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Everest Group
EG

439 hedge funds and large institutions have $8.84B invested in Everest Group in 2018 Q2 according to their latest regulatory filings, with 52 funds opening new positions, 151 increasing their positions, 173 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed

44% more call options, than puts

Call options by funds: $27.5M | Put options by funds: $19.1M

1.05% more ownership

Funds ownership: 92.78% → 93.83% (+1.1%)

5% less funds holding

Funds holding: 462 → 439 (-23)

9% less capital invested

Capital invested by funds: $9.73B → $8.84B (-$886M)

13% less repeat investments, than reductions

Existing positions increased: 151 | Existing positions reduced: 173

28% less first-time investments, than exits

New positions opened: 52 | Existing positions closed: 72

75% less funds holding in top 10

Funds holding in top 10: 8 → 2 (-6)

Holders
439
Holders Change
-23
Holders Change %
-4.98%
% of All Funds
10.05%
Holding in Top 10
2
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-75%
% of All Funds
0.05%
New
52
Increased
151
Reduced
173
Closed
72
Calls
$27.5M
Puts
$19.1M
Net Calls
+$8.39M
Net Calls Change
+$3.11M

Top Buyers

1
AllianceBernstein
AllianceBernstein
Tennessee
+$127M
2
VVP
Vulcan Value Partners
Alabama
+$85.3M
3
Man Group
Man Group
United Kingdom
+$60.5M
4
Franklin Resources
Franklin Resources
California
+$57.5M
5
CIP
Champlain Investment Partners
Vermont
+$56.7M

Top Sellers

1
Citadel Advisors
Citadel Advisors
Florida
-$77.6M
2
GC
Guggenheim Capital
Illinois
-$42.5M
3
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
-$35.4M
4
AQR Capital Management
AQR Capital Management
Connecticut
-$34.4M
5
PAM
Panagora Asset Management
Massachusetts
-$33.9M
Name Holding Trade Value Shares
Change 		Change in
Stake
GHAM
301
Gilman Hill Asset Management
Connecticut
$482K +$7.04K +30 +1%
GH
302
GAM Holding
Switzerland
$480K -$1.34M -5,697 -73%
ECM
303
Everence Capital Management
Indiana
$466K – – –
II
304
IFM Investors
Australia
$465K +$129K +549 +37%
Pacer Advisors
305
Pacer Advisors
Pennsylvania
$465K +$473K +2,016 New
EMG
306
Ellington Management Group
Connecticut
$461K +$470K +2,000 New
MYIA
307
Mount Yale Investment Advisors
Colorado
$460K -$6.57K -28 -1%
Holocene Advisors
308
Holocene Advisors
New York
$448K +$456K +1,944 New
GXMC
309
Global X Management Company
New York
$435K -$90.4K -385 -17%
PI
310
PineBridge Investments
New York
$419K -$12.2K -52 -3%
GIA
311
Gateway Investment Advisers
Ohio
$416K -$43.9K -187 -9%
GG
312
Gofen & Glossberg
Illinois
$403K -$47K -200 -10%
KRS
313
Kentucky Retirement Systems
Kentucky
$401K -$91.8K -391 -18%
Thrivent Financial for Lutherans
314
Thrivent Financial for Lutherans
Minnesota
$397K +$1.88K +8 +0.5%
EGA
315
E&G Advisors
Texas
$392K – – –
MCIM
316
Meadow Creek Investment Management
Georgia
$384K -$518K -2,208 -57%
LMGAM
317
Liberty Mutual Group Asset Management
Massachusetts
$378K +$235 +1 +0.1%
DT
318
Diversified Trust
Tennessee
$378K +$115K +490 +43%
AP
319
Advisor Partners
California
$365K +$13.1K +56 +4%
Victory Capital Management
320
Victory Capital Management
Texas
$363K +$33.3K +142 +10%
CS
321
Cannell & Spears
New York
$362K +$7.28K +31 +2%
HAM
322
Highstreet Asset Management
Ontario, Canada
$362K +$43.7K +186 +13%
ONB
323
Old National Bancorp
Indiana
$356K -$7.75K -33 -2%
TRCT
324
Tower Research Capital (TRC)
New York
$353K +$359K +1,530 New
Wellington Management Group
325
Wellington Management Group
Massachusetts
$351K -$7.6M -32,382 -96%
11 12
13
14 15

EG Hedge Fund Activity: Q2 2018 in Review

439 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Everest Group (EG) for Q2 2018, worth a combined $8.84B — down 9.1% from $9.73B a quarter earlier.

Sellers outnumbered buyers: 72 funds closed out of EG and 52 opened new positions — a net loss of 20 holders — while 173 trimmed existing stakes and 151 added.

The largest buyer was AllianceBernstein, adding an estimated $127M. The largest seller was Citadel Advisors, cutting an estimated $77.6M.

  • 439 institutional investors held Everest Group (EG) as of Q2 2018, down from 462 in Q1 2018.
  • Funds reported $8.84B of Everest Group stock for Q2 2018, down 9.1% quarter-over-quarter.
  • 52 funds opened new Everest Group positions in Q2 2018 and 72 closed out, a net change of -20 holders.
  • The largest Everest Group buyer in Q2 2018 was AllianceBernstein, an estimated $127M added.
  • The largest Everest Group seller in Q2 2018 was Citadel Advisors, an estimated $77.6M sold.

Based on aggregated 13F filings for Q2 2018.