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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
MTIC
451
Missouri Trust & Investment Company
Missouri
$2.67K
PWMG
452
Private Wealth Management Group
New Jersey
$2.39K +$2.35K +67 New
LF
453
Lee Financial
Texas
$2.21K +$2.17K +62 New
FFA
454
Farther Finance Advisors
California
$2.1K +$1.93K +55 +1,375%
CAL
455
Capital Advisors Ltd
Ohio
$2K
VWM
456
Venturi Wealth Management
Texas
$1.93K -$1.79K -51 -49%
CP
457
Castleview Partners
Texas
$1.93K +$1.89K +54 New
MHR
458
Matthew Hamilton Rosenberg
$1.85K
AFWM
459
Abich Financial Wealth Management
Virginia
$1.64K +$1.61K +46 New
RFG
460
RFP Financial Group
Georgia
$1.39K
AAP
461
Arax Advisory Partners
Colorado
$1.21K
JWA
462
JFS Wealth Advisors
Pennsylvania
$1.14K +$70 +2 +7%
FPF
463
First Pacific Financial
Washington
$1.11K +$1.09K +31 New
AW
464
Avion Wealth
Texas
$1K +$35 +1 +7%
AWM
465
Able Wealth Management
New Jersey
$678 +$666 +19 New
BCH
466
Berkshire Capital Holdings
California
$357
ACA
467
American Capital Advisory
Idaho
$357 +$351 +10 New
DPW
468
DiNuzzo Private Wealth
Pennsylvania
$286 +$281 +8 New
MPWT
469
MassMutual Private Wealth & Trust
Connecticut
$285 +$281 +8 New
SIC
470
SJS Investment Consulting
Ohio
$214
AssetMark Inc
471
AssetMark Inc
California
$143 -$70 -2 -33%
IA
472
IFP Advisors
Florida
$107 -$54.9K -1,565 -100%
TWD
473
True Wealth Design
Ohio
$107
FGAM
474
Financial Gravity Asset Management
Texas
$4
Arrowstreet Capital
475
Arrowstreet Capital
Massachusetts
-$39M -1,096,301 Closed

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.