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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
Citadel Advisors
276
Citadel Advisors
Florida
$2.07M -$35.7M -95,193 -95%
BCIM
277
British Columbia Investment Management
British Columbia, Canada
$2.06M +$69K +184 +4%
SC
278
Savant Capital
Illinois
$1.99M +$1.63M +4,334 +639%
HA
279
Harbor Advisors
Florida
$1.99M – – –
RC
280
RBF Capital
California
$1.99M – – –
NAM
281
Nissay Asset Management
Japan
$1.98M +$33K +88 +2%
UIM
282
USS Investment Management
United Kingdom
$1.98M -$1.29M -3,437 -41%
PNC Financial Services Group
283
PNC Financial Services Group
Pennsylvania
$1.94M +$306K +815 +20%
Cetera Investment Advisers
284
Cetera Investment Advisers
Illinois
$1.94M +$516K +1,377 +39%
LBC
285
Lowe Brockenbrough & Co
Virginia
$1.93M -$152K -406 -8%
Wealth Enhancement Advisory Services
286
Wealth Enhancement Advisory Services
Minnesota
$1.9M +$1.11M +2,964 +164%
PL
287
Perpetual Ltd
Australia
$1.88M +$849K +2,264 +92%
WBC
288
Westpac Banking Corp
Australia
$1.88M +$849K +2,264 +92%
DM
289
Delphi Management
Massachusetts
$1.87M +$404K +1,077 +30%
ONB
290
Old National Bancorp
Indiana
$1.84M -$461K -1,229 -21%
DAS
291
Dynamic Advisor Solutions
Arizona
$1.81M +$489K +1,305 +40%
FMI
292
F/M Investments
District of Columbia
$1.75M -$9.37K -25 -0.6%
MML Investors Services
293
MML Investors Services
Massachusetts
$1.75M -$455K -1,213 -22%
SMDAM
294
Sumitomo Mitsui DS Asset Management
Japan
$1.73M +$16.5K +44 +1%
PAS
295
Park Avenue Securities
New York
$1.73M +$19.9K +53 +1%
ISL
296
Ingalls & Snyder LLC
New York
$1.73M +$51.4K +137 +3%
GC
297
Globeflex Capital
California
$1.71M – – –
Daiwa Securities Group
298
Daiwa Securities Group
Japan
$1.68M +$99K +264 +7%
First Manhattan
299
First Manhattan
New York
$1.67M – – –
Public Employees Retirement Association of Colorado
300
Public Employees Retirement Association of Colorado
Colorado
$1.63M – – –
10 11
12
13 14

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.