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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
UB
176
UMB Bank
Missouri
$197K
NED
177
Nancy E. Dempze
$197K +$190K +12,000 New
HWAM
178
Hennion & Walsh Asset Management
New Jersey
$191K +$185K +11,680 New
LCM
179
Landscape Capital Management
New Jersey
$189K -$73.1K -4,625 -29%
LNB
180
Ledyard National Bank
$187K +$180K +11,398 New
MML Investors Services
181
MML Investors Services
Massachusetts
$184K -$32 -2 -0%
BCI
182
Brinker Capital Investments
Pennsylvania
$180K +$174K +10,991 New
OPS
183
Orion Portfolio Solutions
Nebraska
$180K +$174K +10,991 New
AIM
184
Aigen Investment Management
New York
$179K +$173K +10,949 New
AC
185
Aristides Capital
Kentucky
$175K +$168K +10,656 New
CIA
186
Choate Investment Advisors
Massachusetts
$174K +$168K +10,609 New
Bank of Montreal
187
Bank of Montreal
Ontario, Canada
$164K +$16 +1 +0%
FNBT
188
FineMark National Bank & Trust
Florida
$164K
MWM
189
Mascoma Wealth Management
New Hampshire
$162K +$157K +9,912 New
SG Americas Securities
190
SG Americas Securities
New York
$124K +$120K +7,585 New
AB
191
Amalgamated Bank
New York
$108K +$18.2K +1,150 +21%
SO
192
STRS Ohio
Ohio
$100K +$96.5K +6,100 New
Carson Wealth (CWM LLC)
193
Carson Wealth (CWM LLC)
Nebraska
$96K +$86.6K +5,478 +1,383%
KBC Group
194
KBC Group
Belgium
$89K
S
195
SignatureFD
Georgia
$85.1K +$12.7K +802 +18%
DMKJ
196
David M. Knott Jr
$82K
Osaic Holdings
197
Osaic Holdings
Arizona
$75.1K +$158 +10 +0.2%
BWP
198
Baldwin Wealth Partners
Massachusetts
$73.8K
LWCFA
199
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$72.4K +$63.1K +3,988 +1,156%
CFM
200
Catalyst Funds Management
Australia
$55.7K +$53.8K +3,400 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.