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Everest Group
EG

399 hedge funds and large institutions have $8.15B invested in Everest Group in 2016 Q4 according to their latest regulatory filings, with 61 funds opening new positions, 121 increasing their positions, 165 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

91% more first-time investments, than exits

New positions opened: 61 | Existing positions closed: 32

75% more funds holding in top 10

Funds holding in top 10: 4 → 7 (+3)

37% more call options, than puts

Call options by funds: $9.14M | Put options by funds: $6.66M

14% more capital invested

Capital invested by funds: $7.13B → $8.15B (+$1.02B)

6% more funds holding

Funds holding: 377 → 399 (+22)

2.08% more ownership

Funds ownership: 90.18% → 92.26% (+2.1%)

27% less repeat investments, than reductions

Existing positions increased: 121 | Existing positions reduced: 165

Holders
399
Holders Change
+22
Holders Change %
+5.84%
% of All Funds
9.97%
Holding in Top 10
7
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+75%
% of All Funds
0.17%
New
61
Increased
121
Reduced
165
Closed
32
Calls
$9.14M
Puts
$6.66M
Net Calls
+$2.49M
Net Calls Change
+$3.2M

Top Buyers

1
Wells Fargo
Wells Fargo
California
+$105M
2
Skandinaviska Enskilda Banken (SEB)
Skandinaviska Enskilda Banken (SEB)
Sweden
+$82M
3
Goldman Sachs
Goldman Sachs
New York
+$57.9M
4
NI
Numeric Investors
Massachusetts
+$25.7M
5
Charles Schwab
Charles Schwab
California
+$23.1M

Top Sellers

1
Citadel Advisors
Citadel Advisors
Florida
-$105M
2
Vanguard Group
Vanguard Group
Pennsylvania
-$73.2M
3
JP Morgan Chase
JP Morgan Chase
New York
-$52.6M
4
MTB
Mizuho Trust & Banking
Japan
-$27.2M
5
AL
AJO LP
Pennsylvania
-$24.5M
Name Holding Trade Value Shares
Change 		Change in
Stake
HCM
401
Highbridge Capital Management
New York
– -$5.47M -28,789 Closed
DILH
402
Dai-ichi Life Holdings
Japan
– -$5.12M -26,963 Closed
IGIM
403
I.G. Investment Management
Manitoba, Canada
– -$5.04M -26,515 Closed
EIP
404
Epoch Investment Partners
New York
– -$3.85M -20,282 Closed
SO
405
STRS Ohio
Ohio
– -$1.37M -7,230 Closed
D.E. Shaw & Co
406
D.E. Shaw & Co
New York
– -$1.34M -7,076 Closed
WCM
407
Wedge Capital Management
North Carolina
– -$1.33M -6,995 Closed
DL
408
Delta Lloyd
Netherlands
– -$1.14M -5,988 Closed
SI
409
Stephens Inc
Arkansas
– -$1.11M -5,834 Closed
DC
410
Deere & Company
Illinois
– -$890K -4,685 Closed
HAM
411
Highstreet Asset Management
Ontario, Canada
– -$884K -4,655 Closed
Stifel Financial
412
Stifel Financial
Missouri
– -$883K -4,626 Closed
NBC
413
Neuberger Berman Canada
Ontario, Canada
– -$712K -3,453 Closed
LAM
414
Lingohr Asset Management
Germany
– -$627K -3,300 Closed
ACM
415
Americafirst Capital Management
California
– -$556K -2,928 Closed
TI
416
Trexquant Investment
Connecticut
– -$551K -2,900 Closed
VIA
417
Vident Investment Advisory
Georgia
– -$485K -2,551 Closed
KAM
418
Keeley Asset Management
Illinois
– -$290K -1,528 Closed
TMAM
419
Tokio Marine Asset Management
Japan
– -$284K -1,493 Closed
TNAM
420
Terra Nova Asset Management
New York
– -$275K -1,450 Closed
GCP
421
GSA Capital Partners
United Kingdom
– -$275K -1,446 Closed
BAC
422
Boys Arnold & Co
North Carolina
– -$202K -1,065 Closed
QSS
423
Quantitative Systematic Strategies
Florida
– -$201K -1,054 Closed
TG
424
TLP Group
Illinois
– -$121K -635 Closed
JFA
425
JNBA Financial Advisors
Minnesota
– -$57K -301 Closed
14 15 16
17
18

EG Hedge Fund Activity: Q4 2016 in Review

399 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Everest Group (EG) for Q4 2016, worth a combined $8.15B — up 14% from $7.13B a quarter earlier.

Buyers outnumbered sellers: 61 funds opened new EG positions and 32 closed out — a net gain of 29 holders — while 121 added to existing stakes and 165 trimmed.

The largest buyer was Wells Fargo, adding an estimated $105M. The largest seller was Citadel Advisors, cutting an estimated $105M.

  • 399 institutional investors held Everest Group (EG) as of Q4 2016, up from 377 in Q3 2016.
  • Funds reported $8.15B of Everest Group stock for Q4 2016, up 14% quarter-over-quarter.
  • 61 funds opened new Everest Group positions in Q4 2016 and 32 closed out, a net change of +29 holders.
  • The largest Everest Group buyer in Q4 2016 was Wells Fargo, an estimated $105M added.
  • The largest Everest Group seller in Q4 2016 was Citadel Advisors, an estimated $105M sold.

Based on aggregated 13F filings for Q4 2016.