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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
NA
401
NewEdge Advisors
Louisiana
$306K -$1.01K -15 -0.3%
V
402
Veritable
Delaware
$305K +$6.26K +93 +2%
RCM
403
Raleigh Capital Management
North Carolina
$304K +$21.7K +322 +7%
Fifth Third Bancorp
404
Fifth Third Bancorp
Ohio
$303K +$10.6K +157 +3%
GA
405
GoalVest Advisory
New York
$303K +$74.7K +1,110 +28%
CCG
406
Cypress Capital Group
Florida
$302K +$14.3K +212 +4%
BBVA
407
Banco Bilbao Vizcaya Argentaria
Spain
$299K -$2.15K -32 -0.6%
OIA
408
OneDigital Investment Advisors
Kansas
$299K +$48K +713 +16%
WAC
409
William Allan Corp
Colorado
$293K -$12.8K -190 -4%
TAM
410
Tocqueville Asset Management
New York
$291K
AWA
411
Arete Wealth Advisors
Illinois
$291K +$21.5K +320 +7%
Los Angeles Capital Management
412
Los Angeles Capital Management
California
$284K -$135K -2,005 -30%
BDF
413
Black Diamond Financial
Maryland
$281K
MIA
414
MainStreet Investment Advisors
Illinois
$281K +$135 +2 +0%
RFM
415
Royal Fund Management
Florida
$273K
Lido Advisors
416
Lido Advisors
California
$270K +$19.8K +294 +7%
JIC
417
Johnson Investment Counsel
Ohio
$269K +$3.16K +47 +1%
LWAC
418
Laurel Wealth Advisors (California)
California
$267K +$2.02K +30 +0.7%
DWP
419
Destiny Wealth Partners
Florida
$266K +$74.7K +1,111 +33%
WDC
420
Woodward Diversified Capital
California
$263K -$17.8K -264 -6%
GVAG
421
Great Valley Advisor Group
Delaware
$256K +$16.4K +244 +6%
CA
422
CGN Advisors
Kansas
$255K +$289K +4,291 New
CA
423
Calton & Associates
Florida
$252K +$5.25K +78 +2%
MPWT
424
MassMutual Private Wealth & Trust
Connecticut
$251K +$5.25K +78 +2%
CG
425
Caprock Group
Idaho
$250K

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.