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650 hedge funds and large institutions have $11.4B invested in Evergy in 2022 Q3 according to their latest regulatory filings, with 68 funds opening new positions, 246 increasing their positions, 203 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

96% more call options, than puts

Call options by funds: $11.2M | Put options by funds: $5.68M

45% more first-time investments, than exits

New positions opened: 68 | Existing positions closed: 47

21% more repeat investments, than reductions

Existing positions increased: 246 | Existing positions reduced: 203

2% more funds holding

Funds holding: 638650 (+12)

0.1% more ownership

Funds ownership: 83.83%83.93% (+0.1%)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

9% less capital invested

Capital invested by funds: $12.5B → $11.4B (-$1.09B)

Holders
650
Holders Change
+12
Holders Change %
+1.88%
% of All Funds
11.2%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
68
Increased
246
Reduced
203
Closed
47
Calls
$11.2M
Puts
$5.68M
Net Calls
+$5.47M
Net Calls Change
-$2.02M
Name Holding Trade Value Shares
Change
Change in
Stake
X
251
Xponance
Pennsylvania
$1.44M +$251K +3,724 +18%
TCM
252
Teza Capital Management
Illinois
$1.39M +$1.58M +23,463 New
GT
253
Glenmede Trust
Pennsylvania
$1.39M +$162K +2,411 +11%
LFG
254
Larson Financial Group
Missouri
$1.38M +$1.47M +21,823 +1,619%
BCIM
255
British Columbia Investment Management
British Columbia, Canada
$1.33M -$272K -4,040 -15%
HIMCH
256
Hartford Investment Management Co (HIMCO)
Connecticut
$1.29M -$3.1K -46 -0.2%
UOC
257
UBS O'Connor
Illinois
$1.29M +$1.46M +21,698 New
GG
258
Gofen & Glossberg
Illinois
$1.28M -$130K -1,925 -8%
CPO
259
Cerity Partners OCIO
New York
$1.28M +$85.6K +1,272 +6%
RPGK
260
Retirement Planning Group (Kansas)
Kansas
$1.26M +$9.49K +141 +0.7%
TRSOTSOK
261
Teachers Retirement System of the State of Kentucky
Kentucky
$1.24M +$1.41M +20,899 New
BCM
262
Brookmont Capital Management
Texas
$1.21M +$78.2K +1,163 +6%
Northwestern Mutual Wealth Management
263
Northwestern Mutual Wealth Management
Wisconsin
$1.2M +$15.4K +229 +1%
Bank of Nova Scotia
264
Bank of Nova Scotia
Ontario, Canada
$1.2M -$8.68K -129 -0.6%
AG
265
Advocate Group
Minnesota
$1.17M +$555K +8,250 +72%
JMPWA
266
JP Morgan Private Wealth Advisors
California
$1.17M -$8.34K -124 -0.6%
E
267
Ergoteles
New York
$1.17M -$8.1M -120,451 -86%
AWC
268
Adamsbrown Wealth Consultants
Kansas
$1.16M +$8.21K +122 +0.6%
Federated Hermes
269
Federated Hermes
Pennsylvania
$1.15M -$402K -5,978 -24%
Baird Financial Group
270
Baird Financial Group
Wisconsin
$1.11M +$68K +1,011 +6%
Daiwa Securities Group
271
Daiwa Securities Group
Japan
$1.11M +$23.3K +347 +2%
VRS
272
Virginia Retirement Systems
Virginia
$1.1M +$1.25M +18,600 New
SAM
273
Securian Asset Management
Minnesota
$1.1M
KRS
274
Kentucky Retirement Systems
Kentucky
$1.07M +$62.9K +935 +5%
HW
275
Hancock Whitney
Mississippi
$1.03M -$73.9K -1,098 -6%

EVRG Hedge Fund Activity: Q3 2022 in Review

650 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Evergy (EVRG) for Q3 2022, worth a combined $11.4B — down 8.7% from $12.5B a quarter earlier.

Buyers outnumbered sellers: 68 funds opened new EVRG positions and 47 closed out — a net gain of 21 holders — while 246 added to existing stakes and 203 trimmed.

The largest buyer was Capital International Investors, adding an estimated $109M. The largest seller was Citadel Advisors, cutting an estimated $104M.

  • 650 institutional investors held Evergy (EVRG) as of Q3 2022, up from 638 in Q2 2022.
  • Funds reported $11.4B of Evergy stock for Q3 2022, down 8.7% quarter-over-quarter.
  • 68 funds opened new Evergy positions in Q3 2022 and 47 closed out, a net change of +21 holders.
  • The largest Evergy buyer in Q3 2022 was Capital International Investors, an estimated $109M added.
  • The largest Evergy seller in Q3 2022 was Citadel Advisors, an estimated $104M sold.

Based on aggregated 13F filings for Q3 2022.