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P

Everpure Inc

436 hedge funds and large institutions have $7.14B invested in Everpure Inc in 2022 Q4 according to their latest regulatory filings, with 81 funds opening new positions, 164 increasing their positions, 137 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

125% more first-time investments, than exits

New positions opened: 81 | Existing positions closed: 36

114% more call options, than puts

Call options by funds: $232M | Put options by funds: $108M

20% more repeat investments, than reductions

Existing positions increased: 164 | Existing positions reduced: 137

11% more funds holding

Funds holding: 394436 (+42)

2.46% more ownership

Funds ownership: 86.08%88.54% (+2.5%)

3% more capital invested

Capital invested by funds: $6.91B → $7.14B (+$231M)

33% less funds holding in top 10

Funds holding in top 10: 128 (-4)

Holders
436
Holders Change
+42
Holders Change %
+10.66%
% of All Funds
7.01%
Holding in Top 10
8
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-33.33%
% of All Funds
0.13%
New
81
Increased
164
Reduced
137
Closed
36
Calls
$232M
Puts
$108M
Net Calls
+$124M
Net Calls Change
+$74.7M
Name Holding Trade Value Shares
Change
Change in
Stake
CWM
376
CarsonAllaria Wealth Management
Illinois
$11K -$59.6K -2,048 -84%
PTC
377
Private Trust Company
Ohio
$11K -$174 -6 -1%
CI Investments Inc
378
CI Investments Inc
Ontario, Canada
$11K +$58 +2 +0.5%
RFA
379
Register Financial Advisors
Georgia
$10.7K +$11.6K +400 New
GWS
380
Glassman Wealth Services
Virginia
$10K -$436 -15 -4%
CFO
381
CVA Family Office
Colorado
$9.77K +$872 +30 +9%
QCG
382
Quadrant Capital Group
Ohio
$9.1K -$1.57K -54 -14%
EWA
383
EverSource Wealth Advisors
Alabama
$9.04K
Bessemer Group
384
Bessemer Group
New Jersey
$7K +$7.21K +248 New
RCM
385
Raleigh Capital Management
North Carolina
$6.82K +$2.41K +83 +48%
CFGS
386
Concourse Financial Group Securities
Alabama
$6.8K +$582 +20 +9%
CSPIA
387
Cary Street Partners Investment Advisory
Virginia
$6.69K +$7.27K +250 New
USCWA
388
U.S. Capital Wealth Advisors
Texas
$6.69K +$7.27K +250 New
PLU
389
Performa Ltd (US)
South Carolina
$6.02K
TWC
390
TD Waterhouse Canada
Ontario, Canada
$5.57K
BCWM
391
Bartlett & Co Wealth Management
Ohio
$5.35K
TFS
392
TrustCore Financial Services
Tennessee
$5.35K
BC
393
Bartlett & Co
Ohio
$5K
EWM
394
Endurance Wealth Management
Rhode Island
$5K
TWM
395
Tradition Wealth Management
Minnesota
$5K
BTI
396
Blue Trust Inc
Georgia
$5K +$4.42K +152 +633%
BIA
397
Bell Investment Advisors
California
$4.55K
MA
398
MCF Advisors
Kentucky
$4.12K
LC
399
Lindbrook Capital
California
$4.12K +$1.89K +65 +73%
BAM
400
Belpointe Asset Management
Nevada
$4.01K -$458K -15,751 -99%

P Hedge Fund Activity: Q4 2022 in Review

436 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Everpure Inc (P) for Q4 2022, worth a combined $7.14B — up 3.3% from $6.91B a quarter earlier.

Buyers outnumbered sellers: 81 funds opened new P positions and 36 closed out — a net gain of 45 holders — while 164 added to existing stakes and 137 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $116M. The largest seller was T. Rowe Price Associates, cutting an estimated $61.3M.

  • 436 institutional investors held Everpure Inc (P) as of Q4 2022, up from 394 in Q3 2022.
  • Funds reported $7.14B of Everpure Inc stock for Q4 2022, up 3.3% quarter-over-quarter.
  • 81 funds opened new Everpure Inc positions in Q4 2022 and 36 closed out, a net change of +45 holders.
  • The largest Everpure Inc buyer in Q4 2022 was JP Morgan Chase, an estimated $116M added.
  • The largest Everpure Inc seller in Q4 2022 was T. Rowe Price Associates, an estimated $61.3M sold.

Based on aggregated 13F filings for Q4 2022.