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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
PNC Financial Services Group
126
PNC Financial Services Group
Pennsylvania
$475K +$378K +23,918 +475%
BFO
127
Boston Family Office
Massachusetts
$468K +$452K +28,581 New
Pictet Asset Management
128
Pictet Asset Management
Switzerland
$467K +$137K +8,678 +44%
SC
129
Savant Capital
Illinois
$462K +$446K +28,199 New
FWM
130
Finer Wealth Management
Massachusetts
$462K +$1.55K +98 +0.3%
KeyBank National Association
131
KeyBank National Association
Ohio
$455K +$92K +5,821 +26%
MLL
132
Moody Lynn & Lieberson
Massachusetts
$454K +$438K +27,673 New
WJWM
133
Williams Jones Wealth Management
New York
$445K +$429K +27,140 New
FLPIM
134
F.L. Putnam Investment Management
Massachusetts
$428K +$413K +26,134 New
HSBC Holdings
135
HSBC Holdings
United Kingdom
$403K +$109K +6,902 +39%
EBT
136
Enterprise Bank & Trust
Massachusetts
$384K +$371K +23,434 New
TSS
137
Two Sigma Securities
New York
$363K +$350K +22,122 New
AI
138
Atria Investments
North Carolina
$352K +$57.5K +3,634 +20%
GFA
139
Gallagher Fiduciary Advisors
Illinois
$352K +$82.4K +5,212 +32%
VCA
140
Verdence Capital Advisors
Maryland
$336K +$17K +1,075 +6%
IWC
141
Integrated Wealth Concepts
Massachusetts
$327K -$298K -18,827 -49%
DT
142
Diversified Trust
Tennessee
$323K +$34.8K +2,204 +13%
KP
143
Kitching Partners
Pennsylvania
$322K +$310K +19,624 New
TRCT
144
Tower Research Capital (TRC)
New York
$321K -$390K -24,635 -56%
ORC
145
O'Rourke & Company
Massachusetts
$321K -$94K -5,945 -23%
AIP
146
Ameritas Investment Partners
Nebraska
$320K +$68.3K +4,321 +28%
FC
147
FORA Capital
Florida
$314K +$303K +19,154 New
Public Employees Retirement Association of Colorado
148
Public Employees Retirement Association of Colorado
Colorado
$308K
CAPTRUST Financial Advisors
149
CAPTRUST Financial Advisors
North Carolina
$305K +$294K +18,623 New
Cerity Partners
150
Cerity Partners
New York
$305K +$294K +18,595 New

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.