Evercore
474 hedge funds and large institutions have $6.47B invested in Evercore in 2024 Q1 according to their latest regulatory filings, with 76 funds opening new positions, 159 increasing their positions, 165 reducing their positions, and 36 closing their positions.
111% more first-time investments, than exits
New positions opened: 76 | Existing positions closed: 36
11% more capital invested
Capital invested by funds: $5.81B → $6.47B (+$662M)
9% more funds holding
Funds holding: 436 → 474 (+38)
0% more funds holding in top 10
Funds holding in top 10: 5 → 5 (0)
4% less repeat investments, than reductions
Existing positions increased: 159 | Existing positions reduced: 165
3.13% less ownership
Funds ownership: 90.18% → 87.06% (-3.1%)
15% less call options, than puts
Call options by funds: $10.2M | Put options by funds: $12.1M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TD Asset Management
Toronto,
Ontario, Canada
|
+$128M |
| 2 |
Lord, Abbett & Co
Jersey City,
New Jersey
|
+$66.2M |
| 3 |
Wellington Management Group
Boston,
Massachusetts
|
+$53.5M |
| 4 |
VNIM
Vaughan Nelson Investment Management
Houston,
Texas
|
+$52.8M |
| 5 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$49.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$132M |
| 2 |
Millennium Management
New York
|
-$105M |
| 3 |
Balyasny Asset Management
Chicago,
Illinois
|
-$62.6M |
| 4 |
American Century Companies
Kansas City,
Missouri
|
-$43.7M |
| 5 |
JP Morgan Chase
New York
|
-$42.3M |
EVR Hedge Fund Activity: Q1 2024 in Review
474 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Evercore (EVR) for Q1 2024, worth a combined $6.47B — up 11% from $5.81B a quarter earlier.
Buyers outnumbered sellers: 76 funds opened new EVR positions and 36 closed out — a net gain of 40 holders — while 159 added to existing stakes and 165 trimmed.
The largest buyer was TD Asset Management, adding an estimated $128M. The largest seller was Morgan Stanley, cutting an estimated $132M.
- 474 institutional investors held Evercore (EVR) as of Q1 2024, up from 436 in Q4 2023.
- Funds reported $6.47B of Evercore stock for Q1 2024, up 11% quarter-over-quarter.
- 76 funds opened new Evercore positions in Q1 2024 and 36 closed out, a net change of +40 holders.
- The largest Evercore buyer in Q1 2024 was TD Asset Management, an estimated $128M added.
- The largest Evercore seller in Q1 2024 was Morgan Stanley, an estimated $132M sold.
Based on aggregated 13F filings for Q1 2024.