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Everpure Inc

473 hedge funds and large institutions have $9.54B invested in Everpure Inc in 2023 Q4 according to their latest regulatory filings, with 80 funds opening new positions, 175 increasing their positions, 145 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed

123% more call options, than puts

Call options by funds: $226M | Put options by funds: $102M

21% more repeat investments, than reductions

Existing positions increased: 175 | Existing positions reduced: 145

18% more first-time investments, than exits

New positions opened: 80 | Existing positions closed: 68

13% more funds holding in top 10

Funds holding in top 10: 89 (+1)

2% more funds holding

Funds holding: 466473 (+7)

2% more capital invested

Capital invested by funds: $9.32B → $9.54B (+$224M)

0.84% more ownership

Funds ownership: 83.8%84.64% (+0.84%)

Holders
473
Holders Change
+7
Holders Change %
+1.5%
% of All Funds
6.9%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.13%
New
80
Increased
175
Reduced
145
Closed
68
Calls
$226M
Puts
$102M
Net Calls
+$125M
Net Calls Change
+$39.6M
Name Holding Trade Value Shares
Change
Change in
Stake
AC
326
AXQ Capital
New Jersey
$292K +$287K +8,187 New
CIBC Asset Management
327
CIBC Asset Management
Ontario, Canada
$289K
BCM
328
Brookstone Capital Management
Illinois
$287K -$11.4K -326 -4%
Creative Planning
329
Creative Planning
Kansas
$287K -$19.8K -564 -7%
M&T Bank
330
M&T Bank
New York
$284K +$2.46K +70 +0.9%
NAS
331
NWF Advisory Services
California
$284K +$279K +7,960 New
FIM
332
Freedom Investment Management
Connecticut
$279K +$29.7K +846 +12%
GKWIM
333
Gerber Kawasaki Wealth & Investment Management
California
$275K
Capstone Investment Advisors
334
Capstone Investment Advisors
New York
$270K +$266K +7,578 New
HPC
335
HM Payson & Co
Maine
$267K
MAM
336
Martingale Asset Management
Massachusetts
$267K +$262K +7,475 New
KPWS
337
Kestra Private Wealth Services
Texas
$264K +$43K +1,226 +20%
QCM
338
Quantinno Capital Management
New York
$264K -$26.3K -750 -9%
QCM
339
Qsemble Capital Management
New York
$261K -$23.5K -670 -8%
NC
340
NinePointTwo Capital
California
$259K
CIA
341
Concurrent Investment Advisors
Florida
$258K +$254K +7,240 New
BC
342
Bridgefront Capital
Texas
$249K -$65.4K -1,866 -21%
OC
343
Oppenheimer & Co
New York
$249K
JFG
344
Jefferies Financial Group
New York
$248K +$244K +6,958 New
SSA
345
Sierra Summit Advisors
Nevada
$247K +$243K +6,920 New
PCIA
346
Prime Capital Investment Advisors
Kansas
$244K +$240K +6,839 New
FCH
347
Freestone Capital Holdings
Washington
$240K +$236K +6,719 New
MG
348
Marex Group
$236K +$232K +6,623 New
Cerity Partners
349
Cerity Partners
New York
$236K +$232K +6,616 New
ETIA
350
Epic Trust Investment Advisors
Washington
$235K -$9.57K -273 -4%

P Hedge Fund Activity: Q4 2023 in Review

473 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Everpure Inc (P) for Q4 2023, worth a combined $9.54B — up 2.4% from $9.32B a quarter earlier.

Buyers outnumbered sellers: 80 funds opened new P positions and 68 closed out — a net gain of 12 holders — while 175 added to existing stakes and 145 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $168M. The largest seller was T. Rowe Price Associates, cutting an estimated $176M.

  • 473 institutional investors held Everpure Inc (P) as of Q4 2023, up from 466 in Q3 2023.
  • Funds reported $9.54B of Everpure Inc stock for Q4 2023, up 2.4% quarter-over-quarter.
  • 80 funds opened new Everpure Inc positions in Q4 2023 and 68 closed out, a net change of +12 holders.
  • The largest Everpure Inc buyer in Q4 2023 was Morgan Stanley, an estimated $168M added.
  • The largest Everpure Inc seller in Q4 2023 was T. Rowe Price Associates, an estimated $176M sold.

Based on aggregated 13F filings for Q4 2023.