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Eastern Bankshares

219 hedge funds and large institutions have $1.93B invested in Eastern Bankshares in 2022 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 69 increasing their positions, 90 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

114% more call options, than puts

Call options by funds: $6.12M | Put options by funds: $2.86M

55% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 11

8% more capital invested

Capital invested by funds: $1.78B → $1.93B (+$151M)

3% more funds holding

Funds holding: 213219 (+6)

2.53% more ownership

Funds ownership: 52.65%55.18% (+2.5%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

23% less repeat investments, than reductions

Existing positions increased: 69 | Existing positions reduced: 90

Holders
219
Holders Change
+6
Holders Change %
+2.82%
% of All Funds
3.77%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
17
Increased
69
Reduced
90
Closed
11
Calls
$6.12M
Puts
$2.86M
Net Calls
+$3.26M
Net Calls Change
+$1.27M
Name Holding Trade Value Shares
Change
Change in
Stake
QCG
201
Quadrant Capital Group
Ohio
$11K +$11.3K +566 New
TWA
202
TCI Wealth Advisors
Arizona
$8K +$2.72K +136 +51%
MCM
203
Manchester Capital Management
Vermont
$6K +$3.1K +155 +106%
SWM
204
Sugarloaf Wealth Management
Georgia
$5K +$20 +1 +0.5%
BIA
205
Bell Investment Advisors
California
$5K +$4.32K +216 +415%
PA
206
Parallel Advisors
California
$4K +$2.72K +136 +234%
Bessemer Group
207
Bessemer Group
New Jersey
$4K +$3.66K +183 New
GRP
208
Global Retirement Partners
California
$2K
RCM
209
Raleigh Capital Management
North Carolina
$2K +$1.84K +92 New
Nisa Investment Advisors
210
Nisa Investment Advisors
Missouri
$2K +$2.12K +106 New
HNB
211
Huntington National Bank
Ohio
$1K -$100 -5 -7%
S
212
SignatureFD
Georgia
$1K
JWA
213
JFS Wealth Advisors
Pennsylvania
$1K +$380 +19 +83%
SC
214
Schubert & Co
Texas
$1K +$500 +25 +93%
Carson Wealth (CWM LLC)
215
Carson Wealth (CWM LLC)
Nebraska
$1K +$520 +26 New
AI
216
Atom Investors
Texas
-$1.03M -55,779 Closed
PRC
217
Pearl River Capital
Michigan
-$202K -10,927 Closed
JMFC
218
J.M. Forbes & Co
Massachusetts
-$194K -10,500 Closed
Truist Financial
219
Truist Financial
North Carolina
-$188K -10,153 Closed
Group One Trading
220
Group One Trading
Illinois
-$64K -3,198 Closed
1IA
221
1834 Investment Advisors
Wisconsin
-$40K -2,165 Closed
COCM
222
Charter Oak Capital Management
New Hampshire
-$10K -538 Closed
AIP
223
Ahrens Investment Partners
Louisiana
-$7K -400 Closed
FHA
224
First Horizon Advisors
Tennessee
-$5K -261 Closed
DI
225
Disciplined Investments
Oklahoma
+$80 +4 +33%

EBC Hedge Fund Activity: Q3 2022 in Review

219 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Eastern Bankshares (EBC) for Q3 2022, worth a combined $1.93B — up 8.4% from $1.78B a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new EBC positions and 11 closed out — a net gain of 6 holders — while 69 added to existing stakes and 90 trimmed.

The largest buyer was Millennium Management, adding an estimated $19.2M. The largest seller was T. Rowe Price Associates, cutting an estimated $54.5M.

  • 219 institutional investors held Eastern Bankshares (EBC) as of Q3 2022, up from 213 in Q2 2022.
  • Funds reported $1.93B of Eastern Bankshares stock for Q3 2022, up 8.4% quarter-over-quarter.
  • 17 funds opened new Eastern Bankshares positions in Q3 2022 and 11 closed out, a net change of +6 holders.
  • The largest Eastern Bankshares buyer in Q3 2022 was Millennium Management, an estimated $19.2M added.
  • The largest Eastern Bankshares seller in Q3 2022 was T. Rowe Price Associates, an estimated $54.5M sold.

Based on aggregated 13F filings for Q3 2022.