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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
Wealthfront Advisers
376
Wealthfront Advisers
California
$283K +$44.5K +811 +19%
ACP
377
Ashfield Capital Partners
California
$282K -$30.2K -550 -10%
MIA
378
MainStreet Investment Advisors
Illinois
$279K -$24.8K -452 -8%
MF
379
Magnetar Financial
Illinois
$279K -$11.5K -210 -4%
HIS
380
Horizon Investment Services
Indiana
$277K -$12.6K -230 -4%
TAM
381
Tocqueville Asset Management
New York
$276K +$4.39K +80 +2%
SP
382
Symmetry Partners
Connecticut
$275K
BBVA
383
Banco Bilbao Vizcaya Argentaria
Spain
$275K +$35K +638 +15%
MYAM
384
Meiji Yasuda Asset Management
Japan
$274K -$300K -5,460 -53%
GLA
385
Good Life Advisors
Pennsylvania
$274K
SMC
386
Smith, Moore & Co
Missouri
$274K +$55 +1 +0%
LIM
387
Longfellow Investment Management
Massachusetts
$270K +$266K +4,846 New
ASN
388
Advisory Services Network
Georgia
$262K -$126K -2,300 -33%
TA
389
Townsend & Associates
Colorado
$262K +$2.52K +46 +1%
PA
390
Parallel Advisors
California
$260K -$34.8K -635 -12%
DADC
391
D.A. Davidson & Co
Montana
$259K -$32.8K -598 -11%
OPCM
392
Osborne Partners Capital Management
California
$253K -$47.6K -867 -16%
Vontobel Holding
393
Vontobel Holding
Switzerland
$253K +$256K +4,666 New
VI
394
Vestcor Inc
New Brunswick, Canada
$240K -$509K -9,283 -68%
MPWT
395
MassMutual Private Wealth & Trust
Connecticut
$238K -$23.5K -429 -9%
V
396
Veritable
Delaware
$234K -$59.6K -1,086 -21%
IWM
397
IHT Wealth Management
Illinois
$234K +$231K +4,215 New
IAA
398
Independent Advisor Alliance
North Carolina
$231K -$25.3K -461 -10%
SPIA
399
Steward Partners Investment Advisory
New York
$231K +$89.1K +1,624 +64%
CW
400
CreativeOne Wealth
Kansas
$230K

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.