Evercore
222 hedge funds and large institutions have $1.56B 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.
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
3% less first-time investments, than exits
New positions opened: 38 | Existing positions closed: 39
1.03% less ownership
Funds ownership: 90.05% → 89.02% (-1%)
3% less funds holding
Funds holding: 228 → 222 (-6)
16% less capital invested
Capital invested by funds: $1.85B → $1.56B (-$290M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
+$56.9M |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$24.6M |
| 3 |
JCM
Junto Capital Management
New York
|
+$23.1M |
| 4 |
Renaissance Technologies
New York
|
+$10.9M |
| 5 |
BFA
BlackRock Fund Advisors
San Francisco,
California
|
+$9.63M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AIM
abrdn Investment Management
Edinburgh,
United Kingdom
|
-$56.1M |
| 2 |
Invesco
Atlanta,
Georgia
|
-$29.3M |
| 3 |
PCM
Palisade Capital Management
Fort Lee,
New Jersey
|
-$11.1M |
| 4 |
Calamos Advisors
Naperville,
Illinois
|
-$10.1M |
| 5 |
CM
Castleark Management
Chicago,
Illinois
|
-$9.98M |
EVR Hedge Fund Activity: Q2 2016 in Review
222 of the 3,756 institutional investors tracked by Wall St. Rank reported a position in Evercore (EVR) for Q2 2016, worth a combined $1.56B — down 16% from $1.85B 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.
- 222 institutional investors held Evercore (EVR) as of Q2 2016, down from 228 in Q1 2016.
- Funds reported $1.56B of Evercore stock for Q2 2016, down 16% 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.