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650 hedge funds and large institutions have $11.4B invested in Evergy in 2022 Q3 according to their latest regulatory filings, with 68 funds opening new positions, 246 increasing their positions, 203 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

96% more call options, than puts

Call options by funds: $11.2M | Put options by funds: $5.68M

45% more first-time investments, than exits

New positions opened: 68 | Existing positions closed: 47

21% more repeat investments, than reductions

Existing positions increased: 246 | Existing positions reduced: 203

2% more funds holding

Funds holding: 638650 (+12)

0.1% more ownership

Funds ownership: 83.83%83.93% (+0.1%)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

9% less capital invested

Capital invested by funds: $12.5B → $11.4B (-$1.09B)

Holders
650
Holders Change
+12
Holders Change %
+1.88%
% of All Funds
11.2%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
68
Increased
246
Reduced
203
Closed
47
Calls
$11.2M
Puts
$5.68M
Net Calls
+$5.47M
Net Calls Change
-$2.02M
Name Holding Trade Value Shares
Change
Change in
Stake
Man Group
326
Man Group
United Kingdom
$605K +$686K +10,193 New
Nordea Investment Management
327
Nordea Investment Management
Sweden
$594K
BPC
328
Banque Pictet & Cie
Switzerland
$593K +$360K +5,349 +115%
SAM
329
Shell Asset Management
Netherlands
$583K -$225K -3,350 -25%
AWS
330
Atria Wealth Solutions
New York
$581K +$44.2K +657 +7%
MC
331
Moors & Cabot
Massachusetts
$568K +$20.4K +303 +3%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
332
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$567K -$384K -5,706 -37%
MYAM
333
Meiji Yasuda Asset Management
Japan
$541K -$23.5K -350 -4%
AWM
334
Aevitas Wealth Management
Massachusetts
$538K -$5.45K -81 -0.9%
FCIM
335
Fairview Capital Investment Management
California
$534K
SF
336
Synovus Financial
Georgia
$532K +$225K +3,351 +59%
SMC
337
Smith, Moore & Co
Missouri
$527K +$122K +1,819 +26%
II
338
Inspire Investing
Idaho
$517K +$25.6K +380 +5%
Rafferty Asset Management
339
Rafferty Asset Management
New York
$507K +$574K +8,534 New
NMIMC
340
Northwestern Mutual Investment Management Company
Wisconsin
$506K -$43.5K -647 -7%
PAG
341
Private Advisor Group
New Jersey
$505K -$393K -5,840 -41%
GW
342
GW & Wade
Massachusetts
$502K +$569K +8,459 New
KRSITF
343
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$489K +$25.9K +385 +5%
KIA
344
KCM Investment Advisors
California
$483K +$32.1K +477 +6%
OPS
345
Orion Portfolio Solutions
Nebraska
$478K +$541K +8,046 New
NB
346
Nicolet Bankshares
Wisconsin
$475K
NGA
347
Naples Global Advisors
Florida
$472K
CCB
348
Country Club Bank
Missouri
$465K -$2.83K -42 -0.5%
CM
349
Capula Management
Cayman Islands
$461K +$522K +7,760 New
YIH
350
Y-Intercept (HK)
Hong Kong
$454K +$514K +7,647 New

EVRG Hedge Fund Activity: Q3 2022 in Review

650 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Evergy (EVRG) for Q3 2022, worth a combined $11.4B — down 8.7% from $12.5B a quarter earlier.

Buyers outnumbered sellers: 68 funds opened new EVRG positions and 47 closed out — a net gain of 21 holders — while 246 added to existing stakes and 203 trimmed.

The largest buyer was Capital International Investors, adding an estimated $109M. The largest seller was Citadel Advisors, cutting an estimated $104M.

  • 650 institutional investors held Evergy (EVRG) as of Q3 2022, up from 638 in Q2 2022.
  • Funds reported $11.4B of Evergy stock for Q3 2022, down 8.7% quarter-over-quarter.
  • 68 funds opened new Evergy positions in Q3 2022 and 47 closed out, a net change of +21 holders.
  • The largest Evergy buyer in Q3 2022 was Capital International Investors, an estimated $109M added.
  • The largest Evergy seller in Q3 2022 was Citadel Advisors, an estimated $104M sold.

Based on aggregated 13F filings for Q3 2022.