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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
Ameriprise
26
Ameriprise
Minnesota
$86.1M -$16.4M -243,567 -14%
Morgan Stanley
27
Morgan Stanley
New York
$85M -$2.8M -41,633 -3%
Charles Schwab
28
Charles Schwab
California
$77.8M +$1.79M +26,574 +2%
SI
29
Scout Investments
Missouri
$75.6M -$4.71M -70,078 -5%
MNG
30
Manning & Napier Group
New York
$71.3M +$57.6M +855,407 +248%
Jennison Associates
31
Jennison Associates
New York
$62.8M
TSW
32
Thompson Siegel & Walmsley
Virginia
$62.7M -$3.22M -47,872 -4%
Swiss National Bank
33
Swiss National Bank
Switzerland
$59.1M +$94.2K +1,400 +0.1%
APG Asset Management
34
APG Asset Management
Netherlands
$57.8M -$19.4M -288,456 -23%
Allianz Asset Management
35
Allianz Asset Management
Germany
$56M -$1.62M -24,071 -2%
Dimensional Fund Advisors
36
Dimensional Fund Advisors
Texas
$52.9M +$820K +12,190 +1%
N
37
Nuveen
North Carolina
$51.6M -$24.1M -358,373 -29%
LSV Asset Management
38
LSV Asset Management
Illinois
$50M -$7.13M -106,000 -11%
1832 Asset Management
39
1832 Asset Management
Ontario, Canada
$49.5M -$540K -8,027 -1%
UBS AM
40
UBS AM
Illinois
$49M +$2.59M +38,459 +5%
PCA
41
Personal Capital Advisors
California
$48M +$1.1M +16,295 +2%
Bank of America
42
Bank of America
North Carolina
$47.3M -$4.25M -63,126 -7%
Amundi
43
Amundi
France
$42.5M +$15.8M +234,372 +50%
Sumitomo Mitsui Trust Group
44
Sumitomo Mitsui Trust Group
Japan
$40M -$665K -9,887 -1%
VNIM
45
Vaughan Nelson Investment Management
Texas
$38.7M -$12.7M -189,337 -23%
ZIM
46
Zacks Investment Management
Illinois
$35M +$1.32M +19,647 +3%
ORIO
47
Old Republic International (ORI)
Illinois
$34.1M -$40.4M -600,000 -51%
VDI
48
Vaughan David Investments
Illinois
$32.8M +$461K +6,848 +1%
Wellington Management Group
49
Wellington Management Group
Massachusetts
$32.4M -$12.7M -188,051 -26%
Envestnet Asset Management
50
Envestnet Asset Management
Illinois
$31.8M +$2.82M +41,882 +8%

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.