We are live on ! Find out more
EVRG icon

Evergy

592 hedge funds and large institutions have $10.4B invested in Evergy in 2020 Q4 according to their latest regulatory filings, with 104 funds opening new positions, 174 increasing their positions, 227 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed

58% more first-time investments, than exits

New positions opened: 104 | Existing positions closed: 66

40% more call options, than puts

Call options by funds: $7.93M | Put options by funds: $5.67M

13% more capital invested

Capital invested by funds: $9.27B → $10.4B (+$1.17B)

6% more funds holding

Funds holding: 561592 (+31)

2.01% more ownership

Funds ownership: 81.01%83.02% (+2%)

0% more funds holding in top 10

Funds holding in top 10: 66 (0)

23% less repeat investments, than reductions

Existing positions increased: 174 | Existing positions reduced: 227

Holders
592
Holders Change
+31
Holders Change %
+5.53%
% of All Funds
10.48%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.11%
New
104
Increased
174
Reduced
227
Closed
66
Calls
$7.93M
Puts
$5.67M
Net Calls
+$2.26M
Net Calls Change
+$15.2M
Name Holding Trade Value Shares
Change
Change in
Stake
NB
326
Nicolet Bankshares
Wisconsin
$444K
JIC
327
Johnson Investment Counsel
Ohio
$442K
CI
328
Cigna Investments
Connecticut
$436K +$27.6K +503 +7%
SWM
329
SVA Wealth Management
Wisconsin
$436K +$431K +7,855 New
SSA
330
Schonfeld Strategic Advisors
New York
$434K -$13.3M -241,786 -97%
GW
331
GW & Wade
Massachusetts
$432K -$21.1K -385 -5%
Northwestern Mutual Wealth Management
332
Northwestern Mutual Wealth Management
Wisconsin
$429K +$221K +4,031 +109%
TI
333
Trexquant Investment
Connecticut
$419K -$855K -15,590 -67%
IA
334
IFP Advisors
Florida
$413K -$110K -2,009 -21%
JWM
335
Jeppson Wealth Management
California
$413K -$27.2K -496 -6%
FWIA
336
Fort Washington Investment Advisors
Ohio
$412K -$21.9K -400 -5%
WAAG
337
Wealth Alliance Advisory Group
Kansas
$403K -$8.67K -158 -2%
TPCW
338
TD Private Client Wealth
New York
$396K +$14.7K +268 +4%
TC
339
Trust Company
Kansas
$388K -$131K -2,386 -25%
PSUF
340
People's United Financial
Connecticut
$379K -$42.1K -767 -10%
PCM
341
Prelude Capital Management
New York
$373K +$369K +6,727 New
FIM
342
Freedom Investment Management
Connecticut
$368K -$29.6K -539 -8%
IB
343
Intrust Bank
Kansas
$367K -$34.8K -635 -9%
KRSITF
344
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$366K +$35.3K +643 +11%
KCM
345
Kornitzer Capital Management
Kansas
$365K -$82K -1,495 -19%
CAN
346
Cetera Advisor Networks
California
$365K -$36.2K -660 -9%
CPIG
347
Chicago Partners Investment Group
Illinois
$362K +$5.16K +94 +1%
JGUA
348
John G. Ullman & Associates
New York
$361K +$357K +6,499 New
Truist Financial
349
Truist Financial
North Carolina
$358K -$70.5K -1,284 -17%
WW
350
Waterfront Wealth
Kansas
$358K +$353K +6,441 New

EVRG Hedge Fund Activity: Q4 2020 in Review

592 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Evergy (EVRG) for Q4 2020, worth a combined $10.4B — up 13% from $9.27B a quarter earlier.

Buyers outnumbered sellers: 104 funds opened new EVRG positions and 66 closed out — a net gain of 38 holders — while 174 added to existing stakes and 227 trimmed.

The largest buyer was Elliott Investment Management, opening a new position worth an estimated $578M. The largest seller was Credit Suisse, cutting an estimated $127M.

  • 592 institutional investors held Evergy (EVRG) as of Q4 2020, up from 561 in Q3 2020.
  • Funds reported $10.4B of Evergy stock for Q4 2020, up 13% quarter-over-quarter.
  • 104 funds opened new Evergy positions in Q4 2020 and 66 closed out, a net change of +38 holders.
  • The largest Evergy buyer in Q4 2020 was Elliott Investment Management, an estimated $578M added.
  • The largest Evergy seller in Q4 2020 was Credit Suisse, an estimated $127M sold.

Based on aggregated 13F filings for Q4 2020.