Everest Group
436 hedge funds and large institutions have $8.38B invested in Everest Group in 2017 Q4 according to their latest regulatory filings, with 72 funds opening new positions, 127 increasing their positions, 187 reducing their positions, and 74 closing their positions.
300% more funds holding in top 10
Funds holding in top 10: 1 → 4 (+3)
1% less funds holding
Funds holding: 440 → 436 (-4)
3% less first-time investments, than exits
New positions opened: 72 | Existing positions closed: 74
2.61% less ownership
Funds ownership: 94.79% → 92.18% (-2.6%)
6% less capital invested
Capital invested by funds: $8.89B → $8.38B (-$510M)
32% less repeat investments, than reductions
Existing positions increased: 127 | Existing positions reduced: 187
58% less call options, than puts
Call options by funds: $15.8M | Put options by funds: $37.7M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Boston Partners
Boston,
Massachusetts
|
+$392M |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$156M |
| 3 |
AllianceBernstein
Nashville,
Tennessee
|
+$89.8M |
| 4 |
CIP
Champlain Investment Partners
Burlington,
Vermont
|
+$81.5M |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
+$59.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
APG Asset Management
Amsterdam,
Netherlands
|
-$228M |
| 2 |
Invesco
Atlanta,
Georgia
|
-$94.2M |
| 3 |
Wells Fargo
San Francisco,
California
|
-$60.9M |
| 4 |
Goldman Sachs
New York
|
-$54.6M |
| 5 |
AQR Capital Management
Greenwich,
Connecticut
|
-$54.2M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
501
DZ Bank
Frankfurt Am Main,
Germany
| – | -$140K | -615 | Closed |
|
|
NAMA
502
Nikko Asset Management Americas
New York
| – | -$114K | -500 | Closed |
|
|
RA
503
Rational Advisors
Huntington,
New York
| – | -$91K | -400 | Closed |
|
|
FMA
504
FNY Managed Accounts
New York
| – | -$25K | -112 | Closed |
|
|
HCC
505
Hirtle Callaghan & Co
West Conshohocken,
Pennsylvania
| – | -$20K | -88 | Closed |
|
|
NFG
506
Next Financial Group
Houston,
Texas
| – | -$18K | -75 | Closed |
|
|
ZB
507
Zions Bancorporation
Salt Lake City,
Utah
| – | -$11K | -48 | Closed |
|
|
SIM
508
Sonora Investment Management
Tucson,
Arizona
| – | -$2.28K | -10 | Closed |
|
|
VNA
509
Valley National Advisers
Bethlehem,
Pennsylvania
| – | -$1K | -3 | Closed |
|
EG Hedge Fund Activity: Q4 2017 in Review
436 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Everest Group (EG) for Q4 2017, worth a combined $8.38B — down 5.7% from $8.89B a quarter earlier.
Sellers outnumbered buyers: 74 funds closed out of EG and 72 opened new positions — a net loss of 2 holders — while 187 trimmed existing stakes and 127 added.
The largest buyer was Boston Partners, opening a new position worth an estimated $392M. The largest seller was APG Asset Management, cutting an estimated $228M.
- 436 institutional investors held Everest Group (EG) as of Q4 2017, down from 440 in Q3 2017.
- Funds reported $8.38B of Everest Group stock for Q4 2017, down 5.7% quarter-over-quarter.
- 72 funds opened new Everest Group positions in Q4 2017 and 74 closed out, a net change of -2 holders.
- The largest Everest Group buyer in Q4 2017 was Boston Partners, an estimated $392M added.
- The largest Everest Group seller in Q4 2017 was APG Asset Management, an estimated $228M sold.
Based on aggregated 13F filings for Q4 2017.