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699 hedge funds and large institutions have $10.4B invested in Evergy in 2024 Q2 according to their latest regulatory filings, with 83 funds opening new positions, 266 increasing their positions, 231 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 48 (+4)

30% more first-time investments, than exits

New positions opened: 83 | Existing positions closed: 64

15% more repeat investments, than reductions

Existing positions increased: 266 | Existing positions reduced: 231

1% more funds holding

Funds holding: 692699 (+7)

0.02% less ownership

Funds ownership: 85.08%85.06% (-0.02%)

0% less capital invested

Capital invested by funds: $10.4B → $10.4B (-$37.4M)

39% less call options, than puts

Call options by funds: $17.5M | Put options by funds: $28.8M

Holders
699
Holders Change
+7
Holders Change %
+1.01%
% of All Funds
10.1%
Holding in Top 10
8
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+100%
% of All Funds
0.12%
New
83
Increased
266
Reduced
231
Closed
64
Calls
$17.5M
Puts
$28.8M
Net Calls
-$11.2M
Net Calls Change
+$38M
Name Holding Trade Value Shares
Change
Change in
Stake
Two Sigma Investments
26
Two Sigma Investments
New York
$78.6M -$19.2M -360,499 -20%
Jennison Associates
27
Jennison Associates
New York
$78.3M +$41.2M +774,683 +110%
Balyasny Asset Management
28
Balyasny Asset Management
Illinois
$73.1M +$10.5M +197,629 +17%
JP Morgan Chase
29
JP Morgan Chase
New York
$71.2M -$4.4M -82,779 -6%
Bank of America
30
Bank of America
North Carolina
$70.2M -$26.6M -500,920 -27%
N
31
Nuveen
North Carolina
$68.8M -$1.85M -34,794 -3%
UBS Group
32
UBS Group
Switzerland
$68.5M +$10.5M +198,106 +18%
Dimensional Fund Advisors
33
Dimensional Fund Advisors
Texas
$65.5M +$4.42M +83,035 +7%
AQR Capital Management
34
AQR Capital Management
Connecticut
$63.2M +$37.9M +711,785 +148%
Victory Capital Management
35
Victory Capital Management
Texas
$62.4M +$20.7M +388,625 +49%
GF
36
Gabelli Funds
New York
$62M -$4.84M -91,000 -7%
Empower Advisory Group
37
Empower Advisory Group
Colorado
$58.5M +$1.99M +37,398 +4%
Citadel Advisors
38
Citadel Advisors
Florida
$58.4M -$8.05M -151,281 -12%
Verition Fund Management
39
Verition Fund Management
Connecticut
$57.1M -$2.19M -41,207 -4%
California Public Employees Retirement System
40
California Public Employees Retirement System
California
$56.7M -$13.3M -250,910 -19%
Wells Fargo
41
Wells Fargo
California
$54.9M +$44.4M +833,886 +412%
Goldman Sachs
42
Goldman Sachs
New York
$54.5M -$2.23M -41,830 -4%
EIP
43
Energy Income Partners
Connecticut
$53.8M -$4.89M -91,855 -8%
Citigroup
44
Citigroup
New York
$51.8M +$22.9M +431,234 +79%
UBS AM
45
UBS AM
Illinois
$51.6M +$8.53M +160,321 +20%
Los Angeles Capital Management
46
Los Angeles Capital Management
California
$50M +$50.3M +944,755 New
Massachusetts Financial Services
47
Massachusetts Financial Services
Massachusetts
$46M -$19.6M -369,340 -30%
Fidelity Investments
48
Fidelity Investments
Massachusetts
$45.9M -$61.4M -1,153,809 -57%
HSBC Holdings
49
HSBC Holdings
United Kingdom
$44.6M -$14.8M -277,443 -25%
ORIO
50
Old Republic International (ORI)
Illinois
$44M

EVRG Hedge Fund Activity: Q2 2024 in Review

699 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Evergy (EVRG) for Q2 2024, worth a combined $10.4B — down 0.36% from $10.4B a quarter earlier.

Buyers outnumbered sellers: 83 funds opened new EVRG positions and 64 closed out — a net gain of 19 holders — while 266 added to existing stakes and 231 trimmed.

The largest buyer was Zimmer Partners, adding an estimated $187M. The largest seller was Point72 Asset Management, cutting an estimated $79.2M.

  • 699 institutional investors held Evergy (EVRG) as of Q2 2024, up from 692 in Q1 2024.
  • Funds reported $10.4B of Evergy stock for Q2 2024, down 0.36% quarter-over-quarter.
  • 83 funds opened new Evergy positions in Q2 2024 and 64 closed out, a net change of +19 holders.
  • The largest Evergy buyer in Q2 2024 was Zimmer Partners, an estimated $187M added.
  • The largest Evergy seller in Q2 2024 was Point72 Asset Management, an estimated $79.2M sold.

Based on aggregated 13F filings for Q2 2024.