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Eastern Company

49 hedge funds and large institutions have $150M invested in Eastern Company in 2024 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 11 increasing their positions, 17 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

350% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 2

58% more capital invested

Capital invested by funds: $94.6M → $150M (+$55M)

17% more funds holding

Funds holding: 4249 (+7)

1.77% more ownership

Funds ownership: 69.07%70.84% (+1.8%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

35% less repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 17

Holders
49
Holders Change
+7
Holders Change %
+16.67%
% of All Funds
0.71%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
9
Increased
11
Reduced
17
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
EF
26
Empowered Funds
Pennsylvania
$523K +$26.6K +1,050 +7%
LSV Asset Management
27
LSV Asset Management
Illinois
$496K
Bank of Montreal
28
Bank of Montreal
Ontario, Canada
$493K +$365K +14,400 New
Qube Research & Technologies (QRT)
29
Qube Research & Technologies (QRT)
United Kingdom
$472K +$197K +7,770 +128%
State Street
30
State Street
Massachusetts
$408K -$27.9K -1,100 -8%
WIM
31
Wittenberg Investment Management
Massachusetts
$359K -$333K -13,112 -55%
Goldman Sachs
32
Goldman Sachs
New York
$355K +$264K +10,417 New
RC
33
RBF Capital
California
$294K -$25.4K -1,000 -10%
HighTower Advisors
34
HighTower Advisors
Illinois
$242K +$180K +7,100 New
Citigroup
35
Citigroup
New York
$201K +$17.9K +706 +14%
Morgan Stanley
36
Morgan Stanley
New York
$168K -$16.8K -660 -12%
UBS Group
37
UBS Group
Switzerland
$163K +$21.4K +845 +22%
JP Morgan Chase
38
JP Morgan Chase
New York
$157K +$111K +4,374 +1,815%
LWCFA
39
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$140K
Comerica Bank
40
Comerica Bank
Texas
$124K
Fidelity Investments
41
Fidelity Investments
Massachusetts
$32.5K
SWA
42
SOA Wealth Advisors
New York
$31.9K
Osaic Holdings
43
Osaic Holdings
Arizona
$20.1K -$7.61K -300 -34%
CSC
44
Cove Street Capital
California
$18.5K
TRCT
45
Tower Research Capital (TRC)
New York
$10.9K +$6.5K +256 +406%
NA
46
NewEdge Advisors
Louisiana
$7.3K +$5.43K +214 New
BNP Paribas Financial Markets
47
BNP Paribas Financial Markets
France
$2.08K
Lazard Asset Management
48
Lazard Asset Management
New York
$1K -$76 -3 -7%
Macquarie Group
49
Macquarie Group
Australia
$6 +$4.21K +166 New
Victory Capital Management
50
Victory Capital Management
Texas
-$74.8K -3,402 Closed

EML Hedge Fund Activity: Q1 2024 in Review

49 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Eastern Company (EML) for Q1 2024, worth a combined $150M — up 58% from $94.6M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new EML positions and 2 closed out — a net gain of 7 holders — while 11 added to existing stakes and 17 trimmed.

The largest buyer was Millennium Management, opening a new position worth an estimated $1M. The largest seller was North Star Investment Management, cutting an estimated $404K.

  • 49 institutional investors held Eastern Company (EML) as of Q1 2024, up from 42 in Q4 2023.
  • Funds reported $150M of Eastern Company stock for Q1 2024, up 58% quarter-over-quarter.
  • 9 funds opened new Eastern Company positions in Q1 2024 and 2 closed out, a net change of +7 holders.
  • The largest Eastern Company buyer in Q1 2024 was Millennium Management, an estimated $1M added.
  • The largest Eastern Company seller in Q1 2024 was North Star Investment Management, an estimated $404K sold.

Based on aggregated 13F filings for Q1 2024.