Everest Group
462 hedge funds and large institutions have $9.73B invested in Everest Group in 2018 Q1 according to their latest regulatory filings, with 79 funds opening new positions, 121 increasing their positions, 193 reducing their positions, and 46 closing their positions.
100% more funds holding in top 10
Funds holding in top 10: 4 → 8 (+4)
72% more first-time investments, than exits
New positions opened: 79 | Existing positions closed: 46
23% more call options, than puts
Call options by funds: $27.8M | Put options by funds: $22.5M
16% more capital invested
Capital invested by funds: $8.38B → $9.73B (+$1.35B)
6% more funds holding
Funds holding: 436 → 462 (+26)
0.6% more ownership
Funds ownership: 92.18% → 92.78% (+0.6%)
37% less repeat investments, than reductions
Existing positions increased: 121 | Existing positions reduced: 193
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AllianceBernstein
Nashville,
Tennessee
|
+$224M |
| 2 |
Boston Partners
Boston,
Massachusetts
|
+$224M |
| 3 |
SI
Scout Investments
Kansas City,
Missouri
|
+$57.4M |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
+$38.5M |
| 5 |
CTA
Carillon Tower Advisers
St. Petersburg,
Florida
|
+$35M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
-$90.3M |
| 2 |
JP Morgan Chase
New York
|
-$82.1M |
| 3 |
Janus Henderson Group
London,
United Kingdom
|
-$67.7M |
| 4 |
Robeco Institutional Asset Management
Rotterdam,
Netherlands
|
-$55.6M |
| 5 |
State Street
Boston,
Massachusetts
|
-$43.8M |
EG Hedge Fund Activity: Q1 2018 in Review
462 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in Everest Group (EG) for Q1 2018, worth a combined $9.73B — up 16% from $8.38B a quarter earlier.
Buyers outnumbered sellers: 79 funds opened new EG positions and 46 closed out — a net gain of 33 holders — while 121 added to existing stakes and 193 trimmed.
The largest buyer was AllianceBernstein, adding an estimated $224M. The largest seller was Citadel Advisors, cutting an estimated $90.3M.
- 462 institutional investors held Everest Group (EG) as of Q1 2018, up from 436 in Q4 2017.
- Funds reported $9.73B of Everest Group stock for Q1 2018, up 16% quarter-over-quarter.
- 79 funds opened new Everest Group positions in Q1 2018 and 46 closed out, a net change of +33 holders.
- The largest Everest Group buyer in Q1 2018 was AllianceBernstein, an estimated $224M added.
- The largest Everest Group seller in Q1 2018 was Citadel Advisors, an estimated $90.3M sold.
Based on aggregated 13F filings for Q1 2018.