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Evergy

588 hedge funds and large institutions have $12.1B invested in Evergy in 2018 Q4 according to their latest regulatory filings, with 86 funds opening new positions, 176 increasing their positions, 224 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

69% more first-time investments, than exits

New positions opened: 86 | Existing positions closed: 51

22% more funds holding in top 10

Funds holding in top 10: 911 (+2)

5% more funds holding

Funds holding: 558588 (+30)

0.25% more ownership

Funds ownership: 81.26%81.51% (+0.25%)

0% more capital invested

Capital invested by funds: $12.1B → $12.1B (+$10M)

21% less repeat investments, than reductions

Existing positions increased: 176 | Existing positions reduced: 224

Holders
588
Holders Change
+30
Holders Change %
+5.38%
% of All Funds
13.1%
Holding in Top 10
11
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+22.22%
% of All Funds
0.25%
New
86
Increased
176
Reduced
224
Closed
51
Calls
$744K
Puts
Net Calls
+$744K
Net Calls Change
-$3.52M
Name Holding Trade Value Shares
Change
Change in
Stake
Lazard Asset Management
426
Lazard Asset Management
New York
$205K
WWM
427
Western Wealth Management
Colorado
$205K +$206K +3,569 New
VLKIM
428
Van Lanschot Kempen Investment Management
Netherlands
$201K +$204K +3,536 New
MFG
429
Magnus Financial Group
New York
$201K +$205K +3,548 New
IAS
430
IMA Advisory Services
Colorado
$187K
RFC
431
Regions Financial Corp
Alabama
$183K
AAP
432
Arax Advisory Partners
Colorado
$178K +$58 +1 +0%
AIC
433
Ameritas Investment Company
Nebraska
$173K +$176K +3,047 New
PA
434
Parallel Advisors
California
$170K +$3.35K +58 +2%
PB
435
Pinnacle Bancorp
Nebraska
$170K +$172K +2,986 New
RAM
436
Riggs Asset Management
Pennsylvania
$159K
SA
437
SRH Advisors
Kansas
$151K
OIA
438
OneDigital Investment Advisors
Kansas
$150K -$1.91K -33 -1%
AIM
439
Advantage Investment Management
Iowa
$145K -$12.8K -222 -8%
TF
440
Tompkins Financial
New York
$139K
TRCT
441
Tower Research Capital (TRC)
New York
$137K -$260K -4,511 -65%
LS
442
Livforsakringsbolaget Skandia
Sweden
$136K
S
443
SignatureFD
Georgia
$134K +$9.81K +170 +8%
AF
444
Allworth Financial
California
$123K
AOWM
445
Alpha Omega Wealth Management
Virginia
$118K
TCOV
446
Trust Company of Vermont
Vermont
$114K
LPC
447
Loeb Partners Corp
New York
$106K +$108K +1,869 New
FHA
448
Flagship Harbor Advisors
Massachusetts
$105K -$13.4K -233 -11%
HI
449
Hudock Inc
Pennsylvania
$102K
FQ
450
First Quadrant
California
$95K +$96.6K +1,673 New

EVRG Hedge Fund Activity: Q4 2018 in Review

588 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Evergy (EVRG) for Q4 2018, worth a combined $12.1B — up 0.08% from $12.1B a quarter earlier.

Buyers outnumbered sellers: 86 funds opened new EVRG positions and 51 closed out — a net gain of 35 holders — while 176 added to existing stakes and 224 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $157M. The largest seller was Millennium Management, cutting an estimated $163M.

  • 588 institutional investors held Evergy (EVRG) as of Q4 2018, up from 558 in Q3 2018.
  • Funds reported $12.1B of Evergy stock for Q4 2018, up 0.08% quarter-over-quarter.
  • 86 funds opened new Evergy positions in Q4 2018 and 51 closed out, a net change of +35 holders.
  • The largest Evergy buyer in Q4 2018 was JP Morgan Chase, an estimated $157M added.
  • The largest Evergy seller in Q4 2018 was Millennium Management, an estimated $163M sold.

Based on aggregated 13F filings for Q4 2018.