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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
FPGK
276
Financial Partners Group (Kansas)
Kansas
$1.03M +$6.26K +93 +0.5%
MSRPS
277
Maryland State Retirement & Pension System
Maryland
$1.03M
CBT
278
CoreFirst Bank & Trust
Kansas
$1.03M -$186K -2,761 -14%
National Bank of Canada
279
National Bank of Canada
Quebec, Canada
$1.02M -$154K -2,285 -12%
SMDAM
280
Sumitomo Mitsui DS Asset Management
Japan
$1.02M +$17.8K +264 +2%
TC
281
Toews Corporation
New Jersey
$1.01M -$60.6K -900 -5%
CIC
282
Carnegie Investment Counsel
Ohio
$969K +$1.1M +16,318 New
AFG
283
Albion Financial Group
Utah
$966K
SWM
284
SeaCrest Wealth Management
New York
$942K -$538 -8 -0.1%
EDRIA
285
Edmonds Duncan Registered Investment Advisors
Kansas
$920K +$135 +2 +0%
MF
286
Magnetar Financial
Illinois
$914K +$1.03M +15,380 New
ACM
287
AlphaStar Capital Management
North Carolina
$882K +$999K +14,850 New
PNC Financial Services Group
288
PNC Financial Services Group
Pennsylvania
$880K +$23.9K +355 +2%
LSERS
289
Louisiana State Employees Retirement System
Louisiana
$873K +$13.5K +200 +1%
SS
290
Simplicity Solutions
Minnesota
$861K +$606K +9,006 +165%
EVM
291
Eaton Vance Management
Massachusetts
$825K +$10.9K +162 +1%
Squarepoint
292
Squarepoint
New York
$821K -$7.15M -106,267 -88%
JWCA
293
J.W. Cole Advisors
Florida
$816K -$75.6K -1,124 -8%
MNBTD
294
Moody National Bank Trust Division
Texas
$812K +$365K +5,428 +66%
MLICM
295
Metropolitan Life Insurance Company (MetLife)
New York
$812K -$10.6K -158 -1%
PFS
296
Prospera Financial Services
Texas
$792K +$122K +1,819 +16%
AAM
297
Advisors Asset Management
Colorado
$782K +$120K +1,787 +16%
KeyBank National Association
298
KeyBank National Association
Ohio
$779K -$28.1K -418 -3%
NP
299
Ninepoint Partners
Ontario, Canada
$762K
KAS
300
Kestra Advisory Services
Texas
$752K +$307K +4,561 +56%

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.