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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
KIA
326
KCM Investment Advisors
California
$597K +$109K +1,883 +22%
Daiwa Securities Group
327
Daiwa Securities Group
Japan
$587K +$26K +450 +5%
NGA
328
Naples Global Advisors
Florida
$584K -$11.5K -200 -2%
PAG
329
Private Advisor Group
New Jersey
$582K +$5.2K +90 +0.9%
QAM
330
Quantres Asset Management
Cayman Islands
$573K -$173K -3,000 -23%
TC
331
Trust Company
Kansas
$567K -$42.6K -738 -7%
JIC
332
Johnson Investment Counsel
Ohio
$564K -$10.1K -175 -2%
AWM
333
Aevitas Wealth Management
Massachusetts
$555K -$22.1K -383 -4%
Mariner
334
Mariner
Kansas
$551K +$8.14K +141 +1%
JIP
335
Jaffetilchin Investment Partners
Florida
$540K +$549K +9,512 New
Lido Advisors
336
Lido Advisors
California
$536K +$325K +5,638 +148%
VWA
337
V Wealth Advisors
Kansas
$535K +$173 +3 +0%
AMI
338
Amica Mutual Insurance
Rhode Island
$530K
CI
339
Cigna Investments
Connecticut
$526K +$72.6K +1,257 +16%
IB
340
Intrust Bank
Kansas
$510K -$71.5K -1,238 -12%
FCIM
341
Fairview Capital Investment Management
California
$510K
BHC
342
Bowen Hanes & Co
Florida
$509K +$518K +8,971 New
6M
343
6 Meridian
Kansas
$492K -$5.43K -94 -1%
WSTAM
344
Wilbanks Smith & Thomas Asset Management
Virginia
$489K
GG
345
Gofen & Glossberg
Illinois
$480K
APFBOT
346
Amica Pension Fund Board of Trustees
Rhode Island
$476K
ZIM
347
Zacks Investment Management
Illinois
$465K +$473K +8,198 New
GW
348
GW & Wade
Massachusetts
$463K +$15.5K +269 +3%
CAPTRUST Financial Advisors
349
CAPTRUST Financial Advisors
North Carolina
$462K +$65.7K +1,139 +16%
KCM
350
Kornitzer Capital Management
Kansas
$458K

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.