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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
Lord, Abbett & Co
26
Lord, Abbett & Co
New Jersey
$92.5M -$15.1M -261,694 -14%
GF
27
Gabelli Funds
New York
$89.9M -$27.8M -481,800 -23%
Bank of America
28
Bank of America
North Carolina
$88.9M +$7.05M +122,200 +8%
SI
29
Scout Investments
Missouri
$86.2M +$71.6M +1,240,119 +447%
Goldman Sachs
30
Goldman Sachs
New York
$84.7M -$34.7M -601,506 -29%
Neuberger Berman Group
31
Neuberger Berman Group
New York
$83.7M +$1.12M +19,327 +1%
California Public Employees Retirement System
32
California Public Employees Retirement System
California
$83.1M +$23.4M +405,543 +38%
UBS AM
33
UBS AM
Illinois
$77M +$13.2M +227,927 +20%
Swiss National Bank
34
Swiss National Bank
Switzerland
$75.9M +$479K +8,300 +0.6%
CTA
35
Carillon Tower Advisers
Florida
$73.6M +$50.8M +880,110 +212%
APG Asset Management
36
APG Asset Management
Netherlands
$66.8M +$34M +589,100 +78%
Charles Schwab
37
Charles Schwab
California
$62.7M +$241K +4,183 +0.4%
Sumitomo Mitsui Trust Group
38
Sumitomo Mitsui Trust Group
Japan
$61.6M +$11.4M +198,183 +22%
Dimensional Fund Advisors
39
Dimensional Fund Advisors
Texas
$61.3M +$1.28M +22,091 +2%
Morgan Stanley
40
Morgan Stanley
New York
$59.3M -$46.8M -810,775 -44%
EAM
41
Eagle Asset Management
Florida
$56.1M -$10.7M -185,872 -16%
TA
42
Teachers Advisors
New York
$54.5M -$666K -11,533 -1%
CC
43
Carlson Capital
Texas
$53.5M -$13.2M -229,309 -20%
WCM
44
Wedge Capital Management
North Carolina
$52.5M -$32.7M -565,969 -38%
First Trust Advisors
45
First Trust Advisors
Illinois
$47.4M +$3.5M +60,605 +8%
AQR Capital Management
46
AQR Capital Management
Connecticut
$47.1M -$15.7M -271,439 -25%
WRF
47
Waddell & Reed Financial
Kansas
$46.8M -$508K -8,800 -1%
AIM
48
Artemis Investment Management
United Kingdom
$46.2M +$24.4M +423,230 +109%
ACI
49
AMP Capital Investors
Australia
$44.4M -$2.44M -42,351 -5%
RJA
50
Raymond James & Associates
Florida
$42.5M -$124K -2,152 -0.3%

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.