Evercore
221 hedge funds and large institutions have $1.58B invested in Evercore in 2016 Q2 according to their latest regulatory filings, with 38 funds opening new positions, 82 increasing their positions, 76 reducing their positions, and 39 closing their positions.
116% more call options, than puts
Call options by funds: $2.96M | Put options by funds: $1.37M
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
8% more repeat investments, than reductions
Existing positions increased: 82 | Existing positions reduced: 76
0.02% more ownership
Funds ownership: 90.05% → 90.07% (+0.02%)
3% less first-time investments, than exits
New positions opened: 38 | Existing positions closed: 39
3% less funds holding
Funds holding: 227 → 221 (-6)
14% less capital invested
Capital invested by funds: $1.83B → $1.58B (-$252M)
Top Buyers
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
+$56.9M |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$24.6M |
| 3 |
Macquarie Group
Sydney, NSW 2000,
Australia
|
+$24.3M |
| 4 |
JCM
Junto Capital Management
New York
|
+$23.1M |
| 5 |
Renaissance Technologies
New York
|
+$10.9M |
Top Sellers
| 1 |
AIM
abrdn Investment Management
Edinburgh,
United Kingdom
|
-$56.1M |
| 2 |
Invesco
Atlanta,
Georgia
|
-$29.3M |
| 3 |
PCM
Palisade Capital Management
Fort Lee,
New Jersey
|
-$11.1M |
| 4 |
Calamos Advisors
Naperville,
Illinois
|
-$10.1M |
| 5 |
CM
Castleark Management
Chicago,
Illinois
|
-$9.98M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
TNBTD
251
Trustmark National Bank Trust Department
Jackson,
Mississippi
| – | -$204K | -3,951 | Closed |
|
252
Walleye Trading
New York
| – | -$148K | -2,982 | Closed |
|
|
MAM
253
Meeder Asset Management
Dublin,
Ohio
| – | -$153K | -2,952 | Closed |
|
|
EWM
254
Evercore Wealth Management
New York
| – | -$100K | -1,933 | Closed |
|
255
Simplex Trading
Chicago,
Illinois
| – | -$33.3K | -668 | Closed |
|
|
ASN
256
Advisory Services Network
Atlanta,
Georgia
| – | -$33K | -632 | Closed |
|
257
Creative Planning
Overland Park,
Kansas
| – | -$10K | -200 | Closed |
|
|
HNB
258
Huntington National Bank
Columbus,
Ohio
| – | -$498 | -10 | -31% |
|
|
QCG
259
Quadrant Capital Group
Cincinnati,
Ohio
| – | +$1.09K | +22 | +129% |
|
EVR Hedge Fund Activity: Q2 2016 in Review
221 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Evercore (EVR) for Q2 2016, worth a combined $1.58B — down 14% from $1.83B a quarter earlier.
Sellers outnumbered buyers: 39 funds closed out of EVR and 38 opened new positions — a net loss of 1 holder — while 76 trimmed existing stakes and 82 added.
The largest buyer was Wellington Management Group, adding an estimated $56.9M. The largest seller was abrdn Investment Management, cutting an estimated $56.1M.
- 221 institutional investors held Evercore (EVR) as of Q2 2016, down from 227 in Q1 2016.
- Funds reported $1.58B of Evercore stock for Q2 2016, down 14% quarter-over-quarter.
- 38 funds opened new Evercore positions in Q2 2016 and 39 closed out, a net change of -1 holder.
- The largest Evercore buyer in Q2 2016 was Wellington Management Group, an estimated $56.9M added.
- The largest Evercore seller in Q2 2016 was abrdn Investment Management, an estimated $56.1M sold.
Based on aggregated 13F filings for Q2 2016.