Eastern Company
EML
39 hedge funds and large institutions have $83.2M invested in Eastern Company in 2023 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 17 increasing their positions, 9 reducing their positions, and 1 closing their positions.
200% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 1
89% more repeat investments, than reductions
Existing positions increased: 17 | Existing positions reduced: 9
50% more funds holding in top 10
Funds holding in top 10: 2 → 3 (+1)
15% more capital invested
Capital invested by funds: $72.4M → $83.2M (+$10.8M)
5% more funds holding
Funds holding: 37 → 39 (+2)
1.69% more ownership
Funds ownership: 67.13% → 68.83% (+1.7%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FCM
Forager Capital Management
Birmingham,
Alabama
|
+$1.23M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$296K |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$263K |
| 4 |
Millennium Management
New York
|
+$212K |
| 5 |
AA
Ancora Advisors
Cleveland,
Ohio
|
+$157K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Dimensional Fund Advisors
Austin,
Texas
|
-$247K |
| 2 |
SFI
Susquehanna Fundamental Investments
Bala Cynwyd,
Pennsylvania
|
-$41.8K |
| 3 |
LSV Asset Management
Chicago,
Illinois
|
-$18.8K |
| 4 |
TA
Teton Advisors
Rye,
New York
|
-$12.5K |
| 5 |
BCM
Bridgeway Capital Management
Houston,
Texas
|
-$11.9K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
RC
26
RBF Capital
San Francisco,
California
| $234K | -$8.36K | -400 | -3% |
|
|
SFI
27
Susquehanna Fundamental Investments
Bala Cynwyd,
Pennsylvania
| $205K | -$41.8K | -2,000 | -16% |
|
|
28
Millennium Management
New York
| $197K | +$212K | +10,130 | New |
|
|
LWCFA
29
Loring Wolcott & Coolidge Fiduciary Advisors
Boston,
Massachusetts
| $136K | – | – | – |
|
30
UBS Group
Zurich,
Switzerland
| $92.6K | +$4.1K | +196 | +4% |
|
31
Morgan Stanley
New York
| $64.7K | +$794 | +38 | +1% |
|
32
Osaic Holdings
Scottsdale,
Arizona
| $36.8K | -$4.18K | -200 | -10% |
|
33
US Bancorp
Minneapolis,
Minnesota
| $19.5K | – | – | – |
|
|
SWA
34
SOA Wealth Advisors
New York
| $18.2K | – | – | – |
|
|
TRCT
35
Tower Research Capital (TRC)
New York
| $12K | +$42 | +2 | +0.3% |
|
|
CSC
36
Cove Street Capital
El Segundo,
California
| $6K | – | – | – |
|
|
SPIA
37
Steward Partners Investment Advisory
New York
| $1.95K | +$2.09K | +100 | New |
|
38
BNP Paribas Financial Markets
Paris,
France
| $1.19K | – | – | – |
|
|
TF
39
TimeScale Financial
Danvers,
Massachusetts
| – | -$3.09K | -178 | Closed |
|
EML Hedge Fund Activity: Q1 2023 in Review
39 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Eastern Company (EML) for Q1 2023, worth a combined $83.2M — up 15% from $72.4M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new EML positions and 1 closed out — a net gain of 2 holders — while 17 added to existing stakes and 9 trimmed.
The largest buyer was Forager Capital Management, adding an estimated $1.23M. The largest seller was Dimensional Fund Advisors, cutting an estimated $247K.
- 39 institutional investors held Eastern Company (EML) as of Q1 2023, up from 37 in Q4 2022.
- Funds reported $83.2M of Eastern Company stock for Q1 2023, up 15% quarter-over-quarter.
- 3 funds opened new Eastern Company positions in Q1 2023 and 1 closed out, a net change of +2 holders.
- The largest Eastern Company buyer in Q1 2023 was Forager Capital Management, an estimated $1.23M added.
- The largest Eastern Company seller in Q1 2023 was Dimensional Fund Advisors, an estimated $247K sold.
Based on aggregated 13F filings for Q1 2023.