Evercore
203 hedge funds and large institutions have $1.72B invested in Evercore in 2015 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 89 increasing their positions, 63 reducing their positions, and 20 closing their positions.
55% more first-time investments, than exits
New positions opened: 31 | Existing positions closed: 20
41% more repeat investments, than reductions
Existing positions increased: 89 | Existing positions reduced: 63
29% more call options, than puts
Call options by funds: $1.12M | Put options by funds: $868K
4% more funds holding
Funds holding: 195 → 203 (+8)
0.04% more ownership
Funds ownership: 90.7% → 90.75% (+0.04%)
20% less funds holding in top 10
Funds holding in top 10: 5 → 4 (-1)
56% less capital invested
Capital invested by funds: $3.94B → $1.72B (-$2.22B)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Calamos Advisors
Naperville,
Illinois
|
+$26.7M |
| 2 |
Morgan Stanley
New York
|
+$17.7M |
| 3 |
Renaissance Technologies
New York
|
+$12.7M |
| 4 |
JP Morgan Chase
New York
|
+$11.1M |
| 5 |
Wells Fargo
San Francisco,
California
|
+$9.72M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ACM
Americafirst Capital Management
Roseville,
California
|
-$2.24B |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
-$28.3M |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$24.2M |
| 4 |
Millennium Management
New York
|
-$15.3M |
| 5 |
JCM
Junto Capital Management
New York
|
-$14.6M |
EVR Hedge Fund Activity: Q1 2015 in Review
203 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in Evercore (EVR) for Q1 2015, worth a combined $1.72B — down 56% from $3.94B a quarter earlier.
Buyers outnumbered sellers: 31 funds opened new EVR positions and 20 closed out — a net gain of 11 holders — while 89 added to existing stakes and 63 trimmed.
The largest buyer was Calamos Advisors, adding an estimated $26.7M. The largest seller was Americafirst Capital Management, exiting entirely with an estimated $2.24B sold.
- 203 institutional investors held Evercore (EVR) as of Q1 2015, up from 195 in Q4 2014.
- Funds reported $1.72B of Evercore stock for Q1 2015, down 56% quarter-over-quarter.
- 31 funds opened new Evercore positions in Q1 2015 and 20 closed out, a net change of +11 holders.
- The largest Evercore buyer in Q1 2015 was Calamos Advisors, an estimated $26.7M added.
- The largest Evercore seller in Q1 2015 was Americafirst Capital Management, an estimated $2.24B sold.
Based on aggregated 13F filings for Q1 2015.