Evercore
327 hedge funds and large institutions have $2.8B invested in Evercore in 2019 Q4 according to their latest regulatory filings, with 45 funds opening new positions, 115 increasing their positions, 134 reducing their positions, and 48 closing their positions.
2.04% more ownership
Funds ownership: 93.88% → 95.93% (+2%)
6% less first-time investments, than exits
New positions opened: 45 | Existing positions closed: 48
4% less funds holding
Funds holding: 340 → 327 (-13)
6% less capital invested
Capital invested by funds: $2.99B → $2.8B (-$194M)
14% less repeat investments, than reductions
Existing positions increased: 115 | Existing positions reduced: 134
33% less funds holding in top 10
Funds holding in top 10: 3 → 2 (-1)
60% less call options, than puts
Call options by funds: $971K | Put options by funds: $2.42M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Hotchkis & Wiley Capital Management
Los Angeles,
California
|
+$60.5M |
| 2 |
TCM
TimesSquare Capital Management
New York
|
+$50.9M |
| 3 |
AQR Capital Management
Greenwich,
Connecticut
|
+$42.9M |
| 4 |
Los Angeles Capital Management
Los Angeles,
California
|
+$20M |
| 5 |
VOYA Investment Management
Atlanta,
Georgia
|
+$19.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
-$77.8M |
| 2 |
WRF
Waddell & Reed Financial
Overland Park,
Kansas
|
-$36.4M |
| 3 |
Wells Fargo
San Francisco,
California
|
-$26.6M |
| 4 |
Skandinaviska Enskilda Banken (SEB)
Stockholm,
Sweden
|
-$25.2M |
| 5 |
CCMG
Clark Capital Management Group
Philadelphia,
Pennsylvania
|
-$19.4M |
EVR Hedge Fund Activity: Q4 2019 in Review
327 of the 5,092 institutional investors tracked by Wall St. Rank reported a position in Evercore (EVR) for Q4 2019, worth a combined $2.8B — down 6.5% from $2.99B a quarter earlier.
Sellers outnumbered buyers: 48 funds closed out of EVR and 45 opened new positions — a net loss of 3 holders — while 134 trimmed existing stakes and 115 added.
The largest buyer was Hotchkis & Wiley Capital Management, adding an estimated $60.5M. The largest seller was Citadel Advisors, cutting an estimated $77.8M.
- 327 institutional investors held Evercore (EVR) as of Q4 2019, down from 340 in Q3 2019.
- Funds reported $2.8B of Evercore stock for Q4 2019, down 6.5% quarter-over-quarter.
- 45 funds opened new Evercore positions in Q4 2019 and 48 closed out, a net change of -3 holders.
- The largest Evercore buyer in Q4 2019 was Hotchkis & Wiley Capital Management, an estimated $60.5M added.
- The largest Evercore seller in Q4 2019 was Citadel Advisors, an estimated $77.8M sold.
Based on aggregated 13F filings for Q4 2019.