Evercore
296 hedge funds and large institutions have $2.72B invested in Evercore in 2017 Q2 according to their latest regulatory filings, with 50 funds opening new positions, 125 increasing their positions, 98 reducing their positions, and 35 closing their positions.
139% more call options, than puts
Call options by funds: $5.55M | Put options by funds: $2.33M
43% more first-time investments, than exits
New positions opened: 50 | Existing positions closed: 35
28% more repeat investments, than reductions
Existing positions increased: 125 | Existing positions reduced: 98
5% more funds holding
Funds holding: 283 → 296 (+13)
0.7% less ownership
Funds ownership: 94.68% → 93.98% (-0.7%)
10% less capital invested
Capital invested by funds: $3.03B → $2.72B (-$312M)
100% less funds holding in top 10
Funds holding in top 10: 3 → 0 (-3)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Vanguard Group
Malvern,
Pennsylvania
|
+$45.8M |
| 2 |
AL
AJO LP
Philadelphia,
Pennsylvania
|
+$36.4M |
| 3 |
Fiera Capital (Canada)
Montreal,
Quebec, Canada
|
+$22.7M |
| 4 |
BlackRock
New York
|
+$16.2M |
| 5 |
JIM
Jupiter Investment Management
London,
United Kingdom
|
+$13.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
-$56.8M |
| 2 |
Wells Fargo
San Francisco,
California
|
-$32.5M |
| 3 |
Balyasny Asset Management
Chicago,
Illinois
|
-$24.6M |
| 4 |
O
OppenheimerFunds
New York
|
-$20.2M |
| 5 |
Principal Financial Group
Des Moines,
Iowa
|
-$16.1M |
EVR Hedge Fund Activity: Q2 2017 in Review
296 of the 4,022 institutional investors tracked by Wall St. Rank reported a position in Evercore (EVR) for Q2 2017, worth a combined $2.72B — down 10% from $3.03B a quarter earlier.
Buyers outnumbered sellers: 50 funds opened new EVR positions and 35 closed out — a net gain of 15 holders — while 125 added to existing stakes and 98 trimmed.
The largest buyer was Vanguard Group, adding an estimated $45.8M. The largest seller was Wellington Management Group, cutting an estimated $56.8M.
- 296 institutional investors held Evercore (EVR) as of Q2 2017, up from 283 in Q1 2017.
- Funds reported $2.72B of Evercore stock for Q2 2017, down 10% quarter-over-quarter.
- 50 funds opened new Evercore positions in Q2 2017 and 35 closed out, a net change of +15 holders.
- The largest Evercore buyer in Q2 2017 was Vanguard Group, an estimated $45.8M added.
- The largest Evercore seller in Q2 2017 was Wellington Management Group, an estimated $56.8M sold.
Based on aggregated 13F filings for Q2 2017.