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Everest Group
EG

640 hedge funds and large institutions have $16.2B invested in Everest Group in 2024 Q1 according to their latest regulatory filings, with 71 funds opening new positions, 217 increasing their positions, 268 reducing their positions, and 92 closing their positions.

New
Increased
Maintained
Reduced
Closed

12% more capital invested

Capital invested by funds: $14.5B → $16.2B (+$1.74B)

0.23% less ownership

Funds ownership: 94.31% → 94.08% (-0.23%)

4% less funds holding

Funds holding: 667 → 640 (-27)

19% less repeat investments, than reductions

Existing positions increased: 217 | Existing positions reduced: 268

21% less funds holding in top 10

Funds holding in top 10: 14 → 11 (-3)

23% less first-time investments, than exits

New positions opened: 71 | Existing positions closed: 92

37% less call options, than puts

Call options by funds: $41.1M | Put options by funds: $65.4M

Holders
640
Holders Change
-27
Holders Change %
-4.05%
% of All Funds
9.22%
Holding in Top 10
11
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-21.43%
% of All Funds
0.16%
New
71
Increased
217
Reduced
268
Closed
92
Calls
$41.1M
Puts
$65.4M
Net Calls
-$24.3M
Net Calls Change
+$25.1M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
+$699M
2
Boston Partners
Boston Partners
Massachusetts
+$101M
3
KBC Group
KBC Group
Belgium
+$101M
4
AQR Capital Management
AQR Capital Management
Connecticut
+$98.7M
5
Franklin Resources
Franklin Resources
California
+$85.4M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$275M
2
Viking Global Investors
Viking Global Investors
Connecticut
-$231M
3
BCPEMI
Bain Capital Public Equity Management II
Massachusetts
-$103M
4
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$75.1M
5
JAM
Jupiter Asset Management
United Kingdom
-$66.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
ET
226
Equitable Trust
Tennessee
$3.52M +$60K +160 +2%
AAIS
227
ABN AMRO Investment Solutions
$3.49M -$1.32M -3,515 -29%
Janney Montgomery Scott
228
Janney Montgomery Scott
Pennsylvania
$3.44M -$1.09M -2,920 -25%
QCM
229
Quantinno Capital Management
New York
$3.34M +$2.45M +6,527 +346%
TCM
230
Twin Capital Management
Pennsylvania
$3.19M -$834K -2,224 -22%
KPWS
231
Kestra Private Wealth Services
Texas
$3.19M +$958K +2,556 +47%
VIM
232
Vinva Investment Management
Australia
$3.18M -$4.34M -11,567 -59%
WCM
233
Wedge Capital Management
North Carolina
$3.15M +$710K +1,894 +31%
CAPTRUST Financial Advisors
234
CAPTRUST Financial Advisors
North Carolina
$3.15M -$506K -1,349 -15%
CA
235
Continuum Advisory
Idaho
$3.15M +$3.1M +8,266 New
CFLC
236
California First Leasing Corp
California
$3.08M +$1.01M +2,700 +54%
APF
237
Alaska Permanent Fund
Alaska
$3.07M +$144K +384 +5%
BWM
238
BNC Wealth Management
Oregon
$3.07M +$22.5K +60 +0.8%
US Bancorp
239
US Bancorp
Minnesota
$3.05M -$338K -901 -11%
CNB
240
Czech National Bank
Czech Republic
$3.04M +$13.1K +35 +0.5%
VIP
241
Vista Investment Partners
Oklahoma
$3.02M +$41.6K +111 +1%
Handelsbanken Fonder
242
Handelsbanken Fonder
Sweden
$3M +$582K +1,551 +26%
CSPAM
243
Cary Street Partners Asset Management
Virginia
$3M -$115K -308 -4%
SEIA
244
Signature Estate & Investment Advisors
California
$2.99M +$185K +493 +7%
Thrivent Financial for Lutherans
245
Thrivent Financial for Lutherans
Minnesota
$2.97M +$196K +524 +8%
URS
246
Utah Retirement Systems
Utah
$2.93M – – –
Stifel Financial
247
Stifel Financial
Missouri
$2.83M +$1.17M +3,125 +78%
VDBMI
248
Van Den Berg Management I
Texas
$2.83M +$2.67M +7,109 New
DnB Asset Management
249
DnB Asset Management
Norway
$2.78M -$1.6M -4,260 -38%
X
250
Xponance
Pennsylvania
$2.78M +$254K +677 +11%
8 9
10
11 12

EG Hedge Fund Activity: Q1 2024 in Review

640 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Everest Group (EG) for Q1 2024, worth a combined $16.2B — up 12% from $14.5B a quarter earlier.

Sellers outnumbered buyers: 92 funds closed out of EG and 71 opened new positions — a net loss of 21 holders — while 268 trimmed existing stakes and 217 added.

The largest buyer was Wellington Management Group, adding an estimated $699M. The largest seller was Morgan Stanley, cutting an estimated $275M.

  • 640 institutional investors held Everest Group (EG) as of Q1 2024, down from 667 in Q4 2023.
  • Funds reported $16.2B of Everest Group stock for Q1 2024, up 12% quarter-over-quarter.
  • 71 funds opened new Everest Group positions in Q1 2024 and 92 closed out, a net change of -21 holders.
  • The largest Everest Group buyer in Q1 2024 was Wellington Management Group, an estimated $699M added.
  • The largest Everest Group seller in Q1 2024 was Morgan Stanley, an estimated $275M sold.

Based on aggregated 13F filings for Q1 2024.