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Everpure Inc

408 hedge funds and large institutions have $6.5B invested in Everpure Inc in 2023 Q1 according to their latest regulatory filings, with 51 funds opening new positions, 162 increasing their positions, 136 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed

92% more call options, than puts

Call options by funds: $166M | Put options by funds: $86.7M

19% more repeat investments, than reductions

Existing positions increased: 162 | Existing positions reduced: 136

13% more funds holding in top 10

Funds holding in top 10: 89 (+1)

4.58% less ownership

Funds ownership: 88.54%83.96% (-4.6%)

6% less funds holding

Funds holding: 436408 (-28)

9% less capital invested

Capital invested by funds: $7.14B → $6.5B (-$646M)

28% less first-time investments, than exits

New positions opened: 51 | Existing positions closed: 71

Holders
408
Holders Change
-28
Holders Change %
-6.42%
% of All Funds
6.5%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.14%
New
51
Increased
162
Reduced
136
Closed
71
Calls
$166M
Puts
$86.7M
Net Calls
+$79.6M
Net Calls Change
-$44.2M
Name Holding Trade Value Shares
Change
Change in
Stake
LWA
351
Lowe Wealth Advisors
Maryland
$14.7K
TAM
352
Tucker Asset Management
Colorado
$14.2K +$15K +556 New
QC
353
Quent Capital
New York
$14.1K
CI Investments Inc
354
CI Investments Inc
Ontario, Canada
$13K +$2.56K +95 +23%
GWM
355
Geneos Wealth Management
Colorado
$12.8K
HCP
356
Hexagon Capital Partners
Arkansas
$12.2K +$486 +18 +4%
QCG
357
Quadrant Capital Group
Ohio
$11.6K +$3.05K +113 +33%
PTC
358
Private Trust Company
Ohio
$11.5K +$702 +26 +6%
RCM
359
Raleigh Capital Management
North Carolina
$11.4K +$5.15K +191 +75%
BFEC
360
Benjamin F. Edwards & Company
Missouri
$11K
CWM
361
CarsonAllaria Wealth Management
Illinois
$10.2K
RFA
362
Register Financial Advisors
Georgia
$10.2K
Fidelity International
363
Fidelity International
Bermuda
$8.09K +$6.99K +259 +447%
CFO
364
CVA Family Office
Colorado
$7.91K -$1.48K -55 -15%
BAM
365
Belpointe Asset Management
Nevada
$7.88K +$4.29K +159 +106%
CFGS
366
Concourse Financial Group Securities
Alabama
$7.47K +$1.05K +39 +15%
GWS
367
Glassman Wealth Services
Virginia
$7.19K -$2.48K -92 -25%
LSA
368
Leonteq Securities AG
Switzerland
$6.91K +$5.75K +213 +367%
EWA
369
EverSource Wealth Advisors
Alabama
$6.63K -$2.1K -78 -23%
CSPIA
370
Cary Street Partners Investment Advisory
Virginia
$6.38K
PLU
371
Performa Ltd (US)
South Carolina
$5.74K
TWC
372
TD Waterhouse Canada
Ontario, Canada
$5.15K
BTI
373
Blue Trust Inc
Georgia
$5K -$324 -12 -7%
EWM
374
Endurance Wealth Management
Rhode Island
$5K
TWM
375
Tradition Wealth Management
Minnesota
$5K

P Hedge Fund Activity: Q1 2023 in Review

408 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Everpure Inc (P) for Q1 2023, worth a combined $6.5B — down 9.1% from $7.14B a quarter earlier.

Sellers outnumbered buyers: 71 funds closed out of P and 51 opened new positions — a net loss of 20 holders — while 136 trimmed existing stakes and 162 added.

The largest buyer was Fidelity Investments, adding an estimated $130M. The largest seller was JP Morgan Chase, cutting an estimated $103M.

  • 408 institutional investors held Everpure Inc (P) as of Q1 2023, down from 436 in Q4 2022.
  • Funds reported $6.5B of Everpure Inc stock for Q1 2023, down 9.1% quarter-over-quarter.
  • 51 funds opened new Everpure Inc positions in Q1 2023 and 71 closed out, a net change of -20 holders.
  • The largest Everpure Inc buyer in Q1 2023 was Fidelity Investments, an estimated $130M added.
  • The largest Everpure Inc seller in Q1 2023 was JP Morgan Chase, an estimated $103M sold.

Based on aggregated 13F filings for Q1 2023.