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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
TMAM
426
Tokio Marine Asset Management
Japan
$310K +$73.8K +1,228 +33%
TAM
427
Tocqueville Asset Management
New York
$308K
AAS
428
Avantax Advisory Services
Texas
$303K -$57.5K -957 -17%
MIA
429
MainStreet Investment Advisors
Illinois
$303K +$4.14K +69 +1%
Capstone Investment Advisors
430
Capstone Investment Advisors
New York
$300K +$90.7K +1,510 +46%
MGP
431
Metis Global Partners
California
$300K +$81.1K +1,350 +40%
BDF
432
Black Diamond Financial
Maryland
$298K
Credit Agricole
433
Credit Agricole
France
$295K +$102K +1,700 +57%
TCWM
434
Total Clarity Wealth Management
Illinois
$293K +$280K +4,659 New
LWAC
435
Laurel Wealth Advisors (California)
California
$292K +$9.01K +150 +3%
CTC
436
Central Trust Company
Missouri
$291K -$50K -833 -15%
GVAG
437
Great Valley Advisor Group
Delaware
$291K +$19K +316 +7%
RFM
438
Royal Fund Management
Florida
$290K +$300 +5 +0.1%
IWM
439
Iams Wealth Management
Nebraska
$289K +$276K +4,598 New
IWM
440
Integris Wealth Management
California
$288K +$274K +4,570 New
JIC
441
Johnson Investment Counsel
Ohio
$281K -$4.56K -76 -2%
API
442
Advisor Partners II
California
$281K +$23.1K +384 +9%
CCA
443
Checchi Capital Advisers
California
$269K +$29.6K +493 +13%
CA
444
Calton & Associates
Florida
$267K -$420 -7 -0.2%
MPWT
445
MassMutual Private Wealth & Trust
Connecticut
$267K +$1.5K +25 +0.6%
SS
446
Sound Stewardship
Kansas
$266K +$254K +4,226 New
CAAS
447
Capital Asset Advisory Services
Michigan
$266K -$131K -2,181 -35%
OAP
448
One Advisory Partners
Kansas
$261K
EW
449
Evoke Wealth
California
$261K +$1.14K +19 +0.5%
WDC
450
Woodward Diversified Capital
California
$259K -$18.4K -307 -7%

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.