We are live on ! Find out more

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
FC
451
FORA Capital
Florida
$258K -$98.8K -1,645 -29%
GMA
452
Glassy Mountain Advisors
Maryland
$258K +$247K +4,105 New
UCMOK
453
United Capital Management of KS
Kansas
$257K +$781 +13 +0.3%
DADC
454
D.A. Davidson & Co
Montana
$255K -$4.26K -71 -2%
MG
455
Mather Group
Illinois
$246K +$14.8K +247 +7%
TYCC
456
Texas Yale Capital Corp
Florida
$245K
SP
457
Symmetry Partners
Connecticut
$244K
VAM
458
Verity Asset Management
North Carolina
$244K +$233K +3,872 New
MIS
459
Morningstar Investment Services
Illinois
$243K +$3.36K +56 +1%
ACA
460
Aptus Capital Advisors
Alabama
$241K +$1.08K +18 +0.5%
CAM
461
Cresset Asset Management
Illinois
$241K -$18.7K -312 -8%
WPC
462
Waters Parkerson & Co
Louisiana
$241K
MCP
463
Mirador Capital Partners
California
$241K -$6.97K -116 -3%
MW
464
Marcum Wealth
Ohio
$239K +$15.3K +254 +7%
EH
465
Equitable Holdings
New York
$238K +$228K +3,789 New
FNA
466
First National Advisers
Nebraska
$237K +$226K +3,761 New
SIS
467
Sound Income Strategies
Florida
$234K
PFO
468
Pathstone Family Office
New Jersey
$234K +$240K +4,003 New
MAM
469
Meeder Asset Management
Ohio
$234K -$129K -2,142 -37%
SVWAG
470
Sound View Wealth Advisors Group
Georgia
$231K +$266K +4,427 New
WHG
471
Westwood Holdings Group
Texas
$230K +$220K +3,656 New
BMSSC
472
B. Metzler seel. Sohn & Co
Germany
$229K
KCPG
473
Kavar Capital Partners Group
Kansas
$227K +$216K +3,603 New
AO
474
Advisor OS
Illinois
$226K +$215K +3,585 New
CCM
475
Coldstream Capital Management
Washington
$220K +$210K +3,503 New

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.