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Everest Group
EG

436 hedge funds and large institutions have $9.79B invested in Everest Group in 2017 Q2 according to their latest regulatory filings, with 77 funds opening new positions, 132 increasing their positions, 174 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

196% more first-time investments, than exits

New positions opened: 77 | Existing positions closed: 26

87% more call options, than puts

Call options by funds: $9.03M | Put options by funds: $4.84M

13% more funds holding

Funds holding: 387 → 436 (+49)

11% more capital invested

Capital invested by funds: $8.83B → $9.79B (+$965M)

1.21% more ownership

Funds ownership: 92.45% → 93.67% (+1.2%)

0% more funds holding in top 10

Funds holding in top 10: 7 → 7 (0)

24% less repeat investments, than reductions

Existing positions increased: 132 | Existing positions reduced: 174

Holders
436
Holders Change
+49
Holders Change %
+12.66%
% of All Funds
10.87%
Holding in Top 10
7
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.17%
New
77
Increased
132
Reduced
174
Closed
26
Calls
$9.03M
Puts
$4.84M
Net Calls
+$4.19M
Net Calls Change
+$5.66M

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
+$174M
2
State Street
State Street
Massachusetts
+$111M
3
Allianz Asset Management
Allianz Asset Management
Germany
+$86.8M
4
Janus Henderson Group
Janus Henderson Group
United Kingdom
+$84M
5
Goldman Sachs
Goldman Sachs
New York
+$46.6M

Top Sellers

1
BlackRock
BlackRock
New York
-$205M
2
JP Morgan Chase
JP Morgan Chase
New York
-$50.4M
3
NI
Numeric Investors
Massachusetts
-$45.1M
4
SAM
Southeastern Asset Management
Tennessee
-$42.2M
5
Principal Financial Group
Principal Financial Group
Iowa
-$36M
Name Holding Trade Value Shares
Change 		Change in
Stake
ISL
276
Ingalls & Snyder LLC
New York
$881K – – –
AC
277
Allstate Corporation
Illinois
$852K +$826K +3,346 New
LTFS
278
Ladenburg Thalmann Financial Services
Florida
$822K +$235K +953 +42%
AP
279
Advisors Preferred
Maryland
$815K +$407K +1,648 +106%
KAS
280
Kemnay Advisory Services
New York
$810K +$786K +3,183 New
VI
281
Versor Investments
New York
$803K +$779K +3,156 New
SIM
282
Sentry Investment Management
Wisconsin
$802K +$778K +3,152 New
NIMI
283
Natixis Investment Managers International
France
$795K -$133K -538 -15%
SMDAM
284
Sumitomo Mitsui DS Asset Management
Japan
$784K -$36.3K -147 -5%
AIL
285
AGF Investments LLC
Ontario, Canada
$782K +$55.3K +224 +8%
COPPSERS
286
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$777K -$721K -2,922 -49%
N
287
Natixis
France
$770K +$11.6K +47 +2%
SF
288
Synovus Financial
Georgia
$767K +$16.5K +67 +2%
GAM
289
Gotham Asset Management
New York
$764K +$740K +2,999 New
CONA
290
Capital One National Association
New York
$747K -$250K -1,012 -26%
FQ
291
First Quadrant
California
$713K – – –
BTS
292
BB&T Securities
Virginia
$705K -$1.36M -5,530 -67%
CCM
293
Cadence Capital Management
Massachusetts
$698K -$965K -3,909 -59%
EMG
294
Ellington Management Group
Connecticut
$687K +$98.7K +400 +17%
CANY
295
Caxton Associates (New York)
New York
$687K +$666K +2,700 New
MBA
296
McQueen Ball & Associates
Pennsylvania
$676K – – –
KRS
297
Kentucky Retirement Systems
Kentucky
$670K +$650K +2,633 New
BC
298
Burney Company
Virginia
$656K +$55.5K +225 +10%
TCM
299
Tradition Capital Management
New Jersey
$655K -$12.3K -50 -2%
LSERS
300
Louisiana State Employees Retirement System
Louisiana
$636K -$1.93M -7,800 -76%
10 11
12
13 14

EG Hedge Fund Activity: Q2 2017 in Review

436 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Everest Group (EG) for Q2 2017, worth a combined $9.79B — up 11% from $8.83B a quarter earlier.

Buyers outnumbered sellers: 77 funds opened new EG positions and 26 closed out — a net gain of 51 holders — while 132 added to existing stakes and 174 trimmed.

The largest buyer was Vanguard Group, adding an estimated $174M. The largest seller was BlackRock, cutting an estimated $205M.

  • 436 institutional investors held Everest Group (EG) as of Q2 2017, up from 387 in Q1 2017.
  • Funds reported $9.79B of Everest Group stock for Q2 2017, up 11% quarter-over-quarter.
  • 77 funds opened new Everest Group positions in Q2 2017 and 26 closed out, a net change of +51 holders.
  • The largest Everest Group buyer in Q2 2017 was Vanguard Group, an estimated $174M added.
  • The largest Everest Group seller in Q2 2017 was BlackRock, an estimated $205M sold.

Based on aggregated 13F filings for Q2 2017.