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Evergy

592 hedge funds and large institutions have $10.4B invested in Evergy in 2020 Q4 according to their latest regulatory filings, with 104 funds opening new positions, 174 increasing their positions, 227 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed

58% more first-time investments, than exits

New positions opened: 104 | Existing positions closed: 66

40% more call options, than puts

Call options by funds: $7.93M | Put options by funds: $5.67M

13% more capital invested

Capital invested by funds: $9.27B → $10.4B (+$1.17B)

6% more funds holding

Funds holding: 561592 (+31)

2.01% more ownership

Funds ownership: 81.01%83.02% (+2%)

0% more funds holding in top 10

Funds holding in top 10: 66 (0)

23% less repeat investments, than reductions

Existing positions increased: 174 | Existing positions reduced: 227

Holders
592
Holders Change
+31
Holders Change %
+5.53%
% of All Funds
10.48%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.11%
New
104
Increased
174
Reduced
227
Closed
66
Calls
$7.93M
Puts
$5.67M
Net Calls
+$2.26M
Net Calls Change
+$15.2M
Name Holding Trade Value Shares
Change
Change in
Stake
Baird Financial Group
226
Baird Financial Group
Wisconsin
$1.84M -$259K -4,723 -12%
Public Employees Retirement Association of Colorado
227
Public Employees Retirement Association of Colorado
Colorado
$1.8M -$123K -2,244 -6%
AAM
228
Advisors Asset Management
Colorado
$1.78M -$522K -9,520 -23%
MSA
229
Mason Street Advisors
Wisconsin
$1.74M -$31.2K -568 -2%
SIP
230
Stoneridge Investment Partners
Pennsylvania
$1.71M -$507K -9,244 -23%
CBT
231
CoreFirst Bank & Trust
Kansas
$1.66M +$1.64M +29,920 New
MLICM
232
Metropolitan Life Insurance Company (MetLife)
New York
$1.63M -$85.9K -1,565 -5%
ProShare Advisors
233
ProShare Advisors
Maryland
$1.62M +$150K +2,731 +10%
RJFSA
234
Raymond James Financial Services Advisors
Florida
$1.59M -$117K -2,133 -7%
OAM
235
Optimal Asset Management
California
$1.57M -$3.18K -58 -0.2%
COPPSERS
236
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$1.57M +$402K +7,326 +35%
YCM
237
Yaupon Capital Management
New York
$1.56M -$1.57M -28,600 -50%
WG
238
Winton Group
United Kingdom
$1.55M -$2.06M -37,475 -57%
EWA
239
Exencial Wealth Advisors
Oklahoma
$1.55M -$1.73M -31,456 -53%
UB
240
UMB Bank
Missouri
$1.54M -$175K -3,192 -10%
BCI
241
Brinker Capital Investments
Pennsylvania
$1.53M -$546K -9,947 -27%
VanEck Associates
242
VanEck Associates
New York
$1.5M +$366K +6,678 +33%
RFA
243
Reilly Financial Advisors
California
$1.45M +$5.32K +97 +0.4%
HIMCH
244
Hartford Investment Management Co (HIMCO)
Connecticut
$1.44M +$123K +2,244 +9%
TEE
245
Tibra Equities Europe
United Kingdom
$1.43M +$1.42M +25,790 New
Schroder Investment Management Group
246
Schroder Investment Management Group
United Kingdom
$1.42M -$1.03M -18,857 -42%
QC
247
Quadrature Capital
United Kingdom
$1.41M +$1.39M +25,390 New
Public Sector Pension Investment Board (PSP Investments)
248
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$1.32M -$203K -3,703 -13%
ClearBridge Investments
249
ClearBridge Investments
New York
$1.31M -$18.3K -334 -1%
FAM
250
Fulcrum Asset Management
United Kingdom
$1.29M

EVRG Hedge Fund Activity: Q4 2020 in Review

592 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Evergy (EVRG) for Q4 2020, worth a combined $10.4B — up 13% from $9.27B a quarter earlier.

Buyers outnumbered sellers: 104 funds opened new EVRG positions and 66 closed out — a net gain of 38 holders — while 174 added to existing stakes and 227 trimmed.

The largest buyer was Elliott Investment Management, opening a new position worth an estimated $578M. The largest seller was Credit Suisse, cutting an estimated $127M.

  • 592 institutional investors held Evergy (EVRG) as of Q4 2020, up from 561 in Q3 2020.
  • Funds reported $10.4B of Evergy stock for Q4 2020, up 13% quarter-over-quarter.
  • 104 funds opened new Evergy positions in Q4 2020 and 66 closed out, a net change of +38 holders.
  • The largest Evergy buyer in Q4 2020 was Elliott Investment Management, an estimated $578M added.
  • The largest Evergy seller in Q4 2020 was Credit Suisse, an estimated $127M sold.

Based on aggregated 13F filings for Q4 2020.