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Evergy

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
PAS
376
Park Avenue Securities
New York
$357K +$107K +1,597 +36%
FMWA
377
Forvis Mazars Wealth Advisors
Missouri
$356K
CIM
378
Contravisory Investment Management
Massachusetts
$354K
ARMT
379
Amica Retiree Medical Trust
Rhode Island
$352K +$30.8K +458 +8%
SSA
380
Schonfeld Strategic Advisors
New York
$348K -$19.1M -283,273 -98%
MAM
381
Meeder Asset Management
Ohio
$347K -$36.5K -542 -8%
IA
382
IFP Advisors
Florida
$346K -$28.5K -423 -6%
AAS
383
Avantax Advisory Services
Texas
$343K +$45.5K +677 +13%
FC
384
FORA Capital
Florida
$342K +$387K +5,751 New
Connor, Clark & Lunn Investment Management (CC&L)
385
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$342K +$387K +5,759 New
FWP
386
FAS Wealth Partners
Kansas
$341K +$125K +1,852 +48%
DBRC
387
D.B. Root & Company
Pennsylvania
$341K +$387K +5,753 New
PGFC
388
Peapack-Gladstone Financial Corp
New Jersey
$339K +$384K +5,703 New
GC
389
Gilbert & Cook
Iowa
$335K +$7.47K +111 +2%
BNP Paribas Asset Management
390
BNP Paribas Asset Management
France
$329K +$372K +5,535 New
RFC
391
Regions Financial Corp
Alabama
$326K -$108K -1,606 -23%
SC
392
Schulhoff & Co
Ohio
$326K
HIS
393
Horizon Investment Services
Indiana
$326K +$7.13K +106 +2%
CQS
394
Credential Qtrade Securities
$325K +$12.8K +191 +4%
CTC
395
Central Trust Company
Missouri
$324K
VI
396
Vestcor Inc
New Brunswick, Canada
$321K -$996K -14,806 -73%
ASN
397
Advisory Services Network
Georgia
$319K -$4.37K -65 -1%
EF
398
Empirical Finance
Pennsylvania
$319K +$61.2K +909 +20%
DA
399
Duality Advisers
Florida
$316K +$357K +5,313 New
IB
400
Intrust Bank
Kansas
$314K

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.