We are live on ! Find out more
P

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
LA
401
LM Advisors
California
$28.2K +$27.7K +790 New
DF
402
DecisionPoint Financial
Arizona
$26.7K
NMM
403
Naples Money Management
Florida
$24.9K +$24.5K +699 New
PTC
404
Private Trust Company
Ohio
$24K +$3.23K +92 +16%
AF
405
Advisornet Financial
Minnesota
$23.5K
SWS
406
SYSTM Wealth Solutions
Illinois
$20.8K +$20.4K +582 New
AS
407
Altshuler Shaham
Israel
$20.5K -$105 -3 -0.5%
LWA
408
Lowe Wealth Advisors
Maryland
$20.5K
QC
409
Quent Capital
New York
$19.8K
GWM
410
Geneos Wealth Management
Colorado
$17.8K
HCP
411
Hexagon Capital Partners
Arkansas
$16.9K -$842 -24 -5%
CI Investments Inc
412
CI Investments Inc
Ontario, Canada
$16K -$12.4K -354 -44%
ST
413
Smithfield Trust
Pennsylvania
$16K
Mitsubishi UFJ Asset Management
414
Mitsubishi UFJ Asset Management
Japan
$15K +$9.64K +275 +201%
BTI
415
Blue Trust Inc
Georgia
$15K +$9.89K +282 +197%
QCG
416
Quadrant Capital Group
Ohio
$14.2K -$2.95K -84 -17%
C
417
Covestor
United Kingdom
$14K -$12.7K -361 -48%
BFEC
418
Benjamin F. Edwards & Company
Missouri
$14K +$4.38K +125 +47%
AF
419
Allworth Financial
California
$13.5K +$2.35K +67 +21%
ITIM
420
Indiana Trust & Investment Management
Indiana
$13.4K
GI
421
GAMMA Investing
California
$12.5K +$10.9K +312 New
CFO
422
CVA Family Office
Colorado
$11.1K +$10.9K +310 New
TWM
423
Tradition Wealth Management
Minnesota
$11K +$281 +8 +3%
AAG
424
Armstrong Advisory Group
Massachusetts
$10.7K
EWA
425
EverSource Wealth Advisors
Alabama
$9.09K -$982 -28 -10%

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.