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Everest Group
EG

439 hedge funds and large institutions have $8.84B invested in Everest Group in 2018 Q2 according to their latest regulatory filings, with 52 funds opening new positions, 151 increasing their positions, 173 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed

44% more call options, than puts

Call options by funds: $27.5M | Put options by funds: $19.1M

1.05% more ownership

Funds ownership: 92.78% → 93.83% (+1.1%)

5% less funds holding

Funds holding: 462 → 439 (-23)

9% less capital invested

Capital invested by funds: $9.73B → $8.84B (-$886M)

13% less repeat investments, than reductions

Existing positions increased: 151 | Existing positions reduced: 173

28% less first-time investments, than exits

New positions opened: 52 | Existing positions closed: 72

75% less funds holding in top 10

Funds holding in top 10: 8 → 2 (-6)

Holders
439
Holders Change
-23
Holders Change %
-4.98%
% of All Funds
10.05%
Holding in Top 10
2
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-75%
% of All Funds
0.05%
New
52
Increased
151
Reduced
173
Closed
72
Calls
$27.5M
Puts
$19.1M
Net Calls
+$8.39M
Net Calls Change
+$3.11M

Top Buyers

1
AllianceBernstein
AllianceBernstein
Tennessee
+$127M
2
VVP
Vulcan Value Partners
Alabama
+$85.3M
3
Man Group
Man Group
United Kingdom
+$60.5M
4
Franklin Resources
Franklin Resources
California
+$57.5M
5
CIP
Champlain Investment Partners
Vermont
+$56.7M

Top Sellers

1
Citadel Advisors
Citadel Advisors
Florida
-$77.6M
2
GC
Guggenheim Capital
Illinois
-$42.5M
3
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
-$35.4M
4
AQR Capital Management
AQR Capital Management
Connecticut
-$34.4M
5
PAM
Panagora Asset Management
Massachusetts
-$33.9M
Name Holding Trade Value Shares
Change 		Change in
Stake
CB
176
Chemical Bank
Michigan
$2.52M -$11.3K -48 -0.4%
Rafferty Asset Management
177
Rafferty Asset Management
New York
$2.44M -$5.15M -21,925 -67%
NVIM
178
New Vernon Investment Management
Illinois
$2.43M – – –
FM
179
Foster & Motley
Ohio
$2.42M -$89.2K -380 -3%
CC
180
Cognios Capital
Kansas
$2.41M +$188K +802 +8%
CBNLCF
181
Cognios Beta Neutral Large Cap Fund
Kansas
$2.41M +$2.46M +10,473 New
OPERF
182
Oregon Public Employees Retirement Fund
Oregon
$2.36M +$479K +2,040 +25%
TPSF
183
Texas Permanent School Fund
Texas
$2.31M -$130K -553 -5%
XK
184
Xact Kapitalforvaltning
Sweden
$2.3M – – –
LCP
185
Legacy Capital Partners
Wisconsin
$2.27M +$561K +2,390 +32%
State of Tennessee, Department of Treasury
186
State of Tennessee, Department of Treasury
Tennessee
$2.26M -$1.6M -6,828 -41%
VCA
187
Verdence Capital Advisors
Maryland
$2.21M +$2.25M +9,580 New
SGA
188
Strategic Global Advisors
California
$2.2M – – –
OC
189
Oppenheimer & Co
New York
$2.17M -$141K -600 -6%
Stifel Financial
190
Stifel Financial
Missouri
$2.12M +$504K +2,148 +30%
DM
191
Delphi Management
Massachusetts
$2.12M -$50.9K -217 -2%
SI
192
Stephens Inc
Arkansas
$2.1M +$23.5K +100 +1%
SLAM
193
Swiss Life Asset Management
$2.08M -$134K -569 -6%
AB
194
Amalgamated Bank
New York
$2.08M +$2.12M +9,025 New
PC
195
PhiloSmith Capital
Connecticut
$2.07M – – –
KeyBank National Association
196
KeyBank National Association
Ohio
$1.94M -$471K -2,005 -19%
Caisse de Depot et Placement du Quebec (CDPQ)
197
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$1.91M -$47K -200 -2%
TCOT
198
Trust Company of Toledo
Ohio
$1.89M – – –
CAM
199
Cozad Asset Management
Illinois
$1.88M +$1.91M +8,144 New
PNC Financial Services Group
200
PNC Financial Services Group
Pennsylvania
$1.85M +$138K +587 +8%
6 7
8
9 10

EG Hedge Fund Activity: Q2 2018 in Review

439 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Everest Group (EG) for Q2 2018, worth a combined $8.84B — down 9.1% from $9.73B a quarter earlier.

Sellers outnumbered buyers: 72 funds closed out of EG and 52 opened new positions — a net loss of 20 holders — while 173 trimmed existing stakes and 151 added.

The largest buyer was AllianceBernstein, adding an estimated $127M. The largest seller was Citadel Advisors, cutting an estimated $77.6M.

  • 439 institutional investors held Everest Group (EG) as of Q2 2018, down from 462 in Q1 2018.
  • Funds reported $8.84B of Everest Group stock for Q2 2018, down 9.1% quarter-over-quarter.
  • 52 funds opened new Everest Group positions in Q2 2018 and 72 closed out, a net change of -20 holders.
  • The largest Everest Group buyer in Q2 2018 was AllianceBernstein, an estimated $127M added.
  • The largest Everest Group seller in Q2 2018 was Citadel Advisors, an estimated $77.6M sold.

Based on aggregated 13F filings for Q2 2018.