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EVER

Everbank Financial Corp
EVER

Delisted

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

132 hedge funds and large institutions have $1.91B invested in Everbank Financial Corp in 2015 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 62 increasing their positions, 30 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

126% more call options, than puts

Call options by funds: $756K | Put options by funds: $334K

107% more repeat investments, than reductions

Existing positions increased: 62 | Existing positions reduced: 30

12% more capital invested

Capital invested by funds: $1.71B → $1.91B (+$198M)

6% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 17

1% more funds holding

Funds holding: 131132 (+1)

14% less funds holding in top 10

Funds holding in top 10: 76 (-1)

Holders
132
Holders Change
+1
Holders Change %
+0.76%
% of All Funds
3.56%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.16%
New
18
Increased
62
Reduced
30
Closed
17
Calls
$756K
Puts
$334K
Net Calls
+$422K
Net Calls Change
+$117K
Name Holding Trade Value Shares
Change
Change in
Stake
EMFAT
76
Emerald Mutual Fund Advisers Trust
Pennsylvania
$1.01M
AIA
77
Avalon Investment & Advisory
Texas
$1.01M +$530K +28,324 +123%
AQR Capital Management
78
AQR Capital Management
Connecticut
$997K -$266K -14,235 -22%
AAM
79
Augustine Asset Management
Florida
$959K
MCM
80
Maltese Capital Management
New York
$908K -$71.1K -3,800 -8%
VOYA Investment Management
81
VOYA Investment Management
Georgia
$868K
UBS Group
82
UBS Group
Switzerland
$826K +$2.83K +151 +0.4%
EGM
83
Engineers Gate Manager
New York
$687K +$258K +13,817 +65%
BJ
84
BlackRock Japan
Japan
$678K +$592K +31,635 +1,110%
State Board of Administration of Florida Retirement System
85
State Board of Administration of Florida Retirement System
Florida
$638K
RFC
86
Russell Frank Company
Washington
$585K +$532K +28,461 +2,186%
Axa
87
Axa
France
$507K +$52.8K +2,825 +12%
T. Rowe Price Associates
88
T. Rowe Price Associates
Maryland
$454K -$4.4M -235,181 -91%
SFPIA
89
Stevens First Principles Investment Advisors
California
$446K +$425K +22,700 New
Morgan Stanley
90
Morgan Stanley
New York
$422K -$146K -7,790 -27%
LWM
91
LBA Wealth Management
Florida
$407K
GI
92
GAMCO Investors
Connecticut
$383K
Principal Financial Group
93
Principal Financial Group
Iowa
$351K +$22.6K +1,210 +7%
Legal & General Group
94
Legal & General Group
United Kingdom
$350K +$41.8K +2,233 +14%
PG
95
PEAK6 Group
Illinois
$335K +$319K +17,049 New
Royal Bank of Canada
96
Royal Bank of Canada
Ontario, Canada
$328K -$40.5K -2,167 -11%
HI
97
HBK Investments
Texas
$313K +$298K +15,911 New
PAM
98
Princeton Alpha Management
New Jersey
$307K +$50.9K +2,720 +21%
Susquehanna International Group
99
Susquehanna International Group
Pennsylvania
$304K +$289K +15,465 New
ECM
100
Estabrook Capital Management
New York
$299K

EVER Hedge Fund Activity: Q2 2015 in Review

132 of the 3,713 institutional investors tracked by Wall St. Rank reported a position in Everbank Financial Corp (EVER) for Q2 2015, worth a combined $1.91B — up 12% from $1.71B a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new EVER positions and 17 closed out — a net gain of 1 holder — while 62 added to existing stakes and 30 trimmed.

The largest buyer was Franklin Resources, adding an estimated $39.2M. The largest seller was Allianz Asset Management, cutting an estimated $28M.

  • 132 institutional investors held Everbank Financial Corp (EVER) as of Q2 2015, up from 131 in Q1 2015.
  • Funds reported $1.91B of Everbank Financial Corp stock for Q2 2015, up 12% quarter-over-quarter.
  • 18 funds opened new Everbank Financial Corp positions in Q2 2015 and 17 closed out, a net change of +1 holder.
  • The largest Everbank Financial Corp buyer in Q2 2015 was Franklin Resources, an estimated $39.2M added.
  • The largest Everbank Financial Corp seller in Q2 2015 was Allianz Asset Management, an estimated $28M sold.

Based on aggregated 13F filings for Q2 2015.