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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
IC
326
IEQ Capital
California
$807K +$325K +6,101 +67%
AC
327
AXQ Capital
New Jersey
$792K -$774K -14,543 -49%
Envestnet Portfolio Solutions
328
Envestnet Portfolio Solutions
Illinois
$783K +$28.8K +541 +4%
JF
329
Jump Financial
Illinois
$780K -$2.37M -44,458 -75%
HIMCH
330
Hartford Investment Management Co (HIMCO)
Connecticut
$764K -$14.4K -270 -2%
EDRIA
331
Edmonds Duncan Registered Investment Advisors
Kansas
$761K
NA
332
NewEdge Advisors
Louisiana
$724K +$263K +4,949 +57%
HCM
333
Huber Capital Management
California
$723K -$26.1K -490 -3%
PAG
334
Private Advisor Group
New Jersey
$716K -$42.9K -807 -6%
CAS
335
Coppell Advisory Solutions
Texas
$701K +$704K +13,228 New
AFG
336
Albion Financial Group
Utah
$698K -$154K -2,887 -18%
SAM
337
Securian Asset Management
Minnesota
$696K -$19.4K -364 -3%
LSERS
338
Louisiana State Employees Retirement System
Louisiana
$689K -$21.3K -400 -3%
ETC
339
Exchange Traded Concepts
Oklahoma
$687K -$855K -16,075 -55%
PA
340
Profund Advisors
Maryland
$672K +$219K +4,121 +48%
LG
341
LaFleur & Godfrey
Michigan
$651K -$15.6K -293 -2%
KBC Group
342
KBC Group
Belgium
$650K
EI
343
Ethic Inc
New York
$646K +$8.78K +165 +1%
Mirae Asset Global Investments
344
Mirae Asset Global Investments
South Korea
$644K -$2.17M -40,851 -77%
LSA
345
Lion Street Advisors
Texas
$643K -$19K -358 -3%
MHI
346
Miller Howard Investments
New York
$642K -$5.27K -99 -0.8%
AMI
347
Amica Mutual Insurance
Rhode Island
$616K
NMERB
348
New Mexico Educational Retirement Board
New Mexico
$612K
GWA
349
Gibson Wealth Advisors
Texas
$604K
IF
350
Intrua Financial
Texas
$600K -$39.2K -736 -6%

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.