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Evercore
EVR

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.

New
Increased
Maintained
Reduced
Closed

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)

Holders
221
Holders Change
-6
Holders Change %
-2.64%
% of All Funds
5.9%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
38
Increased
82
Reduced
76
Closed
39
Calls
$2.96M
Puts
$1.37M
Net Calls
+$1.59M
Net Calls Change
-$247K

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
+$56.9M
2
Citadel Advisors
Citadel Advisors
Florida
+$24.6M
3
Macquarie Group
Macquarie Group
Australia
+$24.3M
4
JCM
Junto Capital Management
New York
+$23.1M
5
Renaissance Technologies
Renaissance Technologies
New York
+$10.9M

Top Sellers

1
AIM
abrdn Investment Management
United Kingdom
-$56.1M
2
Invesco
Invesco
Georgia
-$29.3M
3
PCM
Palisade Capital Management
New Jersey
-$11.1M
4
Calamos Advisors
Calamos Advisors
Illinois
-$10.1M
5
CM
Castleark Management
Illinois
-$9.98M
Name Holding Trade Value Shares
Change 		Change in
Stake
Swiss National Bank
76
Swiss National Bank
Switzerland
$2.86M +$29.9K +600 +0.9%
BNP Paribas Asset Management
77
BNP Paribas Asset Management
France
$2.85M -$2.84M -57,054 -47%
BG
78
BlackRock Group
United Kingdom
$2.6M +$325K +6,520 +12%
AllianceBernstein
79
AllianceBernstein
Tennessee
$2.59M -$159K -3,200 -5%
Point72 Asset Management
80
Point72 Asset Management
Connecticut
$2.53M +$2.85M +57,300 New
MPAM
81
Monarch Partners Asset Management
Massachusetts
$2.51M -$1.49M -29,831 -34%
SB
82
Suntrust Banks
Georgia
$2.45M +$154K +3,090 +6%
PCM
83
Palisade Capital Management
New Jersey
$2.44M -$11.1M -222,979 -80%
UAS
84
United Asset Strategies
New York
$2.4M +$2.7M +54,295 New
Truist Financial
85
Truist Financial
North Carolina
$2.4M +$2.7M +54,198 New
TG
86
TCW Group
California
$2.37M +$128K +2,561 +5%
Canada Life
87
Canada Life
Manitoba, Canada
$2.27M +$2.35M +47,158 +1,108%
RhumbLine Advisers
88
RhumbLine Advisers
Massachusetts
$2.24M +$173K +3,466 +7%
Comerica Bank
89
Comerica Bank
Texas
$2.08M -$40.2K -808 -2%
Citigroup
90
Citigroup
New York
$2.02M +$313K +6,284 +16%
New York State Teachers Retirement System (NYSTRS)
91
New York State Teachers Retirement System (NYSTRS)
New York
$1.98M – – –
HSBC Holdings
92
HSBC Holdings
United Kingdom
$1.94M +$2.19M +43,923 New
Capital Fund Management (CFM)
93
Capital Fund Management (CFM)
France
$1.91M -$3.15M -63,200 -59%
HCM
94
Highbridge Capital Management
New York
$1.9M +$1.75M +35,239 +452%
WC
95
Weatherbie Capital
Massachusetts
$1.86M -$5.11M -102,622 -71%
Fidelity Investments
96
Fidelity Investments
Massachusetts
$1.83M +$2.07M +41,500 New
TRSOTSOK
97
Teachers Retirement System of the State of Kentucky
Kentucky
$1.81M +$440K +8,830 +27%
CAM
98
CG Asset Management
New York
$1.74M -$24.9K -500 -1%
ERSOT
99
Employees Retirement System of Texas
Texas
$1.72M – – –
UBS AM
100
UBS AM
Illinois
$1.72M -$1.08M -21,718 -36%
2 3
4
5 6

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.