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Eastern Bankshares

194 hedge funds and large institutions have $1.67B invested in Eastern Bankshares in 2024 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 82 increasing their positions, 52 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

194% more call options, than puts

Call options by funds: $2.54M | Put options by funds: $864K

58% more repeat investments, than reductions

Existing positions increased: 82 | Existing positions reduced: 52

16% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 25

1.96% more ownership

Funds ownership: 65.61%67.57% (+2%)

5% more capital invested

Capital invested by funds: $1.59B → $1.67B (+$73.6M)

0% more funds holding

Funds holding: 194194 (0)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

Holders
194
Holders Change
Holders Change %
0%
% of All Funds
2.8%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
29
Increased
82
Reduced
52
Closed
25
Calls
$2.54M
Puts
$864K
Net Calls
+$1.67M
Net Calls Change
+$511K
Name Holding Trade Value Shares
Change
Change in
Stake
WPP
101
Whalerock Point Partners
Rhode Island
$704K +$204K +15,319 +44%
KTA
102
Keeley-Teton Advisors
Illinois
$699K
CWM
103
Congress Wealth Management
Massachusetts
$699K +$664K +50,000 New
EP
104
Edgestream Partners
New Jersey
$694K +$440K +33,151 +201%
Stifel Financial
105
Stifel Financial
Missouri
$625K +$69.3K +5,217 +13%
ASRS
106
Arizona State Retirement System
Arizona
$621K +$10.8K +814 +2%
State Board of Administration of Florida Retirement System
107
State Board of Administration of Florida Retirement System
Florida
$619K +$406K +30,560 +223%
TRCT
108
Tower Research Capital (TRC)
New York
$619K +$567K +42,706 +2,768%
RT
109
Rockland Trust
Massachusetts
$612K +$325K +24,480 +127%
SEI Investments
110
SEI Investments
Pennsylvania
$557K -$20.2K -1,520 -4%
IWC
111
Integrated Wealth Concepts
Massachusetts
$542K +$6.64K +500 +1%
CIC
112
Cornercap Investment Counsel
Georgia
$540K
Zurich Cantonal Bank
113
Zurich Cantonal Bank
Switzerland
$538K +$28.9K +2,173 +6%
Citadel Advisors
114
Citadel Advisors
Florida
$513K +$488K +36,731 New
LA
115
Lynch & Associates
Indiana
$489K
Victory Capital Management
116
Victory Capital Management
Texas
$429K -$12.6K -945 -3%
Handelsbanken Fonder
117
Handelsbanken Fonder
Sweden
$417K +$12K +900 +3%
LHC
118
Little House Capital
Massachusetts
$413K +$392K +29,526 New
FWM
119
Finer Wealth Management
Massachusetts
$393K +$1.59K +120 +0.4%
HCM
120
Howland Capital Management
Massachusetts
$391K -$93K -7,000 -20%
DFCM
121
Dark Forest Capital Management
Puerto Rico
$390K +$370K +27,885 New
Franklin Resources
122
Franklin Resources
California
$385K -$44.2K -3,324 -11%
ORC
123
O'Rourke & Company
Massachusetts
$357K -$86.4K -6,500 -20%
KeyBank National Association
124
KeyBank National Association
Ohio
$307K +$4.21K +317 +1%
SPP
125
Single Point Partners
Massachusetts
$295K

EBC Hedge Fund Activity: Q2 2024 in Review

194 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Eastern Bankshares (EBC) for Q2 2024, worth a combined $1.67B — up 4.6% from $1.59B a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new EBC positions and 25 closed out — a net gain of 4 holders — while 82 added to existing stakes and 52 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $18.8M. The largest seller was T. Rowe Price Investment Management, cutting an estimated $26M.

  • 194 institutional investors held Eastern Bankshares (EBC) as of Q2 2024, unchanged from Q1 2024.
  • Funds reported $1.67B of Eastern Bankshares stock for Q2 2024, up 4.6% quarter-over-quarter.
  • 29 funds opened new Eastern Bankshares positions in Q2 2024 and 25 closed out, a net change of +4 holders.
  • The largest Eastern Bankshares buyer in Q2 2024 was Fidelity Investments, an estimated $18.8M added.
  • The largest Eastern Bankshares seller in Q2 2024 was T. Rowe Price Investment Management, an estimated $26M sold.

Based on aggregated 13F filings for Q2 2024.