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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
SW
101
SlateStone Wealth
Florida
$909K
CAG
102
Crestwood Advisors Group
Massachusetts
$856K +$825K +52,198 New
SEI Investments
103
SEI Investments
Pennsylvania
$854K +$194K +12,269 +31%
WPP
104
Whalerock Point Partners
Rhode Island
$825K
CWM
105
Congress Wealth Management
Massachusetts
$820K
Two Sigma Investments
106
Two Sigma Investments
New York
$775K -$1.21M -76,222 -62%
TI
107
Tidal Investments
Wisconsin
$761K +$734K +46,412 New
SCA
108
Sippican Capital Advisors
Massachusetts
$744K +$717K +45,364 New
KTA
109
Keeley-Teton Advisors
Illinois
$738K -$79.1K -5,000 -10%
State Board of Administration of Florida Retirement System
110
State Board of Administration of Florida Retirement System
Florida
$725K
MC
111
Moors & Cabot
Massachusetts
$710K -$123K -7,749 -15%
Zurich Cantonal Bank
112
Zurich Cantonal Bank
Switzerland
$675K +$43.2K +2,733 +7%
HCM
113
Howland Capital Management
Massachusetts
$655K +$190K +11,988 +43%
Stifel Financial
114
Stifel Financial
Missouri
$647K -$82.5K -5,217 -12%
HighTower Advisors
115
HighTower Advisors
Illinois
$616K +$329K +20,781 +124%
ProShare Advisors
116
ProShare Advisors
Maryland
$598K +$248K +15,692 +76%
LA
117
Lynch & Associates
Indiana
$574K
CIC
118
Cornercap Investment Counsel
Georgia
$551K -$78.7K -4,980 -13%
A
119
AlphaQuest
New York
$534K -$484K -30,620 -48%
IIM
120
INTECH Investment Management
Florida
$522K +$504K +31,855 New
RT
121
Rockland Trust
Massachusetts
$514K -$196K -12,387 -28%
M&T Bank
122
M&T Bank
New York
$511K +$493K +31,154 New
LPL Financial
123
LPL Financial
California
$503K +$189K +11,927 +64%
Handelsbanken Fonder
124
Handelsbanken Fonder
Sweden
$488K
LHC
125
Little House Capital
Massachusetts
$484K

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.