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EVER

Everbank Financial Corp
EVER

Delisted

EVER was delisted on the 8th of June, 2017.

111 hedge funds and large institutions have $1.35B invested in Everbank Financial Corp in 2013 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 54 increasing their positions, 25 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

116% more repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 25

31% more call options, than puts

Call options by funds: $1.91M | Put options by funds: $1.46M

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

9% less capital invested

Capital invested by funds: $1.48B → $1.35B (-$131M)

12% less funds holding

Funds holding: 126111 (-15)

48% less first-time investments, than exits

New positions opened: 14 | Existing positions closed: 27

Holders
111
Holders Change
-15
Holders Change %
-11.9%
% of All Funds
3.6%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.16%
New
14
Increased
54
Reduced
25
Closed
27
Calls
$1.91M
Puts
$1.46M
Net Calls
+$452K
Net Calls Change
+$259K
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
26
Bank of America
North Carolina
$6.29M -$2.19M -141,848 -25%
Citigroup
27
Citigroup
New York
$6.03M +$5.41M +350,322 +675%
Allianz Asset Management
28
Allianz Asset Management
Germany
$5.79M +$300K +19,470 +5%
TCIM
29
TIAA CREF Investment Management
New York
$5.77M +$205K +13,310 +4%
UBS AM
30
UBS AM
Illinois
$5.43M +$60.6K +3,929 +1%
William Blair & Company
31
William Blair & Company
Illinois
$4.82M -$161K -10,444 -3%
PI
32
Putnam Investments
Massachusetts
$4.4M +$864K +56,000 +24%
TIAAOA
33
Teachers Insurance & Annuity Association of America
New York
$4.23M -$15 -1 -0%
BIM
34
BlackRock Investment Management
Delaware
$4.21M +$94.2K +6,108 +2%
Goldman Sachs
35
Goldman Sachs
New York
$3.96M +$2.41M +156,505 +145%
New York State Common Retirement Fund
36
New York State Common Retirement Fund
New York
$3.85M +$3.96M +256,790 New
HAI
37
Hennessy Advisors Inc
California
$3.44M -$540K -35,000 -13%
CDH
38
Charles D. Hyman
$3.4M
Ohio Public Employees Retirement System (OPERS)
39
Ohio Public Employees Retirement System (OPERS)
Ohio
$3.33M +$1.22M +79,256 +55%
EA
40
Emerald Advisers
Pennsylvania
$3.19M -$1.49M -96,386 -31%
Wells Fargo
41
Wells Fargo
California
$2.94M -$9.24K -599 -0.3%
Charles Schwab
42
Charles Schwab
California
$2.92M +$807K +52,306 +36%
EMFAT
43
Emerald Mutual Fund Advisers Trust
Pennsylvania
$2.57M -$886K -57,442 -25%
BCM
44
Bridgeway Capital Management
Texas
$2.56M +$2.64M +171,100 New
NFA
45
Nationwide Fund Advisors
Ohio
$2.47M +$975K +63,167 +62%
AllianceBernstein
46
AllianceBernstein
Tennessee
$2.21M +$29.6K +1,921 +1%
California State Teachers Retirement System (CalSTRS)
47
California State Teachers Retirement System (CalSTRS)
California
$2.17M +$69.9K +4,531 +3%
California Public Employees Retirement System
48
California Public Employees Retirement System
California
$2.1M +$589K +38,200 +37%
BCM
49
Buckhead Capital Management
Georgia
$2.03M +$2.09M +135,570 New
MSA
50
Mason Street Advisors
Wisconsin
$2.02M +$2.08M +135,120 New

EVER Hedge Fund Activity: Q3 2013 in Review

111 of the 3,085 institutional investors tracked by Wall St. Rank reported a position in Everbank Financial Corp (EVER) for Q3 2013, worth a combined $1.35B — down 8.9% from $1.48B a quarter earlier.

Sellers outnumbered buyers: 27 funds closed out of EVER and 14 opened new positions — a net loss of 13 holders — while 25 trimmed existing stakes and 54 added.

The largest buyer was Wellington Management Group, adding an estimated $33.3M. The largest seller was Lord, Abbett & Co, cutting an estimated $40.6M.

  • 111 institutional investors held Everbank Financial Corp (EVER) as of Q3 2013, down from 126 in Q2 2013.
  • Funds reported $1.35B of Everbank Financial Corp stock for Q3 2013, down 8.9% quarter-over-quarter.
  • 14 funds opened new Everbank Financial Corp positions in Q3 2013 and 27 closed out, a net change of -13 holders.
  • The largest Everbank Financial Corp buyer in Q3 2013 was Wellington Management Group, an estimated $33.3M added.
  • The largest Everbank Financial Corp seller in Q3 2013 was Lord, Abbett & Co, an estimated $40.6M sold.

Based on aggregated 13F filings for Q3 2013.