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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
HI
501
Horizon Investments
North Carolina
$250K +$6K +16 +3%
NIM
502
NEOS Investment Management
Connecticut
$240K -$3.38K -9 -1%
CTC
503
Central Trust Company
Missouri
$240K -$26.6K -71 -11%
PCIA
504
Prime Capital Investment Advisors
Kansas
$233K +$220K +586 New
SAM
505
Sompo Asset Management
Japan
$231K -$22.5K -60 -9%
WPC
506
Wedmont Private Capital
Pennsylvania
$228K -$375 -1 -0.2%
AWA
507
Arkadios Wealth Advisors
Georgia
$223K +$210K +560 New
CI Investments Inc
508
CI Investments Inc
Ontario, Canada
$221K -$182K -485 -47%
ECG
509
Edge Capital Group
Georgia
$220K +$207K +553 New
LNWWM
510
Laird Norton Wetherby Wealth Management
California
$216K -$22.1K -59 -10%
CCM
511
Coldstream Capital Management
Washington
$215K +$202K +540 New
IA
512
IFP Advisors
Florida
$213K +$16.1K +43 +9%
WMWM
513
Whitaker-Myers Wealth Managers
Ohio
$211K +$199K +531 New
ST
514
Somerset Trust
Pennsylvania
$211K +$199K +531 New
DWM
515
Dynasty Wealth Management
Florida
$209K +$198K +527 New
LSA
516
Leonteq Securities AG
Switzerland
$204K -$50.6K -135 -21%
PA
517
Parallel Advisors
California
$204K +$25.5K +68 +15%
CA
518
CoreCap Advisors
Michigan
$202K +$190K +508 New
DWM
519
Darwin Wealth Management
Florida
$201K -$52.1K -139 -22%
JF
520
Jump Financial
Illinois
$201K -$4.62M -12,316 -96%
Assenagon Asset Management
521
Assenagon Asset Management
Luxembourg
$201K -$1.79M -4,772 -90%
DWA
522
Delap Wealth Advisory
Oregon
$201K +$190K +506 New
AC
523
Armistice Capital
New York
$201K +$189K +505 New
WB
524
Webster Bank
Connecticut
$199K – – –
AIP
525
Ameritas Investment Partners
Nebraska
$192K – – –
19 20
21
22 23

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.