M -$100K -5,751 -7%
Mariner
91
Mariner
Kansas
$1.19M -$350K -20,068 -23%
SWM
92
SeaCrest Wealth Management
New York
$1.19M -$26.2K -1,500 -2%
EP
93
Edgestream Partners
New Jersey
$1.07M -$4.64M -265,609 -81%
HighTower Advisors
94
HighTower Advisors
Illinois
$1.02M +$378K +21,621 +58%
BFIM
95
Beese Fulmer Investment Management
Ohio
$1.02M -$105K -6,000 -9%
Ensign Peak Advisors
96
Ensign Peak Advisors
Utah
$1M
ASRS
97
Arizona State Retirement System
Arizona
$971K +$7.49K +429 +0.8%
SW
98
SlateStone Wealth
Florida
$956K
ProShare Advisors
99
ProShare Advisors
Maryland
$938K +$312K +17,882 +49%
Holocene Advisors
100
Holocene Advisors
New York
$926K +$938K +53,694 New

EBC Hedge Fund Activity: Q4 2024 in Review

245 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Eastern Bankshares (EBC) for Q4 2024, worth a combined $2.53B — up 8.6% from $2.33B a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new EBC positions and 22 closed out — a net gain of 6 holders — while 67 added to existing stakes and 87 trimmed.

The largest buyer was Frontier Capital Management, adding an estimated $24.6M. The largest seller was Goldman Sachs, cutting an estimated $9.79M.

  • 245 institutional investors held Eastern Bankshares (EBC) as of Q4 2024, up from 241 in Q3 2024.
  • Funds reported $2.53B of Eastern Bankshares stock for Q4 2024, up 8.6% quarter-over-quarter.
  • 28 funds opened new Eastern Bankshares positions in Q4 2024 and 22 closed out, a net change of +6 holders.
  • The largest Eastern Bankshares buyer in Q4 2024 was Frontier Capital Management, an estimated $24.6M added.
  • The largest Eastern Bankshares seller in Q4 2024 was Goldman Sachs, an estimated $9.79M sold.

Based on aggregated 13F filings for Q4 2024.