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Eastern Bankshares

175 hedge funds and large institutions have $1.82B invested in Eastern Bankshares in 2021 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 59 increasing their positions, 53 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

2,209% more call options, than puts

Call options by funds: $23.1M | Put options by funds: $999K

11% more repeat investments, than reductions

Existing positions increased: 59 | Existing positions reduced: 53

0.13% more ownership

Funds ownership: 47.89%48.02% (+0.13%)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

1% less capital invested

Capital invested by funds: $1.84B → $1.82B (-$17.8M)

4% less funds holding

Funds holding: 182175 (-7)

22% less first-time investments, than exits

New positions opened: 21 | Existing positions closed: 27

Holders
175
Holders Change
-7
Holders Change %
-3.85%
% of All Funds
3.06%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
21
Increased
59
Reduced
53
Closed
27
Calls
$23.1M
Puts
$999K
Net Calls
+$22.1M
Net Calls Change
-$6.09M
Name Holding Trade Value Shares
Change
Change in
Stake
JMFC
151
J.M. Forbes & Co
Massachusetts
$203K
PWLP
152
Prio Wealth Limited Partnership
Massachusetts
$203K
TRCT
153
Tower Research Capital (TRC)
New York
$182K +$57.4K +2,999 +50%
LJHT
154
Laurie J. Hall Trustee
$173K
QT
155
Quantbot Technologies
New York
$161K -$649K -33,912 -81%
FMT
156
First Mercantile Trust
Tennessee
$97K -$1.4K -73 -1%
ARMC
157
American Research & Management Company
Massachusetts
$91K
FFA
158
Freedman Financial Associates
Massachusetts
$91K +$86.1K +4,500 New
TF
159
TimeScale Financial
Massachusetts
$51K
RFWA
160
RPg Family Wealth Advisory
Massachusetts
$50.8K
Toronto Dominion Bank
161
Toronto Dominion Bank
Ontario, Canada
$47K -$11.7K -609 -21%
1IA
162
1834 Investment Advisors
Wisconsin
$44K
SPIA
163
Steward Partners Investment Advisory
New York
$41K
FF
164
FourThought Financial
Florida
$40K
NFG
165
Next Financial Group
Texas
$20K
PA
166
Parallel Advisors
California
$18K -$11.3K -592 -40%
COCM
167
Charter Oak Capital Management
New Hampshire
$11K -$2.14K -112 -17%
TC
168
Truvestments Capital
Florida
$7K +$6.45K +337 New
TWA
169
TCI Wealth Advisors
Arizona
$5K +$5.07K +265 New
SWM
170
Sugarloaf Wealth Management
Georgia
$4K +$19 +1 +0.5%
GRP
171
Global Retirement Partners
California
$2K
QCG
172
Quadrant Capital Group
Ohio
$1K +$670 +35 +140%
S
173
SignatureFD
Georgia
$1K +$1.34K +70 New
Nisa Investment Advisors
174
Nisa Investment Advisors
Missouri
$142
Skandinaviska Enskilda Banken (SEB)
175
Skandinaviska Enskilda Banken (SEB)
Sweden
-$5.38M -261,300 Closed

EBC Hedge Fund Activity: Q3 2021 in Review

175 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Eastern Bankshares (EBC) for Q3 2021, worth a combined $1.82B — down 0.97% from $1.84B a quarter earlier.

Sellers outnumbered buyers: 27 funds closed out of EBC and 21 opened new positions — a net loss of 6 holders — while 53 trimmed existing stakes and 59 added.

The largest buyer was Goldman Sachs, adding an estimated $29.2M. The largest seller was State Street, cutting an estimated $18.7M.

  • 175 institutional investors held Eastern Bankshares (EBC) as of Q3 2021, down from 182 in Q2 2021.
  • Funds reported $1.82B of Eastern Bankshares stock for Q3 2021, down 0.97% quarter-over-quarter.
  • 21 funds opened new Eastern Bankshares positions in Q3 2021 and 27 closed out, a net change of -6 holders.
  • The largest Eastern Bankshares buyer in Q3 2021 was Goldman Sachs, an estimated $29.2M added.
  • The largest Eastern Bankshares seller in Q3 2021 was State Street, an estimated $18.7M sold.

Based on aggregated 13F filings for Q3 2021.