Evercore
268 hedge funds and large institutions have $2.53B invested in Evercore in 2016 Q4 according to their latest regulatory filings, with 65 funds opening new positions, 91 increasing their positions, 89 reducing their positions, and 20 closing their positions.
225% more first-time investments, than exits
New positions opened: 65 | Existing positions closed: 20
49% more call options, than puts
Call options by funds: $2.49M | Put options by funds: $1.67M
39% more capital invested
Capital invested by funds: $1.82B → $2.53B (+$711M)
19% more funds holding
Funds holding: 225 → 268 (+43)
1.02% more ownership
Funds ownership: 93.68% → 94.71% (+1%)
2% more repeat investments, than reductions
Existing positions increased: 91 | Existing positions reduced: 89
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
Top Buyers
| 1 |
Lord, Abbett & Co
Jersey City,
New Jersey
|
+$51.7M |
| 2 |
BFA
BlackRock Fund Advisors
San Francisco,
California
|
+$23M |
| 3 |
Victory Capital Management
San Antonio,
Texas
|
+$20.8M |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
+$18M |
| 5 |
O
OppenheimerFunds
New York
|
+$15.6M |
Top Sellers
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
-$48.7M |
| 2 |
CIP
Chartwell Investment Partners
Berywn,
Pennsylvania
|
-$39.2M |
| 3 |
JCM
Junto Capital Management
New York
|
-$27.2M |
| 4 |
Wells Fargo
San Francisco,
California
|
-$25.2M |
| 5 |
Citadel Advisors
Miami,
Florida
|
-$23.2M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
LA
276
Lucus Advisors
New York
| – | -$402K | -7,798 | Closed |
|
|
RIL
277
Rothschild Investment LLC
Chicago,
Illinois
| – | -$319K | -6,200 | Closed |
|
|
GFG
278
Gray Financial Group
Atlanta,
Georgia
| – | -$304K | -5,907 | Closed |
|
|
CCIA
279
Campbell & Co Investment Adviser
Baltimore,
Maryland
| – | -$252K | -4,889 | Closed |
|
|
BCM
280
Bridgeway Capital Management
Houston,
Texas
| – | -$227K | -4,400 | Closed |
|
|
HI
281
HBK Investments
Dallas,
Texas
| – | -$221K | -4,300 | Closed |
|
282
Capstone Investment Advisors
New York
| – | -$216K | -4,209 | Closed |
|
|
GS
283
GAM Systematic
Cambridge,
United Kingdom
| – | -$54K | -1,051 | Closed |
|
|
IR
284
Invictus RG
Hamilton,
Bermuda
| – | -$36K | -699 | Closed |
|
|
PG
285
PEAK6 Group
Chicago,
Illinois
| – | -$15.9K | -259 | Closed |
|
|
JFA
286
JNBA Financial Advisors
Bloomington,
Minnesota
| – | -$10K | -190 | Closed |
|
|
S
287
SignatureFD
Atlanta,
Georgia
| – | -$10K | -190 | Closed |
|
|
HNB
288
Huntington National Bank
Columbus,
Ohio
| – | -$1K | -22 | Closed |
|
EVR Hedge Fund Activity: Q4 2016 in Review
268 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Evercore (EVR) for Q4 2016, worth a combined $2.53B — up 39% from $1.82B a quarter earlier.
Buyers outnumbered sellers: 65 funds opened new EVR positions and 20 closed out — a net gain of 45 holders — while 91 added to existing stakes and 89 trimmed.
The largest buyer was Lord, Abbett & Co, opening a new position worth an estimated $51.7M. The largest seller was Wellington Management Group, cutting an estimated $48.7M.
- 268 institutional investors held Evercore (EVR) as of Q4 2016, up from 225 in Q3 2016.
- Funds reported $2.53B of Evercore stock for Q4 2016, up 39% quarter-over-quarter.
- 65 funds opened new Evercore positions in Q4 2016 and 20 closed out, a net change of +45 holders.
- The largest Evercore buyer in Q4 2016 was Lord, Abbett & Co, an estimated $51.7M added.
- The largest Evercore seller in Q4 2016 was Wellington Management Group, an estimated $48.7M sold.
Based on aggregated 13F filings for Q4 2016.