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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
PA
401
PSI Advisors
Florida
$4.01K
AA
402
Ancora Advisors
Ohio
$3K
DSC
403
Duncker Streett & Co
Missouri
$2.68K
IGWM
404
ICA Group Wealth Management
Colorado
$2.68K +$2.91K +100 New
NECFA
405
New England Capital Financial Advisors
Connecticut
$2.6K +$2.91K +100 New
ADL
406
Asset Dedication LLC
California
$2K +$2.18K +75 New
AIA
407
Arcadia Investment Advisors
Idaho
$1.87K
BAAM
408
Baker Avenue Asset Management
California
$1.71K +$1.86K +64 New
TWA
409
TCI Wealth Advisors
Arizona
$1.63K +$582 +20 +49%
BC
410
Burleson & Co
California
$1.61K
LSA
411
Leonteq Securities AG
Switzerland
$1.55K -$5.53K -190 -77%
Fidelity International
412
Fidelity International
Bermuda
$1.55K +$872 +30 +107%
MHR
413
Matthew Hamilton Rosenberg
$1.39K
VCM
414
Versant Capital Management
Arizona
$1.34K
RFG
415
RFP Financial Group
Georgia
$1.04K +$1.13K +39 New
CAL
416
Capital Advisors Ltd
Ohio
$1K -$1.34K -46 -49%
TAIM
417
TD Ameritrade Investment Management
Nebraska
$1K -$582 -20 -47%
Jones Financial Companies
418
Jones Financial Companies
Missouri
$1K +$901 +31 New
CA
419
CoreCap Advisors
Michigan
$830 +$901 +31 New
CA
420
Crewe Advisors
Utah
$776
CWP
421
Concord Wealth Partners
Virginia
$749 +$814 +28 New
GRP
422
Global Retirement Partners
California
$615 +$669 +23 New
BHWM
423
Beaird Harris Wealth Management
Texas
$562 +$611 +21 New
JWM
424
Janiczek Wealth Management
Colorado
$557 +$116 +4 +24%
AAP
425
Arax Advisory Partners
Colorado
$401 +$436 +15 New

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.