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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
Osaic Holdings
201
Osaic Holdings
Arizona
$57.1K -$22.1K -1,265 -28%
S
202
Sachetta
Massachusetts
$52.7K +$297 +17 +0.6%
LWCFA
203
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$52.1K -$26.1K -1,492 -34%
LC
204
Lindbrook Capital
California
$49.5K -$262 -15 -0.5%
SAM
205
Shell Asset Management
Netherlands
$44K
TCOV
206
Trust Company of Vermont
Vermont
$42.7K
PA
207
Parallel Advisors
California
$42K
CIBC Private Wealth Group
208
CIBC Private Wealth Group
Georgia
$34K
PP
209
PFS Partners
New Jersey
$33.7K
1IA
210
1620 Investment Advisors
Massachusetts
$33.3K +$33.8K +1,933 New
Nomura Asset Management
211
Nomura Asset Management
Japan
$31.1K
Nisa Investment Advisors
212
Nisa Investment Advisors
Missouri
$28.6K
AF
213
Allworth Financial
California
$26.6K
VSQM
214
V-Square Quantitative Management
Illinois
$25.8K
Carson Wealth (CWM LLC)
215
Carson Wealth (CWM LLC)
Nebraska
$19K -$83.4K -4,775 -81%
CT
216
Coastline Trust
Rhode Island
$17.3K
GI
217
GAMMA Investing
California
$16.3K +$7.37K +422 +81%
CYG
218
Clean Yield Group
Vermont
$15.5K
CIAM
219
Caitong International Asset Management
Hong Kong
$15.2K +$15.4K +884 New
SAM
220
Smartleaf Asset Management
Massachusetts
$14.2K +$3.14K +180 +28%
CPA
221
Compass Planning Associates
Massachusetts
$12.9K +$13.1K +750 New
AAP
222
Arax Advisory Partners
Colorado
$10.7K -$1.19K -68 -10%
MSWA
223
Marshall & Sterling Wealth Advisors
New York
$8.64K +$8.75K +501 New
FFA
224
Farther Finance Advisors
California
$7.56K -$1.03K -59 -12%
HCA
225
Harbor Capital Advisors
Illinois
$7K +$2.11K +121 +42%

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.