Eastern Bankshares
195 hedge funds and large institutions have $1.67B invested in Eastern Bankshares in 2024 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 82 increasing their positions, 52 reducing their positions, and 25 closing their positions.
194% more call options, than puts
Call options by funds: $2.54M | Put options by funds: $864K
58% more repeat investments, than reductions
Existing positions increased: 82 | Existing positions reduced: 52
16% more first-time investments, than exits
New positions opened: 29 | Existing positions closed: 25
1.96% more ownership
Funds ownership: 65.62% → 67.58% (+2%)
5% more capital invested
Capital invested by funds: $1.59B → $1.67B (+$73.6M)
0% more funds holding
Funds holding: 195 → 195 (0)
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$18.8M |
| 2 |
Dimensional Fund Advisors
Austin,
Texas
|
+$12.6M |
| 3 |
First Trust Advisors
Wheaton,
Illinois
|
+$11.4M |
| 4 |
Massachusetts Financial Services
Boston,
Massachusetts
|
+$10.2M |
| 5 |
State Street
Boston,
Massachusetts
|
+$7.88M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Investment Management
Baltimore,
Maryland
|
-$26M |
| 2 |
JP Morgan Chase
New York
|
-$4.84M |
| 3 |
Balyasny Asset Management
Chicago,
Illinois
|
-$4.06M |
| 4 |
Wellington Management Group
Boston,
Massachusetts
|
-$3.15M |
| 5 |
State of New Jersey Common Pension Fund D
Trenton,
New Jersey
|
-$2.86M |
EBC Hedge Fund Activity: Q2 2024 in Review
195 of the 6,935 institutional investors tracked by Wall St. Rank reported a position in Eastern Bankshares (EBC) for Q2 2024, worth a combined $1.67B — up 4.6% from $1.59B a quarter earlier.
Buyers outnumbered sellers: 29 funds opened new EBC positions and 25 closed out — a net gain of 4 holders — while 82 added to existing stakes and 52 trimmed.
The largest buyer was Fidelity Investments, adding an estimated $18.8M. The largest seller was T. Rowe Price Investment Management, cutting an estimated $26M.
- 195 institutional investors held Eastern Bankshares (EBC) as of Q2 2024, unchanged from Q1 2024.
- Funds reported $1.67B of Eastern Bankshares stock for Q2 2024, up 4.6% quarter-over-quarter.
- 29 funds opened new Eastern Bankshares positions in Q2 2024 and 25 closed out, a net change of +4 holders.
- The largest Eastern Bankshares buyer in Q2 2024 was Fidelity Investments, an estimated $18.8M added.
- The largest Eastern Bankshares seller in Q2 2024 was T. Rowe Price Investment Management, an estimated $26M sold.
Based on aggregated 13F filings for Q2 2024.