Everest Group
392 hedge funds and large institutions have $7.42B invested in Everest Group in 2015 Q1 according to their latest regulatory filings, with 44 funds opening new positions, 140 increasing their positions, 147 reducing their positions, and 19 closing their positions.
132% more first-time investments, than exits
New positions opened: 44 | Existing positions closed: 19
6% more funds holding
Funds holding: 371 → 392 (+21)
0.83% more ownership
Funds ownership: 95.68% → 96.52% (+0.83%)
0% more capital invested
Capital invested by funds: $7.4B → $7.42B (+$16.8M)
5% less repeat investments, than reductions
Existing positions increased: 140 | Existing positions reduced: 147
17% less funds holding in top 10
Funds holding in top 10: 6 → 5 (-1)
55% less call options, than puts
Call options by funds: $4.23M | Put options by funds: $9.4M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
+$60.7M |
| 2 |
WG
Winton Group
London,
United Kingdom
|
+$29.5M |
| 3 |
Morgan Stanley
New York
|
+$21.9M |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
+$21.3M |
| 5 |
Prudential Financial
Newark,
New Jersey
|
+$17.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AllianceBernstein
Nashville,
Tennessee
|
-$71.1M |
| 2 |
SAM
Southeastern Asset Management
Memphis,
Tennessee
|
-$41.8M |
| 3 |
SOMRS
State of Michigan Retirement System
Lansing,
Michigan
|
-$37.1M |
| 4 |
Schroder Investment Management Group
London,
United Kingdom
|
-$25M |
| 5 |
JIM
Jupiter Investment Management
London,
United Kingdom
|
-$22.1M |
EG Hedge Fund Activity: Q1 2015 in Review
392 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in Everest Group (EG) for Q1 2015, worth a combined $7.42B — up 0.23% from $7.4B a quarter earlier.
Buyers outnumbered sellers: 44 funds opened new EG positions and 19 closed out — a net gain of 25 holders — while 140 added to existing stakes and 147 trimmed.
The largest buyer was JP Morgan Chase, adding an estimated $60.7M. The largest seller was AllianceBernstein, cutting an estimated $71.1M.
- 392 institutional investors held Everest Group (EG) as of Q1 2015, up from 371 in Q4 2014.
- Funds reported $7.42B of Everest Group stock for Q1 2015, up 0.23% quarter-over-quarter.
- 44 funds opened new Everest Group positions in Q1 2015 and 19 closed out, a net change of +25 holders.
- The largest Everest Group buyer in Q1 2015 was JP Morgan Chase, an estimated $60.7M added.
- The largest Everest Group seller in Q1 2015 was AllianceBernstein, an estimated $71.1M sold.
Based on aggregated 13F filings for Q1 2015.