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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
WorldQuant Millennium Advisors
276
WorldQuant Millennium Advisors
New York
$1.18M +$260K +4,497 +28%
RIM
277
Rampart Investment Management
Connecticut
$1.18M +$750K +13,001 +168%
TC
278
Toews Corporation
New Jersey
$1.11M +$1.13M +19,500 New
SMDAM
279
Sumitomo Mitsui DS Asset Management
Japan
$1.07M -$14.9K -258 -1%
SLG
280
Stanley-Laman Group
Pennsylvania
$1.04M +$31.7K +550 +3%
BIM
281
Beach Investment Management
Pennsylvania
$1.01M
SW
282
SVB Wealth
Massachusetts
$1M -$127K -2,197 -11%
SIM
283
Sentry Investment Management
Wisconsin
$988K -$26.4K -457 -3%
SWM
284
SeaCrest Wealth Management
New York
$986K +$4.91K +85 +0.5%
PNC Financial Services Group
285
PNC Financial Services Group
Pennsylvania
$979K +$31.1K +539 +3%
RPGK
286
Retirement Planning Group (Kansas)
Kansas
$951K -$3.75K -65 -0.4%
Thrivent Financial for Lutherans
287
Thrivent Financial for Lutherans
Minnesota
$951K +$295K +5,104 +44%
MYAM
288
Meiji Yasuda Asset Management
Japan
$933K +$15K +260 +2%
Brown Advisory
289
Brown Advisory
Maryland
$922K -$520 -9 -0.1%
MA
290
Marshwinds Advisory
Georgia
$918K -$31K -537 -3%
EDRIA
291
Edmonds Duncan Registered Investment Advisors
Kansas
$916K -$56.7K -983 -6%
WAM
292
World Asset Management
Michigan
$907K -$47.5K -823 -5%
II
293
IFM Investors
Australia
$897K +$9.29K +161 +1%
QI
294
QS Investors
New York
$858K -$706K -12,237 -45%
HighTower Advisors
295
HighTower Advisors
Illinois
$848K +$49.6K +860 +6%
CGH
296
Crossmark Global Holdings
Texas
$841K +$266K +4,603 +45%
BFM
297
Boothbay Fund Management
New York
$826K +$184K +3,187 +28%
COPPSERS
298
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$816K -$457K -7,922 -36%
AG
299
Advisor Group
Arizona
$815K +$117K +2,024 +16%
OI
300
Oakbrook Investments
Illinois
$787K -$104K -1,803 -12%

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.