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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
OIA
426
Optimum Investment Advisors
Illinois
$4K +$3.76K +16 New
FMII
427
Farmers & Merchants Investments Inc
Nebraska
$3K – – –
SWM
428
SeaCrest Wealth Management
New York
$3K – – –
HR
429
Howe & Rusling
New York
$3K +$470 +2 +18%
Carson Wealth (CWM LLC)
430
Carson Wealth (CWM LLC)
Nebraska
$3K +$2.82K +12 New
GWS
431
Glassman Wealth Services
Virginia
$3K +$2.82K +12 New
CAW
432
Cornerstone Advisors (Washington)
Washington
$2K – – –
ACS
433
Archford Capital Strategies
Illinois
$1K – – –
FANJ
434
Financial Architects (New Jersey)
New Jersey
$1K +$939 +4 New
AF
435
Advisornet Financial
Minnesota
$1K +$1.17K +5 New
MSA
436
Marino Stram & Associates
Massachusetts
$1K +$1.41K +6 New
MPWT
437
MassMutual Private Wealth & Trust
Connecticut
$691 +$704 +3 New
AIL
438
AGF Investments LLC
Ontario, Canada
$604 -$48.6K -207 -7%
FRA
439
Front Row Advisors
California
$2 – – –
WRF
440
Waddell & Reed Financial
Kansas
– -$25.8M -100,300 Closed
Cohen & Steers
441
Cohen & Steers
New York
– -$19.7M -76,719 Closed
MWNA
442
Marshall Wace North America
New York
– -$16M -62,474 Closed
GC
443
Gillson Capital
Illinois
– -$12.5M -48,492 Closed
MPAM
444
Monarch Partners Asset Management
Massachusetts
– -$10.4M -40,445 Closed
SFM
445
Soros Fund Management
New York
– -$9.18M -35,744 Closed
DnB Asset Management
446
DnB Asset Management
Norway
– -$5.25M -20,457 Closed
BS
447
Banco Santander
Spain
– -$4.42M -17,200 Closed
GLA
448
Great Lakes Advisors
Illinois
– -$3.94M -15,326 Closed
ZIG
449
Zurich Insurance Group
Switzerland
– -$3.86M -15,036 Closed
HI
450
HBK Investments
Texas
– -$2.28M -8,865 Closed
16 17
18
19 20

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.