Everest Group
377 hedge funds and large institutions have $7.63B invested in Everest Group in 2015 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 144 increasing their positions, 132 reducing their positions, and 41 closing their positions.
9% more repeat investments, than reductions
Existing positions increased: 144 | Existing positions reduced: 132
3% more capital invested
Capital invested by funds: $7.42B → $7.63B (+$211M)
0% more funds holding in top 10
Funds holding in top 10: 5 → 5 (0)
1.83% less ownership
Funds ownership: 96.52% → 94.69% (-1.8%)
4% less funds holding
Funds holding: 392 → 377 (-15)
32% less first-time investments, than exits
New positions opened: 28 | Existing positions closed: 41
40% less call options, than puts
Call options by funds: $8.54M | Put options by funds: $14.2M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Axa
Paris,
France
|
+$45M |
| 2 |
Principal Financial Group
Des Moines,
Iowa
|
+$34.6M |
| 3 |
JP Morgan Chase
New York
|
+$29.7M |
| 4 |
Citadel Advisors
Miami,
Florida
|
+$26.6M |
| 5 |
CEP
Chicago Equity Partners
Chicago,
Illinois
|
+$22.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
DSA
Davis Selected Advisers
Tucson,
Arizona
|
-$135M |
| 2 |
SOMRS
State of Michigan Retirement System
Lansing,
Michigan
|
-$66.7M |
| 3 |
WG
Winton Group
London,
United Kingdom
|
-$30.2M |
| 4 |
VVP
Vulcan Value Partners
Birmingham,
Alabama
|
-$28.4M |
| 5 |
SAM
Southeastern Asset Management
Memphis,
Tennessee
|
-$28M |
EG Hedge Fund Activity: Q2 2015 in Review
377 of the 3,712 institutional investors tracked by Wall St. Rank reported a position in Everest Group (EG) for Q2 2015, worth a combined $7.63B — up 2.8% from $7.42B a quarter earlier.
Sellers outnumbered buyers: 41 funds closed out of EG and 28 opened new positions — a net loss of 13 holders — while 132 trimmed existing stakes and 144 added.
The largest buyer was Axa, adding an estimated $45M. The largest seller was Davis Selected Advisers, cutting an estimated $135M.
- 377 institutional investors held Everest Group (EG) as of Q2 2015, down from 392 in Q1 2015.
- Funds reported $7.63B of Everest Group stock for Q2 2015, up 2.8% quarter-over-quarter.
- 28 funds opened new Everest Group positions in Q2 2015 and 41 closed out, a net change of -13 holders.
- The largest Everest Group buyer in Q2 2015 was Axa, an estimated $45M added.
- The largest Everest Group seller in Q2 2015 was Davis Selected Advisers, an estimated $135M sold.
Based on aggregated 13F filings for Q2 2015.