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Eastern Bankshares

245 hedge funds and large institutions have $2.53B invested in Eastern Bankshares in 2024 Q4 according to their latest regulatory filings, with 28 funds opening new positions, 67 increasing their positions, 87 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,207% more call options, than puts

Call options by funds: $6.25M | Put options by funds: $478K

27% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 22

9% more capital invested

Capital invested by funds: $2.33B → $2.53B (+$201M)

2.39% more ownership

Funds ownership: 66.06%68.45% (+2.4%)

2% more funds holding

Funds holding: 241245 (+4)

23% less repeat investments, than reductions

Existing positions increased: 67 | Existing positions reduced: 87

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

Holders
245
Holders Change
+4
Holders Change %
+1.66%
% of All Funds
3.23%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
28
Increased
67
Reduced
87
Closed
22
Calls
$6.25M
Puts
$478K
Net Calls
+$5.77M
Net Calls Change
+$1.93M
Name Holding Trade Value Shares
Change
Change in
Stake
SCI
151
S&CO Inc
Massachusetts
$318K
CAPTRUST Financial Advisors
152
CAPTRUST Financial Advisors
North Carolina
$318K -$3.72K -213 -1%
CWM
153
CIBC World Markets
New York
$312K +$315K +18,060 New
Raymond James Financial
154
Raymond James Financial
Florida
$311K +$315K +18,022 New
KWM
155
Kingsview Wealth Management
Oregon
$269K
SFA
156
Sequoia Financial Advisors
Ohio
$260K
FT
157
Fiduciary Trust
Massachusetts
$256K
BP
158
Ballentine Partners
Massachusetts
$252K -$402 -23 -0.2%
Prudential Financial
159
Prudential Financial
New Jersey
$251K
KFS
160
Kurt F. Somerville
$246K
EWA
161
EP Wealth Advisors
California
$239K -$5.61K -321 -2%
X
162
Xponance
Pennsylvania
$238K +$21K +1,203 +10%
SG
163
StoneX Group
New York
$237K +$240K +13,727 New
AWM
164
AE Wealth Management
Kansas
$236K +$239K +13,690 New
BHCM
165
Brevan Howard Capital Management
Jersey
$232K +$235K +13,457 New
RC
166
Roundview Capital
New Jersey
$231K
WSFS
167
Wilmington Savings Fund Society
Delaware
$231K
PI
168
PFG Investments
New York
$221K -$5.36K -307 -2%
PMFA
169
Plante Moran Financial Advisors
Michigan
$219K
QCG
170
Quadrant Capital Group
Ohio
$215K -$10.6K -609 -5%
TIM
171
Tortoise Investment Management
New York
$215K
MHIC
172
Marble Harbor Investment Counsel
Massachusetts
$214K
Mackenzie Financial
173
Mackenzie Financial
Ontario, Canada
$210K
RA
174
Royce & Associates
New York
$207K -$16.1K -924 -7%
NED
175
Nancy E. Dempze
$207K

EBC Hedge Fund Activity: Q4 2024 in Review

245 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Eastern Bankshares (EBC) for Q4 2024, worth a combined $2.53B — up 8.6% from $2.33B a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new EBC positions and 22 closed out — a net gain of 6 holders — while 67 added to existing stakes and 87 trimmed.

The largest buyer was Frontier Capital Management, adding an estimated $24.6M. The largest seller was Goldman Sachs, cutting an estimated $9.79M.

  • 245 institutional investors held Eastern Bankshares (EBC) as of Q4 2024, up from 241 in Q3 2024.
  • Funds reported $2.53B of Eastern Bankshares stock for Q4 2024, up 8.6% quarter-over-quarter.
  • 28 funds opened new Eastern Bankshares positions in Q4 2024 and 22 closed out, a net change of +6 holders.
  • The largest Eastern Bankshares buyer in Q4 2024 was Frontier Capital Management, an estimated $24.6M added.
  • The largest Eastern Bankshares seller in Q4 2024 was Goldman Sachs, an estimated $9.79M sold.

Based on aggregated 13F filings for Q4 2024.