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Eastern Bankshares

182 hedge funds and large institutions have $1.84B invested in Eastern Bankshares in 2021 Q2 according to their latest regulatory filings, with 44 funds opening new positions, 49 increasing their positions, 55 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

2,231% more call options, than puts

Call options by funds: $29.4M | Put options by funds: $1.26M

300% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 11

21% more funds holding

Funds holding: 150182 (+32)

3% more capital invested

Capital invested by funds: $1.79B → $1.84B (+$50.1M)

1.77% less ownership

Funds ownership: 49.65%47.89% (-1.8%)

11% less repeat investments, than reductions

Existing positions increased: 49 | Existing positions reduced: 55

33% less funds holding in top 10

Funds holding in top 10: 64 (-2)

Holders
182
Holders Change
+32
Holders Change %
+21.33%
% of All Funds
3.17%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.07%
New
44
Increased
49
Reduced
55
Closed
11
Calls
$29.4M
Puts
$1.26M
Net Calls
+$28.2M
Net Calls Change
+$1.92M
Name Holding Trade Value Shares
Change
Change in
Stake
DT
151
Diversified Trust
Tennessee
$229K +$236K +11,144 New
SG Americas Securities
152
SG Americas Securities
New York
$219K -$363K -17,109 -62%
RJA
153
Raymond James & Associates
Florida
$216K -$127K -6,000 -36%
Zurich Cantonal Bank
154
Zurich Cantonal Bank
Switzerland
$214K +$220K +10,385 New
MFA
155
Mayflower Financial Advisors
Massachusetts
$210K +$217K +10,232 New
PP
156
Paloma Partners
Connecticut
$209K +$215K +10,141 New
FNBT
157
FineMark National Bank & Trust
Florida
$206K
JMFC
158
J.M. Forbes & Co
Massachusetts
$206K
PWLP
159
Prio Wealth Limited Partnership
Massachusetts
$206K
LJHT
160
Laurie J. Hall Trustee
$175K
PCM
161
Pinz Capital Management
New York
$130K +$134K +6,300 New
TRCT
162
Tower Research Capital (TRC)
New York
$123K -$69.9K -3,300 -36%
FMT
163
First Mercantile Trust
Tennessee
$100K -$6.46K -305 -6%
ARMC
164
American Research & Management Company
Massachusetts
$93K
BWM
165
Baystate Wealth Management
Massachusetts
$86K +$339 +16 +0.4%
Toronto Dominion Bank
166
Toronto Dominion Bank
Ontario, Canada
$60K -$20.5K -969 -25%
RFWA
167
RPg Family Wealth Advisory
Massachusetts
$51.4K +$53K +2,500 New
TF
168
TimeScale Financial
Massachusetts
$51K +$53.1K +2,503 New
1IA
169
1834 Investment Advisors
Wisconsin
$45K
FF
170
FourThought Financial
Florida
$41K -$235K -11,085 -85%
SPIA
171
Steward Partners Investment Advisory
New York
$41K +$42.4K +2,000 New
PA
172
Parallel Advisors
California
$30K +$31.3K +1,476 New
US Bancorp
173
US Bancorp
Minnesota
$24K +$24.8K +1,172 New
NFG
174
Next Financial Group
Texas
$21K
EFSCE
175
Enterprise Financial Services Corp (EFSC)
Missouri
$16K +$16.4K +774 New

EBC Hedge Fund Activity: Q2 2021 in Review

182 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Eastern Bankshares (EBC) for Q2 2021, worth a combined $1.84B — up 2.8% from $1.79B a quarter earlier.

Buyers outnumbered sellers: 44 funds opened new EBC positions and 11 closed out — a net gain of 33 holders — while 49 added to existing stakes and 55 trimmed.

The largest buyer was Federated Hermes, opening a new position worth an estimated $35.8M. The largest seller was American Century Companies, cutting an estimated $50.8M.

  • 182 institutional investors held Eastern Bankshares (EBC) as of Q2 2021, up from 150 in Q1 2021.
  • Funds reported $1.84B of Eastern Bankshares stock for Q2 2021, up 2.8% quarter-over-quarter.
  • 44 funds opened new Eastern Bankshares positions in Q2 2021 and 11 closed out, a net change of +33 holders.
  • The largest Eastern Bankshares buyer in Q2 2021 was Federated Hermes, an estimated $35.8M added.
  • The largest Eastern Bankshares seller in Q2 2021 was American Century Companies, an estimated $50.8M sold.

Based on aggregated 13F filings for Q2 2021.