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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
GS
176
GTS Securities
New York
$206K +$209K +11,948 New
LCM
177
Landscape Capital Management
New Jersey
$199K
SPP
178
Single Point Partners
Massachusetts
$199K -$1.62M -92,522 -89%
LNB
179
Ledyard National Bank
$197K
MML Investors Services
180
MML Investors Services
Massachusetts
$194K +$140 +8 +0.1%
JG
181
Jain Global
New York
$190K +$192K +11,000 New
BCI
182
Brinker Capital Investments
Pennsylvania
$189K -$926 -53 -0.5%
OPS
183
Orion Portfolio Solutions
Nebraska
$189K -$926 -53 -0.5%
CSC
184
Caldwell Sutter Capital
California
$188K -$34.9K -2,000 -16%
Principal Financial Group
185
Principal Financial Group
Iowa
$184K -$48.8K -2,795 -21%
CIA
186
Choate Investment Advisors
Massachusetts
$183K -$297 -17 -0.2%
CC
187
Centiva Capital
New York
$182K +$184K +10,559 New
RBWA
188
RFG - Bristol Wealth Advisors
Massachusetts
$178K +$180K +10,321 New
Bank of Montreal
189
Bank of Montreal
Ontario, Canada
$176K -$35 -2 -0%
Allianz Asset Management
190
Allianz Asset Management
Germany
$174K +$176K +10,100 New
FNBT
191
FineMark National Bank & Trust
Florida
$173K
WT
192
Whittier Trust
California
$173K +$175K +10,000 New
MWM
193
Mascoma Wealth Management
New Hampshire
$171K
KBC Group
194
KBC Group
Belgium
$159K +$66.2K +3,791 +69%
AB
195
Amalgamated Bank
New York
$114K
SCM
196
Sterling Capital Management
North Carolina
$107K +$97K +5,555 +837%
SO
197
STRS Ohio
Ohio
$105K
TRCT
198
Tower Research Capital (TRC)
New York
$104K -$237K -13,583 -69%
DMKJ
199
David M. Knott Jr
$86.3K
S
200
SignatureFD
Georgia
$85.5K -$4.1K -235 -5%

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.