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Evergy

699 hedge funds and large institutions have $10.4B invested in Evergy in 2024 Q2 according to their latest regulatory filings, with 83 funds opening new positions, 266 increasing their positions, 231 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 48 (+4)

30% more first-time investments, than exits

New positions opened: 83 | Existing positions closed: 64

15% more repeat investments, than reductions

Existing positions increased: 266 | Existing positions reduced: 231

1% more funds holding

Funds holding: 692699 (+7)

0.02% less ownership

Funds ownership: 85.08%85.06% (-0.02%)

0% less capital invested

Capital invested by funds: $10.4B → $10.4B (-$37.4M)

39% less call options, than puts

Call options by funds: $17.5M | Put options by funds: $28.8M

Holders
699
Holders Change
+7
Holders Change %
+1.01%
% of All Funds
10.1%
Holding in Top 10
8
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+100%
% of All Funds
0.12%
New
83
Increased
266
Reduced
231
Closed
64
Calls
$17.5M
Puts
$28.8M
Net Calls
-$11.2M
Net Calls Change
+$38M
Name Holding Trade Value Shares
Change
Change in
Stake
NS
426
NBC Securities
Alabama
$339K +$127K +2,382 +59%
IA
427
IFG Advisory
Georgia
$332K +$333K +6,263 New
VDI
428
Vaughan David Investments
Illinois
$328K -$41.5K -780 -11%
RJT
429
Raymond James Trust
Florida
$326K +$8.62K +162 +3%
FWP
430
FAS Wealth Partners
Kansas
$325K +$2.5K +47 +0.8%
KIA
431
KCM Investment Advisors
California
$324K -$17.6K -330 -5%
IWC
432
Integrated Wealth Concepts
Massachusetts
$323K +$15.5K +292 +5%
Focus Partners Wealth
433
Focus Partners Wealth
Massachusetts
$323K +$2.02K +38 +0.6%
WHG
434
Westwood Holdings Group
Texas
$322K
WW
435
Waterfront Wealth
Kansas
$320K -$21.3K -400 -6%
FMWA
436
Forvis Mazars Wealth Advisors
Missouri
$319K -$7.02K -132 -2%
TC
437
Trust Company
Kansas
$319K
TC
438
TownSquare Capital
Utah
$318K +$7.24K +136 +2%
EH
439
Equitable Holdings
New York
$315K -$27K -508 -8%
TMAM
440
Tokio Marine Asset Management
Japan
$313K
GAMC
441
Garner Asset Management Corp
Texas
$309K +$319 +6 +0.1%
VIM
442
Vinva Investment Management
Australia
$304K +$304K +5,707 New
MIA
443
MainStreet Investment Advisors
Illinois
$303K +$63.6K +1,195 +26%
UCI
444
Uncommon Cents Investing
Wisconsin
$300K +$84.1K +1,580 +39%
BMSSC
445
B. Metzler seel. Sohn & Co
Germany
$300K
MOS
446
MGO One Seven
Ohio
$299K +$14.1K +265 +5%
SRL
447
Scientech Research LLC
New Jersey
$294K +$295K +5,542 New
WIA
448
World Investment Advisors
California
$291K +$293K +5,503 New
SC
449
Schulhoff & Co
Ohio
$291K
CTC
450
Central Trust Company
Missouri
$288K +$23.9K +449 +9%

EVRG Hedge Fund Activity: Q2 2024 in Review

699 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Evergy (EVRG) for Q2 2024, worth a combined $10.4B — down 0.36% from $10.4B a quarter earlier.

Buyers outnumbered sellers: 83 funds opened new EVRG positions and 64 closed out — a net gain of 19 holders — while 266 added to existing stakes and 231 trimmed.

The largest buyer was Zimmer Partners, adding an estimated $187M. The largest seller was Point72 Asset Management, cutting an estimated $79.2M.

  • 699 institutional investors held Evergy (EVRG) as of Q2 2024, up from 692 in Q1 2024.
  • Funds reported $10.4B of Evergy stock for Q2 2024, down 0.36% quarter-over-quarter.
  • 83 funds opened new Evergy positions in Q2 2024 and 64 closed out, a net change of +19 holders.
  • The largest Evergy buyer in Q2 2024 was Zimmer Partners, an estimated $187M added.
  • The largest Evergy seller in Q2 2024 was Point72 Asset Management, an estimated $79.2M sold.

Based on aggregated 13F filings for Q2 2024.