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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
BFG
351
Bleakley Financial Group
New Jersey
$567K +$541K +9,010 New
FCIM
352
Fairview Capital Investment Management
California
$566K
SAM
353
Shell Asset Management
Netherlands
$566K -$49.6K -826 -8%
Cerity Partners
354
Cerity Partners
New York
$566K +$335K +5,575 +164%
AWM
355
Aevitas Wealth Management
Massachusetts
$564K -$5.58K -93 -1%
II
356
Inspire Investing
Idaho
$553K +$4.5K +75 +0.9%
BCM
357
Brookstone Capital Management
Illinois
$551K +$103K +1,712 +25%
VPIM
358
Vanguard Personalized Indexing Management
California
$541K -$143K -2,377 -22%
MC
359
Moors & Cabot
Massachusetts
$539K -$59.9K -997 -10%
YIH
360
Y-Intercept (HK)
Hong Kong
$532K +$48.2K +802 +10%
KFA
361
Krane Funds Advisors
New York
$528K +$504K +8,388 New
Lazard Asset Management
362
Lazard Asset Management
New York
$521K +$260K +4,330 +109%
CCG
363
Cypress Capital Group
Florida
$520K +$191K +3,175 +62%
KRSITF
364
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$518K
SMC
365
Smith, Moore & Co
Missouri
$515K -$41.3K -687 -8%
KIA
366
KCM Investment Advisors
California
$504K -$7.99K -133 -2%
NB
367
Nicolet Bankshares
Wisconsin
$503K
GW
368
GW & Wade
Massachusetts
$496K -$35.1K -584 -7%
CFGS
369
Concourse Financial Group Securities
Alabama
$488K +$16.2K +270 +4%
NGA
370
Naples Global Advisors
Florida
$487K -$12K -200 -3%
XT
371
XTX Topco
Cayman Islands
$485K +$463K +7,704 New
GAMC
372
Garner Asset Management Corp
Texas
$456K -$19.7K -328 -4%
TC
373
Trust Company
Kansas
$454K
NMIMC
374
Northwestern Mutual Investment Management Company
Wisconsin
$453K -$79.9K -1,331 -16%
CW
375
CreativeOne Wealth
Kansas
$452K +$480 +8 +0.1%

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.