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Eastern Bankshares

213 hedge funds and large institutions have $1.78B invested in Eastern Bankshares in 2022 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 68 increasing their positions, 78 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more call options, than puts

Call options by funds: $4.66M | Put options by funds: $2.67M

14% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 22

0% more funds holding

Funds holding: 212213 (+1)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0.31% less ownership

Funds ownership: 52.96%52.65% (-0.31%)

13% less repeat investments, than reductions

Existing positions increased: 68 | Existing positions reduced: 78

15% less capital invested

Capital invested by funds: $2.1B → $1.78B (-$316M)

Holders
213
Holders Change
+1
Holders Change %
+0.47%
% of All Funds
3.59%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
25
Increased
68
Reduced
78
Closed
22
Calls
$4.66M
Puts
$2.67M
Net Calls
+$1.99M
Net Calls Change
-$3.63M
Name Holding Trade Value Shares
Change
Change in
Stake
DekaBank Deutsche Girozentrale
151
DekaBank Deutsche Girozentrale
Germany
$346K +$362K +18,672 New
ET
152
Equitable Trust
Tennessee
$342K
BCI
153
Brinker Capital Investments
Pennsylvania
$335K +$11.4K +588 +3%
ProShare Advisors
154
ProShare Advisors
Maryland
$334K -$274K -14,151 -44%
SWA
155
Stratos Wealth Advisors
Ohio
$333K
PI
156
PEAK6 Investments
Illinois
$322K +$338K +17,437 New
ACH
157
ArrowMark Colorado Holdings
Colorado
$306K
VCA
158
Verdence Capital Advisors
Maryland
$302K -$9.63K -497 -3%
Squarepoint
159
Squarepoint
New York
$301K +$316K +16,292 New
RC
160
Roundview Capital
New Jersey
$287K
ZCA
161
Zeke Capital Advisors
Pennsylvania
$277K
EVM
162
Eaton Vance Management
Massachusetts
$268K -$39 -2 -0%
BWM
163
Baystate Wealth Management
Massachusetts
$255K -$98.2K -5,064 -27%
NC
164
NinePointTwo Capital
California
$253K
Cetera Investment Advisers
165
Cetera Investment Advisers
Illinois
$240K -$36.8K -1,900 -13%
SAM
166
Shell Asset Management
Netherlands
$236K +$426 +22 +0.2%
AIP
167
Ameritas Investment Partners
Nebraska
$222K -$21.4K -1,105 -8%
UB
168
UMB Bank
Missouri
$222K
Principal Financial Group
169
Principal Financial Group
Iowa
$219K -$108K -5,576 -32%
RT
170
Rockland Trust
Massachusetts
$219K +$231K +11,900 New
PAMS
171
Pictet Asset Management (Switzerland)
Switzerland
$218K
Mackenzie Financial
172
Mackenzie Financial
Ontario, Canada
$203K +$23.3K +1,204 +12%
PRC
173
Pearl River Capital
Michigan
$202K +$212K +10,927 New
SCP
174
Shorepoint Capital Partners
Massachusetts
$194K -$9.69K -500 -5%
JMFC
175
J.M. Forbes & Co
Massachusetts
$194K

EBC Hedge Fund Activity: Q2 2022 in Review

213 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Eastern Bankshares (EBC) for Q2 2022, worth a combined $1.78B — down 15% from $2.1B a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new EBC positions and 22 closed out — a net gain of 3 holders — while 68 added to existing stakes and 78 trimmed.

The largest buyer was Dimensional Fund Advisors, adding an estimated $19.3M. The largest seller was FJ Capital Management, cutting an estimated $15.8M.

  • 213 institutional investors held Eastern Bankshares (EBC) as of Q2 2022, up from 212 in Q1 2022.
  • Funds reported $1.78B of Eastern Bankshares stock for Q2 2022, down 15% quarter-over-quarter.
  • 25 funds opened new Eastern Bankshares positions in Q2 2022 and 22 closed out, a net change of +3 holders.
  • The largest Eastern Bankshares buyer in Q2 2022 was Dimensional Fund Advisors, an estimated $19.3M added.
  • The largest Eastern Bankshares seller in Q2 2022 was FJ Capital Management, an estimated $15.8M sold.

Based on aggregated 13F filings for Q2 2022.