We are live on ! Find out more
EVRG icon

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
NYLIM
251
New York Life Investment Management
New York
$2.03M +$2.16K +36 +0.1%
GIA
252
Guyasuta Investment Advisors
Pennsylvania
$2.03M -$232K -3,855 -11%
AWM
253
AE Wealth Management
Kansas
$2.01M +$105K +1,748 +6%
TC
254
Trilogy Capital
California
$1.99M +$320K +5,332 +20%
GAM
255
Gotham Asset Management
New York
$1.96M +$377K +6,282 +25%
DekaBank Deutsche Girozentrale
256
DekaBank Deutsche Girozentrale
Germany
$1.94M +$239K +3,978 +15%
BF
257
BOK Financial
Oklahoma
$1.93M -$77.5K -1,291 -4%
Mirae Asset Global Investments
258
Mirae Asset Global Investments
South Korea
$1.92M +$180K +3,004 +11%
Public Employees Retirement Association of Colorado
259
Public Employees Retirement Association of Colorado
Colorado
$1.86M
X
260
Xponance
Pennsylvania
$1.84M +$295K +4,920 +20%
GT
261
Glenmede Trust
Pennsylvania
$1.83M +$335K +5,584 +24%
Corient Private Wealth
262
Corient Private Wealth
Florida
$1.8M +$1.71M +28,555 New
TRCT
263
Tower Research Capital (TRC)
New York
$1.73M -$570K -9,485 -26%
CWM
264
CIBC World Markets
New York
$1.7M +$1.41M +23,502 +675%
CNB
265
Czech National Bank
Czech Republic
$1.69M +$11.6K +193 +0.7%
AM
266
AGF Management
Ontario, Canada
$1.68M +$1.61M +26,762 New
CIS
267
Capital International Sarl
California
$1.65M +$36.1K +601 +2%
LA
268
LBP AM
France
$1.63M +$1.56M +25,926 New
NAM
269
Nissay Asset Management
Japan
$1.6M -$22.5K -374 -1%
Two Sigma Investments
270
Two Sigma Investments
New York
$1.52M +$1.45M +24,200 New
Los Angeles Capital Management
271
Los Angeles Capital Management
California
$1.51M +$1.15M +19,210 +402%
FIM
272
Freedom Investment Management
Connecticut
$1.51M -$63.8K -1,063 -4%
Robeco Institutional Asset Management
273
Robeco Institutional Asset Management
Netherlands
$1.49M -$49.9K -831 -3%
LI
274
LMCG Investments
Massachusetts
$1.48M -$128K -2,134 -8%
CPO
275
Cerity Partners OCIO
New York
$1.43M +$73.9K +1,230 +6%

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.