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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
DCM
451
Dupont Capital Management
Delaware
$92K +$93.8K +1,625 New
GRP
452
Global Retirement Partners
California
$90K +$38K +658 +71%
WPW
453
Winthrop Partners - WNY
New York
$86.6K
CHC
454
City Holding Co
West Virginia
$83K
MAM
455
Meeder Asset Management
Ohio
$82K +$56.2K +973 +210%
APA
456
American Portfolios Advisors
New York
$81.7K -$35K -606 -30%
NWM
457
Northwest Wealth Management
Iowa
$81K +$115 +2 +0.1%
FCB
458
First Command Bank
Texas
$75K -$75.9K -1,315 -50%
FCFS
459
First Command Financial Services
Texas
$75K -$75.9K -1,315 -50%
ARMT
460
Amica Retiree Medical Trust
Rhode Island
$75K
WT
461
Whittier Trust
California
$72K
SBL
462
Sargent Bickham Lagudis
Colorado
$71K
MRCM
463
M&R Capital Management
New Jersey
$69K -$35.2K -610 -33%
OSNBOA
464
Old Second National Bank of Aurora
Illinois
$69K
BWA
465
BDO Wealth Advisors
Florida
$68K
SFSIG
466
San Francisco Sentry Investment Group
California
$68K
HWA
467
Heritage Wealth Advisors
Virginia
$65K
CFGS
468
Concourse Financial Group Securities
Alabama
$60K -$20.2K -350 -25%
CCM
469
Covington Capital Management
California
$58K -$17.3K -299 -23%
FANJ
470
Financial Architects (New Jersey)
New Jersey
$58K +$11.2K +194 +24%
FFC
471
First Financial Corp
Indiana
$57K
GI
472
Gradient Investments
Minnesota
$56K
FCA
473
FinTrust Capital Advisors
South Carolina
$55K +$56.5K +978 New
PCP
474
Proficio Capital Partners
Massachusetts
$52K -$51.8K -898 -50%
FMII
475
Farmers & Merchants Investments Inc
Nebraska
$52K

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.