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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
APM
701
Advanced Portfolio Management
New York
– -$397K -1,123 Closed
1WA
702
180 Wealth Advisors
Washington
– -$374K -1,033 Closed
EFI
703
EHP Funds Inc
Canada
– -$354K -1,000 Closed
CF
704
Centaurus Financial
California
– -$345K -975 Closed
FI
705
FJ Investments
Utah
– -$338K -955 Closed
AIA
706
Arrow Investment Advisors
Maryland
– -$317K -897 Closed
ALAM
707
Asahi Life Asset Management
Japan
– -$316K -895 Closed
JCIA
708
Jackson Creek Investment Advisors
Colorado
– -$301K -852 Closed
FA
709
FDx Advisors
Illinois
– -$281K -795 Closed
RIA
710
Realta Investment Advisors
Delaware
– -$280K -791 Closed
SFA
711
Sequoia Financial Advisors
Ohio
– -$252K -713 Closed
BPC
712
Banque Pictet & Cie
Switzerland
– -$311K -667 Closed
CIBC World Market
713
CIBC World Market
Ontario, Canada
– -$232K -656 Closed
NL
714
NWAM LLC
Washington
– -$224K -633 Closed
GSC
715
Ground Swell Capital
South Carolina
– -$218K -617 Closed
KAS
716
Kestra Advisory Services
Texas
– -$207K -586 Closed
WTG
717
West Tower Group
Virginia
– -$91.2K -258 Closed
QL
718
Quarry LP
New York
– -$71.4K -202 Closed
ASN
719
Advisory Services Network
Georgia
– -$51.6K -146 Closed
BWM
720
BKM Wealth Management
Wisconsin
– -$46.7K -132 Closed
UOTTAIMCU
721
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
– -$31.8K -90 Closed
HT
722
Headlands Technologies
Illinois
– -$24.8K -70 Closed
CBT
723
Central Bank & Trust
Kentucky
– -$13.4K -38 Closed
TCWA
724
Turtle Creek Wealth Advisors
Texas
– -$12.7K -36 Closed
AF
725
Advisornet Financial
Minnesota
– -$4.6K -13 Closed
26 27 28
29
30

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.