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579 hedge funds and large institutions have $11.1B invested in Evergy in 2020 Q2 according to their latest regulatory filings, with 65 funds opening new positions, 152 increasing their positions, 252 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,856% more call options, than puts

Call options by funds: $61.2M | Put options by funds: $3.13M

160% more funds holding in top 10

Funds holding in top 10: 513 (+8)

8% more capital invested

Capital invested by funds: $10.3B → $11.1B (+$813M)

0.18% more ownership

Funds ownership: 82.51%82.69% (+0.18%)

0% more first-time investments, than exits

New positions opened: 65 | Existing positions closed: 65

0% less funds holding

Funds holding: 581579 (-2)

40% less repeat investments, than reductions

Existing positions increased: 152 | Existing positions reduced: 252

Holders
579
Holders Change
-2
Holders Change %
-0.34%
% of All Funds
11.87%
Holding in Top 10
13
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+160%
% of All Funds
0.27%
New
65
Increased
152
Reduced
252
Closed
65
Calls
$61.2M
Puts
$3.13M
Net Calls
+$58.1M
Net Calls Change
+$50.2M
Name Holding Trade Value Shares
Change
Change in
Stake
VOYA Investment Management
26
VOYA Investment Management
Georgia
$103M +$446K +7,533 +0.4%
Millennium Management
27
Millennium Management
New York
$102M +$57.5M +970,563 +128%
Cohen & Steers
28
Cohen & Steers
New York
$99.6M +$15.1M +254,353 +18%
Invesco
29
Invesco
Georgia
$96.6M -$122M -2,059,717 -56%
TCIM
30
TOMS Capital Investment Management
New York
$94.9M +$94.8M +1,600,000 New
DPIM
31
Duff & Phelps Investment Management
Illinois
$94.4M
AAMU
32
Amundi Asset Management US
Massachusetts
$90.1M +$78M +1,316,268 +649%
WCM
33
Wedge Capital Management
North Carolina
$89.5M +$6.37M +107,487 +8%
Citadel Advisors
34
Citadel Advisors
Florida
$89.2M +$34.1M +575,602 +62%
TP
35
Third Point
New York
$88.9M +$88.8M +1,500,000 New
Swiss National Bank
36
Swiss National Bank
Switzerland
$87.1M -$853K -14,400 -1%
GF
37
Gabelli Funds
New York
$84M +$5.11M +86,229 +6%
UBS AM
38
UBS AM
Illinois
$77.9M -$4M -67,466 -5%
Adage Capital Partners
39
Adage Capital Partners
Massachusetts
$77.6M +$20.5M +345,500 +36%
First Trust Advisors
40
First Trust Advisors
Illinois
$71.1M -$17.1M -289,401 -19%
Charles Schwab
41
Charles Schwab
California
$62.9M +$4.63M +78,163 +8%
JP Morgan Chase
42
JP Morgan Chase
New York
$62.6M +$19.1M +322,982 +44%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
43
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$61.1M +$61M +1,030,532 New
Deutsche Bank
44
Deutsche Bank
Germany
$58.4M -$158M -2,671,225 -73%
Sumitomo Mitsui Trust Group
45
Sumitomo Mitsui Trust Group
Japan
$57.8M -$238K -4,019 -0.4%
Royal Bank of Canada
46
Royal Bank of Canada
Ontario, Canada
$57.3M +$5.12M +86,450 +10%
CC
47
Covalis Capital
United Kingdom
$53.1M +$53M +895,616 New
Dimensional Fund Advisors
48
Dimensional Fund Advisors
Texas
$52.5M -$2.59M -43,809 -5%
CVA
49
Ceredex Value Advisors
Florida
$52.5M +$52.4M +885,550 New
WMSA
50
Weiss Multi-Strategy Advisers
New York
$50.3M +$6.85M +115,583 +16%

EVRG Hedge Fund Activity: Q2 2020 in Review

579 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Evergy (EVRG) for Q2 2020, worth a combined $11.1B — up 7.9% from $10.3B a quarter earlier.

Fund positioning in EVRG was balanced in Q2 2020: 65 funds opened new positions, 65 closed out, 152 added to existing stakes and 252 trimmed.

The largest buyer was American Century Companies, adding an estimated $262M. The largest seller was Renaissance Technologies, cutting an estimated $192M.

  • 579 institutional investors held Evergy (EVRG) as of Q2 2020, down from 581 in Q1 2020.
  • Funds reported $11.1B of Evergy stock for Q2 2020, up 7.9% quarter-over-quarter.
  • 65 funds opened new Evergy positions in Q2 2020 and 65 closed out, a net change of 0 holders.
  • The largest Evergy buyer in Q2 2020 was American Century Companies, an estimated $262M added.
  • The largest Evergy seller in Q2 2020 was Renaissance Technologies, an estimated $192M sold.

Based on aggregated 13F filings for Q2 2020.