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Evergy

686 hedge funds and large institutions have $12.3B invested in Evergy in 2022 Q4 according to their latest regulatory filings, with 103 funds opening new positions, 260 increasing their positions, 223 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

195% more call options, than puts

Call options by funds: $11.2M | Put options by funds: $3.81M

125% more funds holding in top 10

Funds holding in top 10: 49 (+5)

106% more first-time investments, than exits

New positions opened: 103 | Existing positions closed: 50

17% more repeat investments, than reductions

Existing positions increased: 260 | Existing positions reduced: 223

8% more capital invested

Capital invested by funds: $11.4B → $12.3B (+$869M)

6% more funds holding

Funds holding: 650686 (+36)

1.02% less ownership

Funds ownership: 83.93%82.91% (-1%)

Holders
686
Holders Change
+36
Holders Change %
+5.54%
% of All Funds
11.03%
Holding in Top 10
9
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+125%
% of All Funds
0.14%
New
103
Increased
260
Reduced
223
Closed
50
Calls
$11.2M
Puts
$3.81M
Net Calls
+$7.42M
Net Calls Change
+$1.95M
Name Holding Trade Value Shares
Change
Change in
Stake
Man Group
326
Man Group
United Kingdom
$746K +$100K +1,665 +16%
SPA
327
Sherbrooke Park Advisers
New York
$743K +$709K +11,800 New
Janney Montgomery Scott
328
Janney Montgomery Scott
Pennsylvania
$742K +$42.3K +704 +6%
BCM
329
Bayesian Capital Management
New York
$740K +$706K +11,761 New
BC
330
Bridgefront Capital
Texas
$717K +$684K +11,394 New
NB
331
Norinchukin Bank
Japan
$714K -$48.6K -810 -7%
SPIA
332
Steward Partners Investment Advisory
New York
$714K +$49.1K +818 +8%
CGH
333
Crossmark Global Holdings
Texas
$700K -$28.4K -473 -4%
PA
334
Profund Advisors
Maryland
$693K -$26.7K -445 -4%
NMERB
335
New Mexico Educational Retirement Board
New Mexico
$689K -$48K -800 -7%
William Blair & Company
336
William Blair & Company
Illinois
$689K -$85K -1,415 -11%
OPS
337
Orion Portfolio Solutions
Nebraska
$675K +$161K +2,682 +33%
LFG
338
Larson Financial Group
Missouri
$674K -$748K -12,453 -54%
MWM
339
Mattern Wealth Management
Kansas
$671K +$601 +10 +0.1%
KBC Group
340
KBC Group
Belgium
$670K
BNP Paribas Asset Management
341
BNP Paribas Asset Management
France
$663K +$300K +4,994 +90%
AG
342
AIA Group
Hong Kong
$637K +$390K +6,487 +179%
ARMT
343
Amica Retiree Medical Trust
Rhode Island
$630K +$246K +4,088 +69%
Nordea Investment Management
344
Nordea Investment Management
Sweden
$621K
AA
345
ALPS Advisors
Colorado
$619K -$130K -2,157 -18%
BPC
346
Banque Pictet & Cie
Switzerland
$610K -$17.6K -293 -3%
LSA
347
Lion Street Advisors
Texas
$595K -$76.3K -1,271 -12%
ETC
348
Exchange Traded Concepts
Oklahoma
$590K -$88.8K -1,479 -14%
SF
349
Synovus Financial
Georgia
$587K +$19.5K +325 +4%
TCOK
350
Trust Company of Kansas
Kansas
$568K +$158K +2,628 +41%

EVRG Hedge Fund Activity: Q4 2022 in Review

686 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Evergy (EVRG) for Q4 2022, worth a combined $12.3B — up 7.6% from $11.4B a quarter earlier.

Buyers outnumbered sellers: 103 funds opened new EVRG positions and 50 closed out — a net gain of 53 holders — while 260 added to existing stakes and 223 trimmed.

The largest buyer was Millennium Management, adding an estimated $172M. The largest seller was Capital International Investors, cutting an estimated $807M.

  • 686 institutional investors held Evergy (EVRG) as of Q4 2022, up from 650 in Q3 2022.
  • Funds reported $12.3B of Evergy stock for Q4 2022, up 7.6% quarter-over-quarter.
  • 103 funds opened new Evergy positions in Q4 2022 and 50 closed out, a net change of +53 holders.
  • The largest Evergy buyer in Q4 2022 was Millennium Management, an estimated $172M added.
  • The largest Evergy seller in Q4 2022 was Capital International Investors, an estimated $807M sold.

Based on aggregated 13F filings for Q4 2022.