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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
SBSB
401
Sullivan, Bruyette, Speros & Blaney
Virginia
$229K
Lido Advisors
402
Lido Advisors
California
$227K +$225K +4,106 New
MCM
403
Murphy Capital Management
New Jersey
$224K +$219 +4 +0.1%
AIM
404
Anchor Investment Management
South Carolina
$222K
VWA
405
Visionary Wealth Advisors
Illinois
$222K -$20.6K -375 -9%
UCFA
406
United Capital Financial Advisors
Texas
$218K -$15.8K -288 -7%
TYCC
407
Texas Yale Capital Corp
Florida
$216K +$214K +3,892 New
Brown Advisory
408
Brown Advisory
Maryland
$214K +$211K +3,852 New
USGIU
409
U.S. Global Investors (USGI)
Texas
$211K -$148K -2,700 -42%
CWM
410
Cornerstone Wealth Management
Missouri
$208K +$205K +3,745 New
Cetera Investment Advisers
411
Cetera Investment Advisers
Illinois
$207K +$205K +3,735 New
TNB
412
TCF National Bank
South Dakota
$201K +$199K +3,621 New
CA
413
Capitolis Advisors
New York
$198K +$196K +3,567 New
AIP
414
Ameritas Investment Partners
Nebraska
$196K
SFS
415
Sowell Financial Services
Arkansas
$184K -$7.68K -140 -4%
IAS
416
IMA Advisory Services
Colorado
$183K
ICOM
417
Investment Counselors of Maryland
Maryland
$155K
RAM
418
Riggs Asset Management
Pennsylvania
$155K +$154K +2,800 New
AAP
419
Arax Advisory Partners
Colorado
$148K -$19.9K -362 -12%
MCM
420
Manchester Capital Management
Vermont
$138K +$3.73K +68 +3%
PWA
421
Phoenix Wealth Advisors
North Carolina
$125K +$124K +2,254 New
HI
422
Hudock Inc
Pennsylvania
$121K +$20K +364 +20%
TCOV
423
Trust Company of Vermont
Vermont
$114K +$3.29K +60 +3%
ICA
424
Infrastructure Capital Advisors
New York
$111K +$1.1M +20,000 New
KFS
425
Kelly Financial Services
Massachusetts
$108K +$1.04K +19 +1%

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.