Everest Group
399 hedge funds and large institutions have $8.15B invested in Everest Group in 2016 Q4 according to their latest regulatory filings, with 61 funds opening new positions, 121 increasing their positions, 165 reducing their positions, and 32 closing their positions.
91% more first-time investments, than exits
New positions opened: 61 | Existing positions closed: 32
75% more funds holding in top 10
Funds holding in top 10: 4 → 7 (+3)
37% more call options, than puts
Call options by funds: $9.14M | Put options by funds: $6.66M
14% more capital invested
Capital invested by funds: $7.13B → $8.15B (+$1.02B)
6% more funds holding
Funds holding: 377 → 399 (+22)
2.08% more ownership
Funds ownership: 90.18% → 92.26% (+2.1%)
27% less repeat investments, than reductions
Existing positions increased: 121 | Existing positions reduced: 165
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
+$105M |
| 2 |
Skandinaviska Enskilda Banken (SEB)
Stockholm,
Sweden
|
+$82M |
| 3 |
Goldman Sachs
New York
|
+$57.9M |
| 4 |
NI
Numeric Investors
Boston,
Massachusetts
|
+$25.7M |
| 5 |
Charles Schwab
San Francisco,
California
|
+$23.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
-$105M |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
-$73.2M |
| 3 |
JP Morgan Chase
New York
|
-$52.6M |
| 4 |
MTB
Mizuho Trust & Banking
Tokyo,
Japan
|
-$27.2M |
| 5 |
AL
AJO LP
Philadelphia,
Pennsylvania
|
-$24.5M |
EG Hedge Fund Activity: Q4 2016 in Review
399 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Everest Group (EG) for Q4 2016, worth a combined $8.15B — up 14% from $7.13B a quarter earlier.
Buyers outnumbered sellers: 61 funds opened new EG positions and 32 closed out — a net gain of 29 holders — while 121 added to existing stakes and 165 trimmed.
The largest buyer was Wells Fargo, adding an estimated $105M. The largest seller was Citadel Advisors, cutting an estimated $105M.
- 399 institutional investors held Everest Group (EG) as of Q4 2016, up from 377 in Q3 2016.
- Funds reported $8.15B of Everest Group stock for Q4 2016, up 14% quarter-over-quarter.
- 61 funds opened new Everest Group positions in Q4 2016 and 32 closed out, a net change of +29 holders.
- The largest Everest Group buyer in Q4 2016 was Wells Fargo, an estimated $105M added.
- The largest Everest Group seller in Q4 2016 was Citadel Advisors, an estimated $105M sold.
Based on aggregated 13F filings for Q4 2016.