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Evergy

699 hedge funds and large institutions have $10.4B invested in Evergy in 2024 Q2 according to their latest regulatory filings, with 83 funds opening new positions, 266 increasing their positions, 231 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 48 (+4)

30% more first-time investments, than exits

New positions opened: 83 | Existing positions closed: 64

15% more repeat investments, than reductions

Existing positions increased: 266 | Existing positions reduced: 231

1% more funds holding

Funds holding: 692699 (+7)

0.02% less ownership

Funds ownership: 85.08%85.06% (-0.02%)

0% less capital invested

Capital invested by funds: $10.4B → $10.4B (-$37.4M)

39% less call options, than puts

Call options by funds: $17.5M | Put options by funds: $28.8M

Holders
699
Holders Change
+7
Holders Change %
+1.01%
% of All Funds
10.1%
Holding in Top 10
8
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+100%
% of All Funds
0.12%
New
83
Increased
266
Reduced
231
Closed
64
Calls
$17.5M
Puts
$28.8M
Net Calls
-$11.2M
Net Calls Change
+$38M
Name Holding Trade Value Shares
Change
Change in
Stake
EP
301
Edgestream Partners
New Jersey
$988K -$541K -10,172 -35%
FPGK
302
Financial Partners Group (Kansas)
Kansas
$980K +$98.8K +1,858 +11%
SCM
303
Schnieders Capital Management
California
$976K +$105K +1,975 +12%
DekaBank Deutsche Girozentrale
304
DekaBank Deutsche Girozentrale
Germany
$975K -$4.47K -84 -0.5%
PHK
305
Point72 Hong Kong
Hong Kong
$975K -$2.7M -50,809 -73%
TRSOTSOK
306
Teachers Retirement System of the State of Kentucky
Kentucky
$966K -$28.2K -531 -3%
Pathstone Holdings
307
Pathstone Holdings
New Jersey
$959K +$167K +3,133 +21%
EGA
308
Eagle Global Advisors
Texas
$943K +$947K +17,808 New
UWS
309
Unique Wealth Strategies
Illinois
$939K
MSU
310
Mizuho Securities USA
New York
$939K +$943K +17,725 New
Truist Financial
311
Truist Financial
North Carolina
$935K -$41.2K -774 -4%
LI
312
LMCG Investments
Massachusetts
$933K -$4.63K -87 -0.5%
MSRPS
313
Maryland State Retirement & Pension System
Maryland
$920K
SPA
314
Sherbrooke Park Advisers
New York
$918K +$529K +9,947 +135%
KRS
315
Kentucky Retirement Systems
Kentucky
$918K -$6.33K -119 -0.7%
Northwestern Mutual Wealth Management
316
Northwestern Mutual Wealth Management
Wisconsin
$903K +$132K +2,488 +17%
MPM
317
MBB Public Markets
Illinois
$893K +$897K +16,865 New
SWM
318
SeaCrest Wealth Management
New York
$881K -$16.9K -318 -2%
Pacer Advisors
319
Pacer Advisors
Pennsylvania
$867K +$39.9K +750 +5%
OQS
320
Occudo Quantitative Strategies
Florida
$863K +$866K +16,287 New
RT
321
Rockland Trust
Massachusetts
$859K +$21.3K +400 +3%
SA
322
Sanctuary Advisors
Indiana
$851K +$876K +16,470 New
CT
323
ClearAlpha Technologies
Connecticut
$832K +$88.3K +1,660 +12%
JWCA
324
J.W. Cole Advisors
Florida
$829K +$12.1K +227 +1%
PP
325
Prudential plc
United Kingdom
$811K

EVRG Hedge Fund Activity: Q2 2024 in Review

699 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Evergy (EVRG) for Q2 2024, worth a combined $10.4B — down 0.36% from $10.4B a quarter earlier.

Buyers outnumbered sellers: 83 funds opened new EVRG positions and 64 closed out — a net gain of 19 holders — while 266 added to existing stakes and 231 trimmed.

The largest buyer was Zimmer Partners, adding an estimated $187M. The largest seller was Point72 Asset Management, cutting an estimated $79.2M.

  • 699 institutional investors held Evergy (EVRG) as of Q2 2024, up from 692 in Q1 2024.
  • Funds reported $10.4B of Evergy stock for Q2 2024, down 0.36% quarter-over-quarter.
  • 83 funds opened new Evergy positions in Q2 2024 and 64 closed out, a net change of +19 holders.
  • The largest Evergy buyer in Q2 2024 was Zimmer Partners, an estimated $187M added.
  • The largest Evergy seller in Q2 2024 was Point72 Asset Management, an estimated $79.2M sold.

Based on aggregated 13F filings for Q2 2024.