We are live on ! Find out more
EBC icon

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
SWM
201
Sugarloaf Wealth Management
Georgia
$4K +$39 +2 +1%
DFCM
202
Dark Forest Capital Management
Puerto Rico
$3K -$201K -10,353 -99%
MCM
203
Manchester Capital Management
Vermont
$3K +$2.83K +146 New
GRP
204
Global Retirement Partners
California
$2K
S
205
SignatureFD
Georgia
$1K -$5.14K -265 -85%
PA
206
Parallel Advisors
California
$1K -$4.09K -211 -78%
BIA
207
Bell Investment Advisors
California
$1K +$1.01K +52 New
HNB
208
Huntington National Bank
Ohio
$1K +$1.47K +76 New
EA
209
Emerald Advisers
Pennsylvania
-$10.1M -468,032 Closed
MI
210
M3F Inc
Utah
-$8.36M -388,000 Closed
DMKJ
211
David M. Knott Jr
-$4.09M -190,000 Closed
Qube Research & Technologies (QRT)
212
Qube Research & Technologies (QRT)
United Kingdom
-$1.98M -91,696 Closed
BFM
213
Boothbay Fund Management
New York
-$1.21M -56,250 Closed
ECM
214
ExodusPoint Capital Management
New York
-$451K -20,924 Closed
JMPWA
215
JP Morgan Private Wealth Advisors
California
-$323K -15,000 Closed
SM
216
Sciencast Management
New Jersey
-$287K -14,235 Closed
HSBC Holdings
217
HSBC Holdings
United Kingdom
-$303K -13,971 Closed
GC
218
Guggenheim Capital
Illinois
-$223K -10,384 Closed
GWMI
219
Guardian Wealth Management (Illinois)
Illinois
-$119K -5,536 Closed
FFA
220
Freedman Financial Associates
Massachusetts
-$95K -4,500 Closed
RFWA
221
RPg Family Wealth Advisory
Massachusetts
-$53.9K -2,500 Closed
SPIA
222
Steward Partners Investment Advisory
New York
-$43K -2,000 Closed
SCA
223
Sandy Cove Advisors
Massachusetts
-$22K -1,000 Closed
Nisa Investment Advisors
224
Nisa Investment Advisors
Missouri
-$15K -710 Closed
PFS
225
Prospera Financial Services
Texas
-$9K -400 Closed

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.