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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
PS
276
Pensionfund Sabic
Netherlands
$1.38M +$1.32M +22,000 New
RPGK
277
Retirement Planning Group (Kansas)
Kansas
$1.36M +$24.2K +403 +2%
GG
278
Gofen & Glossberg
Illinois
$1.35M -$6.01K -100 -0.5%
QC
279
Quadrature Capital
United Kingdom
$1.34M +$1.28M +21,367 New
CII
280
Capital International Inc
California
$1.32M -$248K -4,123 -16%
TRSOTSOK
281
Teachers Retirement System of the State of Kentucky
Kentucky
$1.31M
Northwestern Mutual Wealth Management
282
Northwestern Mutual Wealth Management
Wisconsin
$1.29M +$16.3K +271 +1%
BCIM
283
British Columbia Investment Management
British Columbia, Canada
$1.27M -$136K -2,271 -10%
BCM
284
Brookmont Capital Management
Texas
$1.24M -$34.3K -571 -3%
JMPWA
285
JP Morgan Private Wealth Advisors
California
$1.24M -$180 -3 -0%
Daiwa Securities Group
286
Daiwa Securities Group
Japan
$1.24M +$63.2K +1,052 +6%
AWC
287
Adamsbrown Wealth Consultants
Kansas
$1.23M -$2.46K -41 -0.2%
PNC Financial Services Group
288
PNC Financial Services Group
Pennsylvania
$1.21M +$269K +4,482 +30%
Baird Financial Group
289
Baird Financial Group
Wisconsin
$1.21M +$34.2K +569 +3%
SAM
290
Securian Asset Management
Minnesota
$1.18M +$16.2K +270 +1%
VRS
291
Virginia Retirement Systems
Virginia
$1.17M
EGM
292
Engineers Gate Manager
New York
$1.15M +$423K +7,042 +63%
AAM
293
Advisors Asset Management
Colorado
$1.14M +$296K +4,925 +37%
KRS
294
Kentucky Retirement Systems
Kentucky
$1.14M +$4.68K +78 +0.4%
MSRPS
295
Maryland State Retirement & Pension System
Maryland
$1.09M
PMEF
296
Point72 Middle East FZE
United Arab Emirates
$1.09M +$1.04M +17,345 New
CBT
297
CoreFirst Bank & Trust
Kansas
$1.08M -$8.77K -146 -0.8%
IMCOOI
298
Investment Management Corp of Ontario (IMCO)
Canada
$1.07M +$1.02M +16,925 New
KAS
299
Kestra Advisory Services
Texas
$1.05M +$240K +3,997 +32%
HIMCH
300
Hartford Investment Management Co (HIMCO)
Connecticut
$1.05M -$310K -5,167 -24%

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.