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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
AMIM
476
Aull & Monroe Investment Management
Alabama
– -$385K -1,500 Closed
DA
477
Denali Advisors
California
– -$385K -1,500 Closed
DCM
478
Dynamic Capital Management
Jersey
– -$376K -1,466 Closed
IR
479
Invictus RG
Bermuda
– -$371K -1,445 Closed
CIC
480
Cornercap Investment Counsel
Georgia
– -$366K -1,424 Closed
CSS
481
Cubist Systematic Strategies
Connecticut
– -$292K -1,137 Closed
D.E. Shaw & Co
482
D.E. Shaw & Co
New York
– -$262K -1,117 Closed
CS
483
Candriam SCA
Luxembourg
– -$280K -1,090 Closed
BA
484
Bridgewater Associates
Connecticut
– -$255K -992 Closed
KRSITF
485
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
– -$240K -935 Closed
IRF
486
IBM Retirement Fund
New York
– -$229K -893 Closed
GT
487
Greenleaf Trust
Michigan
– -$219K -851 Closed
KFC
488
Klingenstein Fields & Co
New York
– -$218K -850 Closed
ECM
489
Evergreen Capital Management
Washington
– -$213K -830 Closed
IAA
490
Independent Advisor Alliance
North Carolina
– -$207K -813 Closed
SAM
491
Silvercrest Asset Management
New York
– -$208K -810 Closed
BFM
492
Boothbay Fund Management
New York
– -$205K -800 Closed
CI
493
Conning Inc
Connecticut
– -$205K -800 Closed
WG
494
Winton Group
United Kingdom
– -$205K -800 Closed
AP
495
Advisors Preferred
Maryland
– -$138K -538 Closed
PHK
496
Point72 Hong Kong
Hong Kong
– -$86K -336 Closed
EMG
497
ETF Managers Group
New Jersey
– -$76K -298 Closed
HIM
498
Hillsdale Investment Management
Ontario, Canada
– -$62K -240 Closed
CCA
499
Clearwater Capital Advisors
Illinois
– -$57K -220 Closed
TAM
500
Tiverton Asset Management
Delaware
– -$47K -183 Closed
17 18 19
20
21

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.