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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
GAMC
351
Garner Asset Management Corp
Texas
$450K -$38.2K -568 -7%
IWM
352
IHT Wealth Management
Illinois
$450K +$258K +3,834 +102%
AssetMark Inc
353
AssetMark Inc
California
$446K -$1.2M -17,762 -70%
JWM
354
Jeppson Wealth Management
California
$445K -$673 -10 -0.1%
CFGS
355
Concourse Financial Group Securities
Alabama
$445K +$239K +3,549 +90%
OTPPB
356
Ontario Teachers' Pension Plan Board
Ontario, Canada
$436K +$494K +7,343 New
BCV
357
Banque Cantonale Vaudoise
Switzerland
$434K
BL
358
Balentine LLC
Georgia
$433K -$489K -7,263 -50%
TC
359
Trust Company
Kansas
$429K +$6.73K +100 +1%
CW
360
CreativeOne Wealth
Kansas
$426K +$17.2K +256 +4%
RJT
361
Raymond James Trust
Florida
$415K -$28.3K -420 -6%
CPIG
362
Chicago Partners Investment Group
Illinois
$413K -$2.09K -31 -0.5%
DCM
363
Dupont Capital Management
Delaware
$393K -$2.09M -31,096 -82%
RT
364
Rockland Trust
Massachusetts
$393K -$245K -3,638 -35%
HWAM
365
Hennion & Walsh Asset Management
New Jersey
$392K -$9.49K -141 -2%
KCM
366
Kornitzer Capital Management
Kansas
$391K
WW
367
Waterfront Wealth
Kansas
$389K
OQS
368
Occudo Quantitative Strategies
Florida
$382K +$433K +6,435 New
TCOK
369
Trust Company of Kansas
Kansas
$380K -$11.4K -170 -3%
BCM
370
Brookstone Capital Management
Illinois
$374K +$118K +1,761 +35%
DTL
371
Dynamic Technology Lab
Singapore
$373K +$422K +6,278 New
RIM
372
Redpoint Investment Management
Australia
$370K -$15.9K -237 -4%
JGUA
373
John G. Ullman & Associates
New York
$368K
CAAS
374
Capital Asset Advisory Services
Michigan
$367K -$105K -1,554 -20%
RC
375
RegentAtlantic Capital
New Jersey
$366K +$17.8K +265 +4%

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.