Evercore
197 hedge funds and large institutions have $1.86B invested in Evercore in 2014 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 84 increasing their positions, 66 reducing their positions, and 33 closing their positions.
173% more call options, than puts
Call options by funds: $3.78M | Put options by funds: $1.38M
27% more repeat investments, than reductions
Existing positions increased: 84 | Existing positions reduced: 66
7% more capital invested
Capital invested by funds: $1.74B → $1.86B (+$124M)
1.66% more ownership
Funds ownership: 91.2% → 92.86% (+1.7%)
0% more funds holding in top 10
Funds holding in top 10: 4 → 4 (0)
6% less funds holding
Funds holding: 209 → 197 (-12)
36% less first-time investments, than exits
New positions opened: 21 | Existing positions closed: 33
Top Buyers
| 1 |
AIM
abrdn Investment Management
Edinburgh,
United Kingdom
|
+$26.2M |
| 2 |
FAM
Fred Alger Management
New York
|
+$20.6M |
| 3 |
Wells Fargo
San Francisco,
California
|
+$15.5M |
| 4 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$10M |
| 5 |
Norges Bank
Oslo,
Norway
|
+$9.57M |
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
BJ
226
BlackRock Japan
Tokyo,
Japan
| – | -$70K | -1,268 | Closed |
|
227
Bessemer Group
Woodbridge,
New Jersey
| – | -$4K | -72 | Closed |
|
|
TRCT
228
Tower Research Capital (TRC)
New York
| – | -$3K | -52 | Closed |
|
|
KCPG
229
Kavar Capital Partners Group
Leawood,
Kansas
| – | -$1K | -34 | Closed |
|
EVR Hedge Fund Activity: Q2 2014 in Review
197 of the 3,479 institutional investors tracked by Wall St. Rank reported a position in Evercore (EVR) for Q2 2014, worth a combined $1.86B — up 7.1% from $1.74B a quarter earlier.
Sellers outnumbered buyers: 33 funds closed out of EVR and 21 opened new positions — a net loss of 12 holders — while 66 trimmed existing stakes and 84 added.
The largest buyer was abrdn Investment Management, adding an estimated $26.2M. The largest seller was Suntrust Banks, cutting an estimated $56.4M.
- 197 institutional investors held Evercore (EVR) as of Q2 2014, down from 209 in Q1 2014.
- Funds reported $1.86B of Evercore stock for Q2 2014, up 7.1% quarter-over-quarter.
- 21 funds opened new Evercore positions in Q2 2014 and 33 closed out, a net change of -12 holders.
- The largest Evercore buyer in Q2 2014 was abrdn Investment Management, an estimated $26.2M added.
- The largest Evercore seller in Q2 2014 was Suntrust Banks, an estimated $56.4M sold.
Based on aggregated 13F filings for Q2 2014.