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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
ProShare Advisors
126
ProShare Advisors
Maryland
$290K -$94.2K -7,092 -25%
Pictet Asset Management
127
Pictet Asset Management
Switzerland
$277K
CIBC Private Wealth Group
128
CIBC Private Wealth Group
Georgia
$274K +$266K +20,000 New
VCA
129
Verdence Capital Advisors
Maryland
$271K +$5.04K +379 +2%
Public Employees Retirement Association of Colorado
130
Public Employees Retirement Association of Colorado
Colorado
$263K -$71.4K -5,376 -22%
LPL Financial
131
LPL Financial
California
$262K -$571 -43 -0.2%
SOW
132
State of Wyoming
Wyoming
$262K +$249K +18,742 New
AI
133
Atria Investments
North Carolina
$250K +$237K +17,865 New
DT
134
Diversified Trust
Tennessee
$245K +$232K +17,495 New
HSBC Holdings
135
HSBC Holdings
United Kingdom
$243K -$60.9K -4,583 -21%
HighTower Advisors
136
HighTower Advisors
Illinois
$235K +$1.21K +91 +0.5%
GFA
137
Gallagher Fiduciary Advisors
Illinois
$228K +$216K +16,279 New
LCM
138
Landscape Capital Management
New Jersey
$226K +$2.26K +170 +1%
AG
139
Algert Global
California
$223K +$212K +15,985 New
Principal Financial Group
140
Principal Financial Group
Iowa
$213K -$34K -2,559 -14%
AIP
141
Ameritas Investment Partners
Nebraska
$213K -$11K -827 -5%
SFA
142
Sequoia Financial Advisors
Ohio
$210K +$492 +37 +0.2%
GC
143
Guggenheim Capital
Illinois
$199K -$7.6K -572 -4%
CSC
144
Caldwell Sutter Capital
California
$189K
RC
145
Roundview Capital
New Jersey
$187K
RA
146
Royce & Associates
New York
$181K +$172K +12,943 New
UB
147
UMB Bank
Missouri
$168K
MML Investors Services
148
MML Investors Services
Massachusetts
$157K +$1.93K +145 +1%
AAM
149
Aureus Asset Management
Massachusetts
$151K
PA
150
Profund Advisors
Maryland
$150K +$142K +10,694 New

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.