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Evergy

686 hedge funds and large institutions have $12.3B invested in Evergy in 2022 Q4 according to their latest regulatory filings, with 103 funds opening new positions, 260 increasing their positions, 223 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

195% more call options, than puts

Call options by funds: $11.2M | Put options by funds: $3.81M

125% more funds holding in top 10

Funds holding in top 10: 49 (+5)

106% more first-time investments, than exits

New positions opened: 103 | Existing positions closed: 50

17% more repeat investments, than reductions

Existing positions increased: 260 | Existing positions reduced: 223

8% more capital invested

Capital invested by funds: $11.4B → $12.3B (+$869M)

6% more funds holding

Funds holding: 650686 (+36)

1.02% less ownership

Funds ownership: 83.93%82.91% (-1%)

Holders
686
Holders Change
+36
Holders Change %
+5.54%
% of All Funds
11.03%
Holding in Top 10
9
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+125%
% of All Funds
0.14%
New
103
Increased
260
Reduced
223
Closed
50
Calls
$11.2M
Puts
$3.81M
Net Calls
+$7.42M
Net Calls Change
+$1.95M
Name Holding Trade Value Shares
Change
Change in
Stake
ClearBridge Investments
226
ClearBridge Investments
New York
$2.53M +$14.4K +240 +0.6%
URS
227
Utah Retirement Systems
Utah
$2.49M -$18K -300 -0.8%
PP
228
Prudential plc
United Kingdom
$2.49M +$327K +5,446 +16%
CG
229
Castellan Group
Kentucky
$2.46M +$2.35M +39,125 New
TPCW
230
TD Private Client Wealth
New York
$2.44M -$122K -2,026 -5%
FPB
231
First PREMIER Bank
South Dakota
$2.42M -$11.2K -187 -0.5%
UB
232
UMB Bank
Missouri
$2.4M -$15.9K -265 -0.7%
CCM
233
CTC Capital Management
Illinois
$2.37M +$2.26M +37,650 New
ProShare Advisors
234
ProShare Advisors
Maryland
$2.37M -$29.6K -493 -1%
RJFSA
235
Raymond James Financial Services Advisors
Florida
$2.37M -$30.7K -512 -1%
KTA
236
Keeley-Teton Advisors
Illinois
$2.34M -$149K -2,487 -6%
Wealthfront Advisers
237
Wealthfront Advisers
California
$2.25M -$1.96M -32,568 -48%
B
238
Bailard
California
$2.25M -$18.6K -310 -0.9%
US Bancorp
239
US Bancorp
Minnesota
$2.25M -$46.9K -781 -2%
CB
240
Commerce Bank
Missouri
$2.22M +$48.8K +813 +2%
BCI
241
Brinker Capital Investments
Pennsylvania
$2.19M -$48.7K -811 -2%
MPM
242
Meritage Portfolio Management
Kansas
$2.18M -$1.49M -24,829 -42%
State of Tennessee, Department of Treasury
243
State of Tennessee, Department of Treasury
Tennessee
$2.15M -$164K -2,726 -7%
SMDAM
244
Sumitomo Mitsui DS Asset Management
Japan
$2.15M +$1.03M +17,091 +100%
CI
245
Conning Inc
Connecticut
$2.15M -$98.7K -1,644 -5%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
246
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$2.13M +$1.46M +24,344 +255%
WA
247
WealthTrust Axiom
Pennsylvania
$2.11M +$120 +2 +0%
SO
248
STRS Ohio
Ohio
$2.09M -$120K -2,002 -6%
PG
249
Pendal Group
Australia
$2.06M +$1.96M +32,675 New
TPSF
250
Texas Permanent School Fund
Texas
$2.05M +$8.23K +137 +0.4%

EVRG Hedge Fund Activity: Q4 2022 in Review

686 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Evergy (EVRG) for Q4 2022, worth a combined $12.3B — up 7.6% from $11.4B a quarter earlier.

Buyers outnumbered sellers: 103 funds opened new EVRG positions and 50 closed out — a net gain of 53 holders — while 260 added to existing stakes and 223 trimmed.

The largest buyer was Millennium Management, adding an estimated $172M. The largest seller was Capital International Investors, cutting an estimated $807M.

  • 686 institutional investors held Evergy (EVRG) as of Q4 2022, up from 650 in Q3 2022.
  • Funds reported $12.3B of Evergy stock for Q4 2022, up 7.6% quarter-over-quarter.
  • 103 funds opened new Evergy positions in Q4 2022 and 50 closed out, a net change of +53 holders.
  • The largest Evergy buyer in Q4 2022 was Millennium Management, an estimated $172M added.
  • The largest Evergy seller in Q4 2022 was Capital International Investors, an estimated $807M sold.

Based on aggregated 13F filings for Q4 2022.