Evercore
470 hedge funds and large institutions have $7.04B invested in Evercore in 2024 Q2 according to their latest regulatory filings, with 62 funds opening new positions, 154 increasing their positions, 182 reducing their positions, and 59 closing their positions.
24% more call options, than puts
Call options by funds: $12.5M | Put options by funds: $10.1M
9% more capital invested
Capital invested by funds: $6.47B → $7.04B (+$566M)
5% more first-time investments, than exits
New positions opened: 62 | Existing positions closed: 59
0.62% more ownership
Funds ownership: 87.06% → 87.68% (+0.62%)
0% more funds holding in top 10
Funds holding in top 10: 5 → 5 (0)
1% less funds holding
Funds holding: 474 → 470 (-4)
15% less repeat investments, than reductions
Existing positions increased: 154 | Existing positions reduced: 182
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
+$71.8M |
| 2 |
Wellington Management Group
Boston,
Massachusetts
|
+$63.5M |
| 3 |
Lord, Abbett & Co
Jersey City,
New Jersey
|
+$51.8M |
| 4 |
TD Asset Management
Toronto,
Ontario, Canada
|
+$43.5M |
| 5 |
Invesco
Atlanta,
Georgia
|
+$28.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ACL
Azora Capital LP
Miami,
Florida
|
-$32.8M |
| 2 |
CCMG
Clark Capital Management Group
Philadelphia,
Pennsylvania
|
-$30.5M |
| 3 |
American Century Companies
Kansas City,
Missouri
|
-$27.6M |
| 4 |
Jacobs Levy Equity Management
Florham Park,
New Jersey
|
-$22.9M |
| 5 |
JP Morgan Chase
New York
|
-$21.2M |
EVR Hedge Fund Activity: Q2 2024 in Review
470 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Evercore (EVR) for Q2 2024, worth a combined $7.04B — up 8.7% from $6.47B a quarter earlier.
Buyers outnumbered sellers: 62 funds opened new EVR positions and 59 closed out — a net gain of 3 holders — while 154 added to existing stakes and 182 trimmed.
The largest buyer was Citadel Advisors, adding an estimated $71.8M. The largest seller was Azora Capital LP, exiting entirely with an estimated $32.8M sold.
- 470 institutional investors held Evercore (EVR) as of Q2 2024, down from 474 in Q1 2024.
- Funds reported $7.04B of Evercore stock for Q2 2024, up 8.7% quarter-over-quarter.
- 62 funds opened new Evercore positions in Q2 2024 and 59 closed out, a net change of +3 holders.
- The largest Evercore buyer in Q2 2024 was Citadel Advisors, an estimated $71.8M added.
- The largest Evercore seller in Q2 2024 was Azora Capital LP, an estimated $32.8M sold.
Based on aggregated 13F filings for Q2 2024.