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650 hedge funds and large institutions have $11.4B invested in Evergy in 2022 Q3 according to their latest regulatory filings, with 68 funds opening new positions, 246 increasing their positions, 203 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

96% more call options, than puts

Call options by funds: $11.2M | Put options by funds: $5.68M

45% more first-time investments, than exits

New positions opened: 68 | Existing positions closed: 47

21% more repeat investments, than reductions

Existing positions increased: 246 | Existing positions reduced: 203

2% more funds holding

Funds holding: 638650 (+12)

0.1% more ownership

Funds ownership: 83.83%83.93% (+0.1%)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

9% less capital invested

Capital invested by funds: $12.5B → $11.4B (-$1.09B)

Holders
650
Holders Change
+12
Holders Change %
+1.88%
% of All Funds
11.2%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
68
Increased
246
Reduced
203
Closed
47
Calls
$11.2M
Puts
$5.68M
Net Calls
+$5.47M
Net Calls Change
-$2.02M
Name Holding Trade Value Shares
Change
Change in
Stake
Cetera Investment Advisers
451
Cetera Investment Advisers
Illinois
$218K -$26.4K -392 -10%
MG
452
Mather Group
Illinois
$218K
GCP
453
GSA Capital Partners
United Kingdom
$217K +$245K +3,645 New
AG
454
AIA Group
Hong Kong
$216K -$151K -2,238 -38%
BMSSC
455
B. Metzler seel. Sohn & Co
Germany
$216K
FEM
456
Fulcrum Equity Management
Texas
$213K +$241K +3,589 New
WIA
457
World Investment Advisors
California
$211K
MW
458
Marcum Wealth
Ohio
$210K +$673 +10 +0.3%
BAM
459
Blueshift Asset Management
New Jersey
$210K +$237K +3,528 New
CWM
460
CIBC World Markets
New York
$207K -$843K -12,537 -78%
SS
461
Sunbelt Securities
Texas
$206K +$14.1K +209 +6%
BFC
462
Bedel Financial Consulting
Indiana
$205K -$42.5K -631 -16%
CPIA
463
Cornell Pochily Investment Advisors
New York
$203K
Cerity Partners
464
Cerity Partners
New York
$203K +$17.2K +256 +8%
MGP
465
Metis Global Partners
California
$202K -$1.48K -22 -0.6%
IAS
466
IMA Advisory Services
Colorado
$195K
Capstone Investment Advisors
467
Capstone Investment Advisors
New York
$194K +$219K +3,259 New
PA
468
Parallel Advisors
California
$186K +$4.84K +72 +2%
AF
469
Advisornet Financial
Minnesota
$180K +$1.61K +24 +0.8%
Credit Agricole
470
Credit Agricole
France
$178K
AIP
471
Ameritas Investment Partners
Nebraska
$170K
SSG
472
Summit Securities Group
New York
$169K +$138K +2,058 +263%
RAM
473
Riggs Asset Management
Pennsylvania
$166K
QC
474
Quent Capital
New York
$164K +$16.2K +241 +10%
AAP
475
Arax Advisory Partners
Colorado
$158K

EVRG Hedge Fund Activity: Q3 2022 in Review

650 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Evergy (EVRG) for Q3 2022, worth a combined $11.4B — down 8.7% from $12.5B a quarter earlier.

Buyers outnumbered sellers: 68 funds opened new EVRG positions and 47 closed out — a net gain of 21 holders — while 246 added to existing stakes and 203 trimmed.

The largest buyer was Capital International Investors, adding an estimated $109M. The largest seller was Citadel Advisors, cutting an estimated $104M.

  • 650 institutional investors held Evergy (EVRG) as of Q3 2022, up from 638 in Q2 2022.
  • Funds reported $11.4B of Evergy stock for Q3 2022, down 8.7% quarter-over-quarter.
  • 68 funds opened new Evergy positions in Q3 2022 and 47 closed out, a net change of +21 holders.
  • The largest Evergy buyer in Q3 2022 was Capital International Investors, an estimated $109M added.
  • The largest Evergy seller in Q3 2022 was Citadel Advisors, an estimated $104M sold.

Based on aggregated 13F filings for Q3 2022.