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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
CTC
351
Central Trust Company
Missouri
$355K
Caisse de Depot et Placement du Quebec (CDPQ)
352
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$354K -$227K -4,129 -39%
RJT
353
Raymond James Trust
Florida
$354K -$58.5K -1,067 -14%
FRM
354
Fox Run Management
Connecticut
$353K +$349K +6,367 New
KAS
355
Kestra Advisory Services
Texas
$349K +$348K +6,336 +5,462%
National Pension Service
356
National Pension Service
South Korea
$343K -$19.2M -350,695 -98%
Janney Montgomery Scott
357
Janney Montgomery Scott
Pennsylvania
$343K +$32.5K +593 +11%
ANRIA
358
American National Registered Investment Advisor
Texas
$342K
UCMOK
359
United Capital Management of KS
Kansas
$341K -$43.3K -790 -11%
RC
360
RegentAtlantic Capital
New Jersey
$334K +$105K +1,912 +47%
EH
361
Employers Holdings
Nevada
$331K
NFG
362
Next Financial Group
Texas
$331K +$327K +5,968 New
LIA
363
LS Investment Advisors
Michigan
$326K +$56.2K +1,024 +21%
OIA
364
OneDigital Investment Advisors
Kansas
$325K +$4.55K +83 +1%
Two Sigma Advisers
365
Two Sigma Advisers
New York
$318K -$1.28M -23,273 -80%
IMRF
366
Illinois Municipal Retirement Fund
Illinois
$317K +$185K +3,367 +143%
AAS
367
Avantax Advisory Services
Texas
$307K -$202K -3,678 -40%
SC
368
Schulhoff & Co
Ohio
$305K
BCM
369
Brookstone Capital Management
Illinois
$303K +$299K +5,456 New
NERM
370
New England Research & Management
Illinois
$300K -$623K -11,350 -68%
DAS
371
Dynamic Advisor Solutions
Arizona
$290K +$287K +5,227 New
TCOK
372
Trust Company of Kansas
Kansas
$288K
FI
373
FormulaFolio Investments
Michigan
$288K +$285K +5,186 New
Rafferty Asset Management
374
Rafferty Asset Management
New York
$286K +$282K +5,144 New
MPPLM
375
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$284K +$18.8K +343 +7%

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.