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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
DPIM
26
Duff & Phelps Investment Management
Illinois
$88.4M
GF
27
Gabelli Funds
New York
$82.3M -$307K -5,600 -0.4%
Janus Henderson Group
28
Janus Henderson Group
United Kingdom
$81M -$9.33M -170,058 -10%
APG Asset Management
29
APG Asset Management
Netherlands
$80.1M -$65.2M -1,187,943 -40%
Swiss National Bank
30
Swiss National Bank
Switzerland
$79.8M -$675K -12,300 -0.8%
First Trust Advisors
31
First Trust Advisors
Illinois
$78.3M +$8.76M +159,712 +13%
Federated Hermes
32
Federated Hermes
Pennsylvania
$78.2M +$10.3M +187,992 +15%
CC
33
Covalis Capital
United Kingdom
$72.8M +$21M +383,097 +41%
Renaissance Technologies
34
Renaissance Technologies
New York
$70.2M -$35.6M -648,841 -34%
Bank of Nova Scotia
35
Bank of Nova Scotia
Ontario, Canada
$63.3M -$50.5M -920,172 -45%
DKCM
36
Davidson Kempner Capital Management
New York
$61.1M -$23.6M -429,835 -28%
Charles Schwab
37
Charles Schwab
California
$58.8M +$1.27M +23,068 +2%
Morgan Stanley
38
Morgan Stanley
New York
$57.6M -$17M -309,585 -23%
Royal Bank of Canada
39
Royal Bank of Canada
Ontario, Canada
$57M -$11.1M -202,906 -16%
Dimensional Fund Advisors
40
Dimensional Fund Advisors
Texas
$50.4M +$104K +1,902 +0.2%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
41
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$49.1M +$48.2M +879,353 +16,759%
Bank of America
42
Bank of America
North Carolina
$49.1M -$4.69M -85,444 -9%
UBS AM
43
UBS AM
Illinois
$46.8M -$26.4M -480,334 -36%
Sumitomo Mitsui Trust Group
44
Sumitomo Mitsui Trust Group
Japan
$43.8M -$6.07M -110,689 -12%
UBS Group
45
UBS Group
Switzerland
$41.8M +$14.8M +269,367 +56%
SI
46
Scout Investments
Missouri
$40.2M +$18.5M +337,485 +87%
Victory Capital Management
47
Victory Capital Management
Texas
$37.3M +$733K +13,354 +2%
WRF
48
Waddell & Reed Financial
Kansas
$36.6M +$65.8K +1,200 +0.2%
ECM
49
ExodusPoint Capital Management
New York
$35.5M +$32.8M +597,360 +1,410%
HSBC Holdings
50
HSBC Holdings
United Kingdom
$34.6M +$22.2M +404,913 +180%

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.