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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
TF
451
Tompkins Financial
New York
$56K
MA
452
Montag & Associates
Georgia
$56K +$54.9K +1,000 New
HWA
453
Heritage Wealth Advisors
Virginia
$53K -$10.6K -194 -17%
GI
454
Gradient Investments
Minnesota
$51K
ST
455
Smithfield Trust
Pennsylvania
$51K +$1.1K +20 +2%
DAC
456
Dividend Assets Capital
South Carolina
$51K +$50.3K +917 New
APA
457
American Portfolios Advisors
New York
$48.5K -$31.5K -574 -40%
SFSIG
458
San Francisco Sentry Investment Group
California
$48K
CIA
459
CSat Investment Advisory
Michigan
$47K -$38.4K -699 -45%
QCG
460
Quadrant Capital Group
Ohio
$46K -$3.51K -64 -7%
IAIM
461
International Assets Investment Management
Florida
$46K +$45.4K +827 New
S
462
SignatureFD
Georgia
$45K -$17.1K -311 -28%
Jones Financial Companies
463
Jones Financial Companies
Missouri
$45K +$44.9K +819 New
DAM
464
Delta Asset Management
Tennessee
$43K
CAAS
465
Capital Asset Advisory Services
Michigan
$43K +$42.2K +769 New
JCM
466
Jacobi Capital Management
Pennsylvania
$42K
NIM
467
NuWave Investment Management
New Jersey
$40K -$471K -8,593 -92%
WTC
468
WhitTier Trust Company
Nevada
$40K
VCG
469
Vantage Consulting Group
Virginia
$40K +$39.8K +725 New
VCM
470
Vigilant Capital Management
Maine
$39K
AP
471
Atwood & Palmer
Missouri
$38K
WFA
472
West Financial Advisors
Iowa
$38K +$37.4K +681 New
FMII
473
Farmers & Merchants Investments Inc
Nebraska
$36K
VFA
474
Valeo Financial Advisors
Indiana
$34K -$3.35K -61 -9%
Acadian Asset Management
475
Acadian Asset Management
Massachusetts
$33K -$508K -9,254 -94%

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.