Eastern Bankshares
179 hedge funds and large institutions have $1.34B invested in Eastern Bankshares in 2023 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 65 increasing their positions, 59 reducing their positions, and 18 closing their positions.
193% more call options, than puts
Call options by funds: $2.7M | Put options by funds: $923K
11% more first-time investments, than exits
New positions opened: 20 | Existing positions closed: 18
10% more repeat investments, than reductions
Existing positions increased: 65 | Existing positions reduced: 59
5% more capital invested
Capital invested by funds: $1.27B → $1.34B (+$69.3M)
1.82% more ownership
Funds ownership: 58.74% → 60.56% (+1.8%)
0% more funds holding
Funds holding: 179 → 179 (0)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Janus Henderson Group
London,
United Kingdom
|
+$28.3M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
+$26.6M |
| 3 |
FCM
FJ Capital Management
Mclean,
Virginia
|
+$9.25M |
| 4 |
Dimensional Fund Advisors
Austin,
Texas
|
+$8.44M |
| 5 |
Citadel Advisors
Miami,
Florida
|
+$8.38M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
-$13.7M |
| 2 |
State Street
Boston,
Massachusetts
|
-$13.2M |
| 3 |
Millennium Management
New York
|
-$6.88M |
| 4 |
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
-$5.13M |
| 5 |
Bank of Montreal
Toronto,
Ontario, Canada
|
-$3.91M |
EBC Hedge Fund Activity: Q3 2023 in Review
179 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Eastern Bankshares (EBC) for Q3 2023, worth a combined $1.34B — up 5.5% from $1.27B a quarter earlier.
Buyers outnumbered sellers: 20 funds opened new EBC positions and 18 closed out — a net gain of 2 holders — while 65 added to existing stakes and 59 trimmed.
The largest buyer was Janus Henderson Group, adding an estimated $28.3M. The largest seller was Wellington Management Group, cutting an estimated $13.7M.
- 179 institutional investors held Eastern Bankshares (EBC) as of Q3 2023, unchanged from Q2 2023.
- Funds reported $1.34B of Eastern Bankshares stock for Q3 2023, up 5.5% quarter-over-quarter.
- 20 funds opened new Eastern Bankshares positions in Q3 2023 and 18 closed out, a net change of +2 holders.
- The largest Eastern Bankshares buyer in Q3 2023 was Janus Henderson Group, an estimated $28.3M added.
- The largest Eastern Bankshares seller in Q3 2023 was Wellington Management Group, an estimated $13.7M sold.
Based on aggregated 13F filings for Q3 2023.