Evercore
333 hedge funds and large institutions have $2.6B invested in Evercore in 2018 Q4 according to their latest regulatory filings, with 53 funds opening new positions, 92 increasing their positions, 158 reducing their positions, and 82 closing their positions.
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
5.81% less ownership
Funds ownership: 96.77% → 90.96% (-5.8%)
8% less funds holding
Funds holding: 363 → 333 (-30)
35% less capital invested
Capital invested by funds: $3.98B → $2.6B (-$1.38B)
35% less first-time investments, than exits
New positions opened: 53 | Existing positions closed: 82
42% less repeat investments, than reductions
Existing positions increased: 92 | Existing positions reduced: 158
65% less call options, than puts
Call options by funds: $2.44M | Put options by funds: $6.91M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
+$47.6M |
| 2 |
Balyasny Asset Management
Chicago,
Illinois
|
+$38.7M |
| 3 |
Millennium Management
New York
|
+$32.3M |
| 4 |
BlackRock
New York
|
+$24.8M |
| 5 |
JIM
Jupiter Investment Management
London,
United Kingdom
|
+$15M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
VOYA Investment Management
Atlanta,
Georgia
|
-$39.2M |
| 2 |
AL
AJO LP
Philadelphia,
Pennsylvania
|
-$34.1M |
| 3 |
American Century Companies
Kansas City,
Missouri
|
-$33.8M |
| 4 |
Aberdeen Group
Edinburgh,
United Kingdom
|
-$33.6M |
| 5 |
Lord, Abbett & Co
Jersey City,
New Jersey
|
-$23.3M |
EVR Hedge Fund Activity: Q4 2018 in Review
333 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Evercore (EVR) for Q4 2018, worth a combined $2.6B — down 35% from $3.98B a quarter earlier.
Sellers outnumbered buyers: 82 funds closed out of EVR and 53 opened new positions — a net loss of 29 holders — while 158 trimmed existing stakes and 92 added.
The largest buyer was Citadel Advisors, adding an estimated $47.6M. The largest seller was VOYA Investment Management, cutting an estimated $39.2M.
- 333 institutional investors held Evercore (EVR) as of Q4 2018, down from 363 in Q3 2018.
- Funds reported $2.6B of Evercore stock for Q4 2018, down 35% quarter-over-quarter.
- 53 funds opened new Evercore positions in Q4 2018 and 82 closed out, a net change of -29 holders.
- The largest Evercore buyer in Q4 2018 was Citadel Advisors, an estimated $47.6M added.
- The largest Evercore seller in Q4 2018 was VOYA Investment Management, an estimated $39.2M sold.
Based on aggregated 13F filings for Q4 2018.