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Everest Group
EG

630 hedge funds and large institutions have $15.4B invested in Everest Group in 2024 Q2 according to their latest regulatory filings, with 65 funds opening new positions, 258 increasing their positions, 211 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed

22% more repeat investments, than reductions

Existing positions increased: 258 | Existing positions reduced: 211

0% more first-time investments, than exits

New positions opened: 65 | Existing positions closed: 65

5% less capital invested

Capital invested by funds: $16.2B → $15.4B (-$803M)

1.02% less ownership

Funds ownership: 94.08% → 93.06% (-1%)

2% less funds holding

Funds holding: 640 → 630 (-10)

27% less funds holding in top 10

Funds holding in top 10: 11 → 8 (-3)

31% less call options, than puts

Call options by funds: $32.8M | Put options by funds: $47.8M

Holders
630
Holders Change
-10
Holders Change %
-1.56%
% of All Funds
9.1%
Holding in Top 10
8
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-27.27%
% of All Funds
0.12%
New
65
Increased
258
Reduced
211
Closed
65
Calls
$32.8M
Puts
$47.8M
Net Calls
-$14.9M
Net Calls Change
+$9.39M

Top Buyers

Rank Fund Capital Flow
1
Norges Bank
Norges Bank
Norway
+$111M
2
BlackRock
BlackRock
New York
+$94M
3
Invesco
Invesco
Georgia
+$93M
4
William Blair Investment Management
William Blair Investment Management
Illinois
+$50.9M
5
Man Group
Man Group
United Kingdom
+$39.9M

Top Sellers

Rank Fund Capital Flow
1
UBS AM
UBS AM
Illinois
-$74.7M
2
Los Angeles Capital Management
Los Angeles Capital Management
California
-$71.4M
3
BCPEMI
Bain Capital Public Equity Management II
Massachusetts
-$57.7M
4
JP Morgan Chase
JP Morgan Chase
New York
-$54.2M
5
Wellington Management Group
Wellington Management Group
Massachusetts
-$38.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
ATPW
601
Ashton Thomas Private Wealth
Arizona
$3.81K +$3.78K +10 New
WWP
602
WR Wealth Planners
Missouri
$3.43K -$756 -2 -18%
HGA
603
Hobbs Group Advisors
South Carolina
$3.06K +$3.02K +8 New
FCG
604
Financial Connections Group
California
$3K – – –
DPW
605
DiNuzzo Private Wealth
Pennsylvania
$2.67K +$378 +1 +17%
WTA
606
Washington Trust Advisors
Massachusetts
$2.52K – – –
JFA
607
JNBA Financial Advisors
Minnesota
$2.29K – – –
SWM
608
Spire Wealth Management
Virginia
$2.29K +$378 +1 +20%
PO
609
Private Ocean
California
$2.29K +$2.27K +6 New
CAL
610
Capital Analysts LLC
Pennsylvania
$2K – – –
CAL
611
Capital Advisors Ltd
Ohio
$2K +$1.89K +5 New
LFG
612
Larson Financial Group
Missouri
$1.91K +$1.51K +4 +400%
DF
613
Dunhill Financial
United Kingdom
$1.83K – – –
GEA
614
Glen Eagle Advisors
New Jersey
$1.53K +$1.51K +4 New
CWC
615
Carolinas Wealth Consulting
North Carolina
$1.14K – – –
AP
616
Aspect Partners
Virginia
$1.14K – – –
IRC
617
Investors Research Corp
Georgia
$1.14K – – –
ECM
618
Everence Capital Management
Indiana
$1.04K – – –
VNA
619
Valley National Advisers
Pennsylvania
$1K +$756 +2 +67%
SIC
620
Salem Investment Counselors
North Carolina
$763 – – –
RIL
621
Rothschild Investment LLC
Illinois
$762 -$756 -2 -50%
RCM
622
Raleigh Capital Management
North Carolina
$762 – – –
CTB
623
Country Trust Bank
Illinois
$762 +$756 +2 New
CPG
624
Cornerstone Planning Group
New Jersey
$713 -$378 -1 -33%
Kayne Anderson Rudnick Investment Management
625
Kayne Anderson Rudnick Investment Management
California
$447 – – –
23 24
25
26 27

EG Hedge Fund Activity: Q2 2024 in Review

630 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Everest Group (EG) for Q2 2024, worth a combined $15.4B — down 5% from $16.2B a quarter earlier.

Fund positioning in EG was balanced in Q2 2024: 65 funds opened new positions, 65 closed out, 258 added to existing stakes and 211 trimmed.

The largest buyer was Norges Bank, adding an estimated $111M. The largest seller was UBS AM, cutting an estimated $74.7M.

  • 630 institutional investors held Everest Group (EG) as of Q2 2024, down from 640 in Q1 2024.
  • Funds reported $15.4B of Everest Group stock for Q2 2024, down 5% quarter-over-quarter.
  • 65 funds opened new Everest Group positions in Q2 2024 and 65 closed out, a net change of 0 holders.
  • The largest Everest Group buyer in Q2 2024 was Norges Bank, an estimated $111M added.
  • The largest Everest Group seller in Q2 2024 was UBS AM, an estimated $74.7M sold.

Based on aggregated 13F filings for Q2 2024.