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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
AAM
101
Aureus Asset Management
Massachusetts
$914K
SEI Investments
102
SEI Investments
Pennsylvania
$870K
CC
103
Cannell & Co
New York
$853K
IWC
104
Integrated Wealth Concepts
Massachusetts
$812K +$765K +40,000 New
CAPTRUST Financial Advisors
105
CAPTRUST Financial Advisors
North Carolina
$796K +$257K +13,445 +52%
KeyBank National Association
106
KeyBank National Association
Ohio
$751K
CWM
107
Cabot Wealth Management
Massachusetts
$721K
Verition Fund Management
108
Verition Fund Management
Connecticut
$634K +$69.1K +3,611 +13%
Osaic Holdings
109
Osaic Holdings
Arizona
$583K +$113K +5,883 +26%
Citigroup
110
Citigroup
New York
$557K -$1.59M -82,955 -75%
Teacher Retirement System of Texas
111
Teacher Retirement System of Texas
Texas
$539K +$91.3K +4,773 +22%
SW
112
SteelPeak Wealth
California
$509K -$956K -49,950 -67%
BTW
113
Boston Trust Walden
Massachusetts
$507K
Two Sigma Advisers
114
Two Sigma Advisers
New York
$497K +$469K +24,500 New
AB
115
Amalgamated Bank
New York
$491K -$32.6K -1,706 -7%
Dimensional Fund Advisors
116
Dimensional Fund Advisors
Texas
$486K +$459K +23,965 New
ProShare Advisors
117
ProShare Advisors
Maryland
$447K -$432K -22,552 -51%
Janney Montgomery Scott
118
Janney Montgomery Scott
Pennsylvania
$434K -$65.2K -3,409 -14%
BFS
119
Bickling Financial Services
Massachusetts
$406K
NIM
120
Northeast Investment Management
Massachusetts
$406K
SW
121
SVB Wealth
Massachusetts
$406K
SSA
122
Schonfeld Strategic Advisors
New York
$392K -$183K -9,540 -33%
Principal Financial Group
123
Principal Financial Group
Iowa
$387K -$45.7K -2,390 -11%
BWM
124
Baystate Wealth Management
Massachusetts
$380K +$277K +14,501 +346%
TC
125
TwinBeech Capital
New York
$379K +$357K +18,679 New

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.