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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
AF
426
Advisornet Financial
Minnesota
$105K +$5.49K +100 +6%
KC
427
Kepos Capital
New York
$104K +$30.8K +562 +43%
FCB
428
First Command Bank
Texas
$101K -$11K -200 -10%
FCFS
429
First Command Financial Services
Texas
$101K -$11K -200 -10%
AF
430
Allworth Financial
California
$91K -$6.58K -120 -7%
JMF
431
Johnson Midwest Financial
Iowa
$89K +$88.1K +1,605 New
Fifth Third Bancorp
432
Fifth Third Bancorp
Ohio
$88K +$63.9K +1,164 +276%
GRP
433
Global Retirement Partners
California
$84K +$4.66K +85 +6%
Rockefeller Capital Management
434
Rockefeller Capital Management
New York
$81K -$5.43K -99 -6%
LGA
435
Lebenthal Global Advisors
New York
$79K +$78.3K +1,427 New
Capstone Investment Advisors
436
Capstone Investment Advisors
New York
$78K +$77.2K +1,407 New
PB
437
Pinnacle Bancorp
Nebraska
$75K
SA
438
SRH Advisors
Kansas
$71K
Simplex Trading
439
Simplex Trading
Illinois
$70K +$68.6K +1,250 +6,579%
TFS
440
TrustCore Financial Services
Tennessee
$69K +$68.6K +1,250 New
SBL
441
Sargent Bickham Lagudis
Colorado
$67K
ASBI
442
American State Bank (Iowa)
Iowa
$66.4K +$65.6K +1,196 New
MIP
443
Mondrian Investment Partners
United Kingdom
$62K
CWA
444
Clearview Wealth Advisors
Oregon
$58K +$57.6K +1,050 New
CCM
445
Covington Capital Management
California
$57K
PFO
446
Pathstone Family Office
New Jersey
$57K +$19K +346 +51%
CHC
447
City Holding Co
West Virginia
$56K -$13.7K -250 -20%
CFGS
448
Concourse Financial Group Securities
Alabama
$56K -$1.1K -20 -2%
FFC
449
First Financial Corp
Indiana
$56K
HPC
450
HM Payson & Co
Maine
$56K

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.