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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
GCA
376
Greenwood Capital Associates
South Carolina
$772K -$14.2K -38 -2%
Vontobel Holding
377
Vontobel Holding
Switzerland
$764K +$21.4K +57 +3%
Commonwealth Equity Services
378
Commonwealth Equity Services
Massachusetts
$748K +$430K +1,148 +157%
OCBCO
379
Oversea-Chinese Banking Corp (OCBC)
Singapore
$729K -$271K -723 -28%
TCM
380
Traynor Capital Management
Pennsylvania
$722K +$187K +499 +38%
CIP
381
Capital Insight Partners
Arizona
$720K +$197K +525 +41%
National Bank of Canada
382
National Bank of Canada
Quebec, Canada
$708K -$2.5M -6,667 -78%
SIP
383
Stoneridge Investment Partners
Pennsylvania
$707K +$667K +1,779 New
MLICM
384
Metropolitan Life Insurance Company (MetLife)
New York
$696K -$6K -16 -0.9%
BCWM
385
Bartlett & Co Wealth Management
Ohio
$694K – – –
LFA
386
Legend Financial Advisors
Pennsylvania
$691K +$652K +1,738 New
IIA
387
IPG Investment Advisors
California
$680K +$641K +1,710 New
ECA
388
Elevated Capital Advisors
Utah
$679K +$56.6K +151 +10%
BOS
389
Bank of Stockton
California
$678K -$16.9K -45 -3%
CB
390
Commerce Bank
Missouri
$669K +$1.13K +3 +0.2%
QCM
391
Qsemble Capital Management
New York
$662K +$624K +1,665 New
TA
392
TFB Advisors
Kansas
$659K +$341K +909 +104%
UA
393
Unison Advisors
District of Columbia
$652K +$2.63K +7 +0.4%
PWM
394
Perigon Wealth Management
California
$640K +$604K +1,610 New
AAM
395
Advisors Asset Management
Colorado
$629K -$185K -493 -24%
ATC
396
Argent Trust Co
Tennessee
$610K -$73.1K -195 -11%
WC
397
Wexford Capital
Florida
$596K -$487K -1,300 -46%
MIA
398
MeadowBrook Investment Advisors
Michigan
$596K -$34.9K -93 -6%
AMIM
399
Aull & Monroe Investment Management
Alabama
$596K – – –
NB
400
Norinchukin Bank
Japan
$595K -$8.62K -23 -2%
14 15
16
17 18

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.