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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
S
201
Sachetta
Massachusetts
$49.8K +$8.17K +517 +21%
DB
202
Danske Bank
Denmark
$47.5K +$45.9K +2,900 New
LC
203
Lindbrook Capital
California
$47.3K +$27.3K +1,726 +149%
SAM
204
Shell Asset Management
Netherlands
$42K +$40.4K +2,552 New
TCOV
205
Trust Company of Vermont
Vermont
$40.6K +$39.2K +2,478 New
PA
206
Parallel Advisors
California
$39.9K +$26.9K +1,699 +231%
CIBC Private Wealth Group
207
CIBC Private Wealth Group
Georgia
$32.5K -$285K -18,017 -90%
PP
208
PFS Partners
New Jersey
$32K +$30.9K +1,952 New
Amundi
209
Amundi
France
$32K -$21.1K -1,333 -41%
Nomura Asset Management
210
Nomura Asset Management
Japan
$29.5K +$16K +1,010 +128%
Nisa Investment Advisors
211
Nisa Investment Advisors
Missouri
$27.1K +$696 +44 +3%
AF
212
Allworth Financial
California
$24.9K
VSQM
213
V-Square Quantitative Management
Illinois
$24.5K +$23.7K +1,497 New
Bessemer Group
214
Bessemer Group
New Jersey
$18K +$17.3K +1,091 New
CT
215
Coastline Trust
Rhode Island
$16.4K +$15.8K +1,000 New
CYG
216
Clean Yield Group
Vermont
$14.8K
AAP
217
Arax Advisory Partners
Colorado
$11.3K +$63 +4 +0.6%
SCM
218
Sterling Capital Management
North Carolina
$10.9K +$10.5K +664 New
SAM
219
Smartleaf Asset Management
Massachusetts
$10.4K +$6.21K +393 +157%
GI
220
GAMMA Investing
California
$8.57K +$854 +54 +12%
FFA
221
Farther Finance Advisors
California
$8.14K +$63 +4 +0.8%
HCA
222
Harbor Capital Advisors
Illinois
$5K +$4.57K +289 New
BTI
223
Blue Trust Inc
Georgia
$3.83K +$1.91K +121 +79%
ACA
224
American Capital Advisory
Idaho
$3.28K
RIL
225
Rothschild Investment LLC
Illinois
$2.7K +$2.29K +145 +725%

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.