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Evercore
EVR

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.

New
Increased
Maintained
Reduced
Closed

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

Holders
197
Holders Change
-12
Holders Change %
-5.74%
% of All Funds
5.66%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.11%
New
21
Increased
84
Reduced
66
Closed
33
Calls
$3.78M
Puts
$1.38M
Net Calls
+$2.39M
Net Calls Change
+$2.3M

Top Buyers

1
AIM
abrdn Investment Management
United Kingdom
+$26.2M
2
FAM
Fred Alger Management
New York
+$20.6M
3
Wells Fargo
Wells Fargo
California
+$15.5M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$10M
5
Norges Bank
Norges Bank
Norway
+$9.57M

Top Sellers

1
SB
Suntrust Banks
Georgia
-$56.4M
2
RIM
Rainier Investment Management
Washington
-$27.3M
3
PRCM
Pine River Capital Management
Minnesota
-$19.3M
4
Fidelity Investments
Fidelity Investments
Massachusetts
-$13.5M
5
BFA
BlackRock Fund Advisors
California
-$8.73M
Name Holding Trade Value Shares
Change 		Change in
Stake
UBS AM
76
UBS AM
Illinois
$4.1M +$575K +10,479 +17%
California Public Employees Retirement System
77
California Public Employees Retirement System
California
$4.07M +$190K +3,472 +5%
DIA
78
Denver Investment Advisors
Colorado
$4M +$1.12M +20,479 +42%
EAM
79
Eagle Asset Management
Florida
$3.91M -$104K -1,904 -3%
AllianceBernstein
80
AllianceBernstein
Tennessee
$3.77M +$11K +200 +0.3%
California State Teachers Retirement System (CalSTRS)
81
California State Teachers Retirement System (CalSTRS)
California
$3.48M +$159K +2,900 +5%
Royal Bank of Canada
82
Royal Bank of Canada
Ontario, Canada
$3.37M +$185K +3,372 +6%
SB
83
Suntrust Banks
Georgia
$3.36M -$56.4M -1,027,150 -95%
Deutsche Bank
84
Deutsche Bank
Germany
$3.31M +$1.19M +21,756 +61%
BCM
85
BlueMar Capital Management
Florida
$3.21M -$1.36M -24,849 -31%
MSA
86
Mason Street Advisors
Wisconsin
$3.14M +$7.85K +143 +0.3%
RJA
87
Raymond James & Associates
Florida
$2.99M +$1.8M +32,887 +173%
CS
88
Credit Suisse
Switzerland
$2.98M +$633K +11,533 +29%
AQR Capital Management
89
AQR Capital Management
Connecticut
$2.72M +$219K +4,000 +9%
CAM
90
CG Asset Management
New York
$2.72M -$60.4K -1,100 -2%
TA
91
Teachers Advisors
New York
$2.67M -$738K -13,450 -23%
SGAM
92
Smith Group Asset Management
Texas
$2.39M -$1.69M -30,867 -43%
AI
93
Axiom Investors
Connecticut
$2.3M -$11K -200 -0.5%
ERSOT
94
Employees Retirement System of Texas
Texas
$2.25M – – –
RhumbLine Advisers
95
RhumbLine Advisers
Massachusetts
$2.19M -$115K -2,097 -5%
LPL Financial
96
LPL Financial
California
$2.13M -$45.5K -830 -2%
Ohio Public Employees Retirement System (OPERS)
97
Ohio Public Employees Retirement System (OPERS)
Ohio
$2.06M – – –
TPSF
98
Texas Permanent School Fund
Texas
$2.03M +$11.2K +204 +0.6%
JP Morgan Chase
99
JP Morgan Chase
New York
$2.02M +$403K +7,340 +26%
State Board of Administration of Florida Retirement System
100
State Board of Administration of Florida Retirement System
Florida
$2.01M +$30.3K +553 +2%
2 3
4
5 6

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.