Evercore
283 hedge funds and large institutions have $3.03B invested in Evercore in 2017 Q1 according to their latest regulatory filings, with 53 funds opening new positions, 100 increasing their positions, 106 reducing their positions, and 30 closing their positions.
77% more first-time investments, than exits
New positions opened: 53 | Existing positions closed: 30
50% more funds holding in top 10
Funds holding in top 10: 2 → 3 (+1)
36% more call options, than puts
Call options by funds: $4.85M | Put options by funds: $3.56M
20% more capital invested
Capital invested by funds: $2.53B → $3.03B (+$499M)
5% more funds holding
Funds holding: 269 → 283 (+14)
0.03% less ownership
Funds ownership: 94.71% → 94.68% (-0.03%)
6% less repeat investments, than reductions
Existing positions increased: 100 | Existing positions reduced: 106
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$496M |
| 2 |
Invesco
Atlanta,
Georgia
|
+$49.4M |
| 3 |
Acadian Asset Management
Boston,
Massachusetts
|
+$27M |
| 4 |
American Century Companies
Kansas City,
Missouri
|
+$17.6M |
| 5 |
PAM
Panagora Asset Management
Boston,
Massachusetts
|
+$16.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
-$48.6M |
| 2 |
JCM
Junto Capital Management
New York
|
-$28.4M |
| 3 |
Goldman Sachs
New York
|
-$21.2M |
| 4 |
Wells Fargo
San Francisco,
California
|
-$17.5M |
| 5 |
Franklin Resources
San Mateo,
California
|
-$14.2M |
EVR Hedge Fund Activity: Q1 2017 in Review
283 of the 4,034 institutional investors tracked by Wall St. Rank reported a position in Evercore (EVR) for Q1 2017, worth a combined $3.03B — up 20% from $2.53B a quarter earlier.
Buyers outnumbered sellers: 53 funds opened new EVR positions and 30 closed out — a net gain of 23 holders — while 100 added to existing stakes and 106 trimmed.
The largest buyer was BlackRock, adding an estimated $496M. The largest seller was Wellington Management Group, cutting an estimated $48.6M.
- 283 institutional investors held Evercore (EVR) as of Q1 2017, up from 269 in Q4 2016.
- Funds reported $3.03B of Evercore stock for Q1 2017, up 20% quarter-over-quarter.
- 53 funds opened new Evercore positions in Q1 2017 and 30 closed out, a net change of +23 holders.
- The largest Evercore buyer in Q1 2017 was BlackRock, an estimated $496M added.
- The largest Evercore seller in Q1 2017 was Wellington Management Group, an estimated $48.6M sold.
Based on aggregated 13F filings for Q1 2017.