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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
EIP
26
Epoch Investment Partners
New York
$104M -$2.18M -36,349 -2%
Victory Capital Management
27
Victory Capital Management
Texas
$97.7M -$5.23M -87,102 -5%
California Public Employees Retirement System
28
California Public Employees Retirement System
California
$95.8M -$4.83M -80,454 -5%
GF
29
Gabelli Funds
New York
$95.2M -$390K -6,500 -0.4%
Charles Schwab
30
Charles Schwab
California
$84.5M +$1.97M +32,752 +2%
Citadel Advisors
31
Citadel Advisors
Florida
$78.8M +$71.5M +1,189,815 +1,903%
MNG
32
Manning & Napier Group
New York
$75.9M +$312K +5,188 +0.4%
TSW
33
Thompson Siegel & Walmsley
Virginia
$74.2M +$7.49M +124,636 +12%
SI
34
Scout Investments
Missouri
$73.5M -$6.33M -105,446 -8%
American Century Companies
35
American Century Companies
Missouri
$71.1M +$39M +648,994 +135%
Bank of America
36
Bank of America
North Carolina
$70.5M +$19.5M +325,262 +41%
DPIM
37
Duff & Phelps Investment Management
Illinois
$67.6M -$56.4M -939,581 -47%
Goldman Sachs
38
Goldman Sachs
New York
$62.3M +$31.3M +521,141 +111%
APG Asset Management
39
APG Asset Management
Netherlands
$60.2M +$270K +4,499 +0.5%
Swiss National Bank
40
Swiss National Bank
Switzerland
$58.7M -$3.71M -61,704 -6%
Allianz Asset Management
41
Allianz Asset Management
Germany
$58.5M -$835K -13,896 -1%
N
42
Nuveen
North Carolina
$54.4M -$243K -4,046 -0.5%
1832 Asset Management
43
1832 Asset Management
Ontario, Canada
$53.1M +$580K +9,655 +1%
UBS AM
44
UBS AM
Illinois
$52.6M +$716K +11,929 +1%
PCA
45
Personal Capital Advisors
California
$52.5M +$1.54M +25,670 +3%
LSV Asset Management
46
LSV Asset Management
Illinois
$47M -$5.76M -95,919 -11%
GWA
47
Gibson Wealth Advisors
Texas
$43.1M +$42.4M +706,800 +6,200%
Renaissance Technologies
48
Renaissance Technologies
New York
$43M +$41.1M +683,966 New
Sumitomo Mitsui Trust Group
49
Sumitomo Mitsui Trust Group
Japan
$42.1M -$299K -4,982 -0.7%
CAPTRUST Financial Advisors
50
CAPTRUST Financial Advisors
North Carolina
$40.6M +$12.3M +204,579 +46%

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.