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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
LSERS
301
Louisiana State Employees Retirement System
Louisiana
$783K -$121K -2,100 -13%
TI
302
Trexquant Investment
Connecticut
$783K +$796K +13,784 New
Nordea Investment Management
303
Nordea Investment Management
Sweden
$771K
IA
304
IFP Advisors
Florida
$758K -$79.7K -1,380 -9%
AI
305
Atom Investors
Texas
$756K +$768K +13,311 New
UCMOK
306
United Capital Management of KS
Kansas
$737K -$99.9K -1,730 -12%
WAAG
307
Wealth Alliance Advisory Group
Kansas
$734K
OPCM
308
Osborne Partners Capital Management
California
$729K -$72.5K -1,256 -9%
AA
309
ALPS Advisors
Colorado
$727K +$739K +12,810 New
PSUF
310
People's United Financial
Connecticut
$725K -$2.48K -43 -0.3%
Wealthfront Advisers
311
Wealthfront Advisers
California
$713K +$725K +12,561 New
Mirae Asset Global Investments
312
Mirae Asset Global Investments
South Korea
$712K -$71.4K -1,237 -9%
GLA
313
Great Lakes Advisors
Illinois
$712K +$724K +12,535 New
OSIA
314
O'Shares Investment Advisers
Massachusetts
$710K +$722K +12,502 New
AIL
315
AGF Investments LLC
Ontario, Canada
$691K +$32.5K +563 +5%
HIS
316
Horizon Investment Services
Indiana
$688K -$178K -3,088 -20%
GAMC
317
Garner Asset Management Corp
Texas
$677K -$7.33K -127 -1%
KRS
318
Kentucky Retirement Systems
Kentucky
$651K -$6.35K -110 -1%
DnB Asset Management
319
DnB Asset Management
Norway
$642K -$34.6K -600 -5%
DIM
320
DC Investments Management
Virginia
$635K -$234K -4,054 -27%
BNP Paribas Asset Management
321
BNP Paribas Asset Management
France
$628K -$71.8K -1,244 -10%
GCP
322
GSA Capital Partners
United Kingdom
$627K -$822K -14,240 -56%
SRAM
323
Stone Ridge Asset Management
New York
$624K
Janney Montgomery Scott
324
Janney Montgomery Scott
Pennsylvania
$617K -$13.8K -239 -2%
UCFA
325
United Capital Financial Advisors
Texas
$602K +$4.04K +70 +0.7%

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.