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Evergy

592 hedge funds and large institutions have $10.4B invested in Evergy in 2020 Q4 according to their latest regulatory filings, with 104 funds opening new positions, 174 increasing their positions, 227 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed

58% more first-time investments, than exits

New positions opened: 104 | Existing positions closed: 66

40% more call options, than puts

Call options by funds: $7.93M | Put options by funds: $5.67M

13% more capital invested

Capital invested by funds: $9.27B → $10.4B (+$1.17B)

6% more funds holding

Funds holding: 561592 (+31)

2.01% more ownership

Funds ownership: 81.01%83.02% (+2%)

0% more funds holding in top 10

Funds holding in top 10: 66 (0)

23% less repeat investments, than reductions

Existing positions increased: 174 | Existing positions reduced: 227

Holders
592
Holders Change
+31
Holders Change %
+5.53%
% of All Funds
10.48%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.11%
New
104
Increased
174
Reduced
227
Closed
66
Calls
$7.93M
Puts
$5.67M
Net Calls
+$2.26M
Net Calls Change
+$15.2M
Name Holding Trade Value Shares
Change
Change in
Stake
Mariner
276
Mariner
Kansas
$910K +$350K +6,382 +64%
MWM
277
Midwest Wealth Management
Indiana
$906K +$896K +16,321 New
VWA
278
V Wealth Advisors
Kansas
$903K +$893K +16,274 New
SO
279
STRS Ohio
Ohio
$877K -$1.61M -29,344 -65%
EDRIA
280
Edmonds Duncan Registered Investment Advisors
Kansas
$876K -$10.8K -196 -1%
TCM
281
Teza Capital Management
Illinois
$866K +$856K +15,602 New
PNC Financial Services Group
282
PNC Financial Services Group
Pennsylvania
$848K -$46.9K -855 -5%
IG
283
ING Group
Netherlands
$835K +$550K +10,026 +200%
SMDAM
284
Sumitomo Mitsui DS Asset Management
Japan
$815K -$4.94K -90 -0.6%
GWM
285
Geneos Wealth Management
Colorado
$814K +$592K +10,781 +182%
NMERB
286
New Mexico Educational Retirement Board
New Mexico
$808K
KRS
287
Kentucky Retirement Systems
Kentucky
$801K +$65.8K +1,199 +9%
FPGK
288
Financial Partners Group (Kansas)
Kansas
$799K +$58.1K +1,059 +8%
EVM
289
Eaton Vance Management
Massachusetts
$793K +$5.16K +94 +0.7%
Pacer Advisors
290
Pacer Advisors
Pennsylvania
$787K -$84.9K -1,548 -10%
LSERS
291
Louisiana State Employees Retirement System
Louisiana
$783K +$143K +2,600 +23%
SIM
292
Sentry Investment Management
Wisconsin
$748K
Nordea Investment Management
293
Nordea Investment Management
Sweden
$727K
AB
294
Amalgamated Bank
New York
$712K -$1.26K -23 -0.2%
JWCA
295
J.W. Cole Advisors
Florida
$706K +$175K +3,182 +33%
OQS
296
Occudo Quantitative Strategies
Florida
$703K +$695K +12,662 New
NMIMC
297
Northwestern Mutual Investment Management Company
Wisconsin
$691K -$384 -7 -0.1%
LMAM
298
Legg Mason Asset Management
Japan
$676K +$668K +12,170 New
MC
299
Maverick Capital
Texas
$660K +$653K +11,893 New
Daiwa Securities Group
300
Daiwa Securities Group
Japan
$641K -$148K -2,700 -19%

EVRG Hedge Fund Activity: Q4 2020 in Review

592 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Evergy (EVRG) for Q4 2020, worth a combined $10.4B — up 13% from $9.27B a quarter earlier.

Buyers outnumbered sellers: 104 funds opened new EVRG positions and 66 closed out — a net gain of 38 holders — while 174 added to existing stakes and 227 trimmed.

The largest buyer was Elliott Investment Management, opening a new position worth an estimated $578M. The largest seller was Credit Suisse, cutting an estimated $127M.

  • 592 institutional investors held Evergy (EVRG) as of Q4 2020, up from 561 in Q3 2020.
  • Funds reported $10.4B of Evergy stock for Q4 2020, up 13% quarter-over-quarter.
  • 104 funds opened new Evergy positions in Q4 2020 and 66 closed out, a net change of +38 holders.
  • The largest Evergy buyer in Q4 2020 was Elliott Investment Management, an estimated $578M added.
  • The largest Evergy seller in Q4 2020 was Credit Suisse, an estimated $127M sold.

Based on aggregated 13F filings for Q4 2020.