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Evergy

588 hedge funds and large institutions have $12.1B invested in Evergy in 2018 Q4 according to their latest regulatory filings, with 86 funds opening new positions, 176 increasing their positions, 224 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

69% more first-time investments, than exits

New positions opened: 86 | Existing positions closed: 51

22% more funds holding in top 10

Funds holding in top 10: 911 (+2)

5% more funds holding

Funds holding: 558588 (+30)

0.25% more ownership

Funds ownership: 81.26%81.51% (+0.25%)

0% more capital invested

Capital invested by funds: $12.1B → $12.1B (+$10M)

21% less repeat investments, than reductions

Existing positions increased: 176 | Existing positions reduced: 224

Holders
588
Holders Change
+30
Holders Change %
+5.38%
% of All Funds
13.1%
Holding in Top 10
11
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+22.22%
% of All Funds
0.25%
New
86
Increased
176
Reduced
224
Closed
51
Calls
$744K
Puts
Net Calls
+$744K
Net Calls Change
-$3.52M
Name Holding Trade Value Shares
Change
Change in
Stake
TAM
251
Tyers Asset Management
Texas
$1.65M +$1.32M +22,912 +370%
TMAM
252
Tokio Marine Asset Management
Japan
$1.65M -$173K -3,000 -9%
RJT
253
Raymond James Trust
Florida
$1.63M -$63K -1,092 -4%
Financial Engines Advisors
254
Financial Engines Advisors
California
$1.6M +$1.63M +28,165 New
HIMCH
255
Hartford Investment Management Co (HIMCO)
Connecticut
$1.6M -$94.1K -1,630 -5%
AFG
256
Albion Financial Group
Utah
$1.54M -$17.9K -310 -1%
SICM
257
Sustainable Insight Capital Management
New York
$1.54M -$289K -5,000 -16%
TEE
258
Tibra Equities Europe
United Kingdom
$1.53M +$1.56M +27,000 New
PCM
259
Penserra Capital Management
California
$1.5M -$122K -2,110 -7%
AIS
260
American Investment Services
Massachusetts
$1.5M -$865K -14,988 -36%
MERSOM
261
Municipal Employees' Retirement System of Michigan
Michigan
$1.48M +$1.51M +26,080 New
CIBC Asset Management
262
CIBC Asset Management
Ontario, Canada
$1.45M -$32.9K -570 -2%
PA
263
Profund Advisors
Maryland
$1.44M +$547K +9,482 +60%
RFA
264
Reilly Financial Advisors
California
$1.44M +$140K +2,420 +11%
JMPWA
265
JP Morgan Private Wealth Advisors
California
$1.36M -$21.8K -377 -2%
BC
266
Brinker Capital
Pennsylvania
$1.34M +$929K +16,102 +215%
NMERB
267
New Mexico Educational Retirement Board
New Mexico
$1.31M -$63.5K -1,100 -5%
Cambridge Investment Research Advisors
268
Cambridge Investment Research Advisors
Iowa
$1.29M -$68.8K -1,192 -5%
KBC Group
269
KBC Group
Belgium
$1.29M -$166K -2,875 -11%
HI
270
Horizon Investments
North Carolina
$1.28M +$1.3M +22,571 New
NAM
271
Nissay Asset Management
Japan
$1.25M +$29.6K +512 +2%
SBWIC
272
Schaper Benz & Wise Investment Counsel
Wisconsin
$1.22M -$463K -8,021 -27%
PP
273
Prudential plc
United Kingdom
$1.22M +$190K +3,300 +18%
WBC
274
Westpac Banking Corp
Australia
$1.2M
VIA
275
Vident Investment Advisory
Georgia
$1.2M +$190K +3,298 +19%

EVRG Hedge Fund Activity: Q4 2018 in Review

588 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Evergy (EVRG) for Q4 2018, worth a combined $12.1B — up 0.08% from $12.1B a quarter earlier.

Buyers outnumbered sellers: 86 funds opened new EVRG positions and 51 closed out — a net gain of 35 holders — while 176 added to existing stakes and 224 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $157M. The largest seller was Millennium Management, cutting an estimated $163M.

  • 588 institutional investors held Evergy (EVRG) as of Q4 2018, up from 558 in Q3 2018.
  • Funds reported $12.1B of Evergy stock for Q4 2018, up 0.08% quarter-over-quarter.
  • 86 funds opened new Evergy positions in Q4 2018 and 51 closed out, a net change of +35 holders.
  • The largest Evergy buyer in Q4 2018 was JP Morgan Chase, an estimated $157M added.
  • The largest Evergy seller in Q4 2018 was Millennium Management, an estimated $163M sold.

Based on aggregated 13F filings for Q4 2018.