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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
JWM
376
Jeppson Wealth Management
California
$449K -$21.5K -358 -5%
CM
377
Capula Management
Cayman Islands
$448K -$38.4K -640 -8%
Federated Hermes
378
Federated Hermes
Pennsylvania
$447K -$738K -12,288 -63%
AWS
379
Atria Wealth Solutions
New York
$445K -$163K -2,713 -28%
JF
380
Jump Financial
Illinois
$443K -$305K -5,073 -42%
RJT
381
Raymond James Trust
Florida
$439K -$120 -2 -0%
CCB
382
Country Club Bank
Missouri
$428K -$52.7K -878 -11%
Fifth Third Bancorp
383
Fifth Third Bancorp
Ohio
$428K +$102K +1,698 +33%
BL
384
Balentine LLC
Georgia
$421K -$36.2K -603 -8%
CPIG
385
Chicago Partners Investment Group
Illinois
$419K +$841 +14 +0.2%
KCM
386
Kornitzer Capital Management
Kansas
$415K +$601 +10 +0.2%
PAS
387
Park Avenue Securities
New York
$412K +$32.4K +539 +9%
VEA
388
Virtus ETF Advisers
New York
$408K -$1.11M -18,490 -74%
HWAM
389
Hennion & Walsh Asset Management
New Jersey
$405K -$9.73K -162 -2%
VCM
390
Virtue Capital Management
Tennessee
$405K +$386K +6,435 New
WW
391
Waterfront Wealth
Kansas
$398K
JGUA
392
John G. Ullman & Associates
New York
$390K
IA
393
IFP Advisors
Florida
$387K +$47.3K +788 +13%
CA
394
Cetera Advisors
Colorado
$382K +$115K +1,918 +46%
QT
395
Quantbot Technologies
New York
$380K +$363K +6,046 New
IWM
396
IHT Wealth Management
Illinois
$377K -$95K -1,582 -21%
FMWA
397
Forvis Mazars Wealth Advisors
Missouri
$377K
CAS
398
Coppell Advisory Solutions
Texas
$377K +$360K +5,986 New
CASC
399
Coppell Advisory Solutions Corp
Texas
$377K +$360K +5,986 New
CIM
400
Contravisory Investment Management
Massachusetts
$376K +$300 +5 +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.