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Evergy

588 hedge funds and large institutions have $12.1B invested in Evergy in 2018 Q4 according to their latest regulatory filings, with 86 funds opening new positions, 176 increasing their positions, 224 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

69% more first-time investments, than exits

New positions opened: 86 | Existing positions closed: 51

22% more funds holding in top 10

Funds holding in top 10: 911 (+2)

5% more funds holding

Funds holding: 558588 (+30)

0.25% more ownership

Funds ownership: 81.26%81.51% (+0.25%)

0% more capital invested

Capital invested by funds: $12.1B → $12.1B (+$10M)

21% less repeat investments, than reductions

Existing positions increased: 176 | Existing positions reduced: 224

Holders
588
Holders Change
+30
Holders Change %
+5.38%
% of All Funds
13.1%
Holding in Top 10
11
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+22.22%
% of All Funds
0.25%
New
86
Increased
176
Reduced
224
Closed
51
Calls
$744K
Puts
Net Calls
+$744K
Net Calls Change
-$3.52M
Name Holding Trade Value Shares
Change
Change in
Stake
DAM
476
Delta Asset Management
Tennessee
$46K
WAM
477
Wealthspire Advisors (Maryland)
Maryland
$45K +$26.1K +453 +132%
GLI
478
Guardian Life Insurance
New York
$44K -$462 -8 -1%
JCM
479
Jacobi Capital Management
Pennsylvania
$43K
KA
480
Kaizen Advisory
Illinois
$43K +$8.54K +148 +25%
QCG
481
Quadrant Capital Group
Ohio
$42K
SLF
482
Sun Life Financial
Ontario, Canada
$42K +$346 +6 +0.8%
VCM
483
Vigilant Capital Management
Maine
$40K -$17.3K -300 -30%
ONST
484
Old North State Trust
North Carolina
$40K
Schroder Investment Management Group
485
Schroder Investment Management Group
United Kingdom
$39.3K -$3.91M -67,673 -9%
WTC
486
WhitTier Trust Company
Nevada
$38K +$8.37K +145 +27%
MIP
487
Mondrian Investment Partners
United Kingdom
$38K +$38.3K +663 New
MOS
488
MGO One Seven
Ohio
$38K +$38.8K +673 New
AP
489
Atwood & Palmer
Missouri
$37K
RTC
490
Riverview Trust Company
Washington
$37K +$37.2K +645 New
SSB
491
Sandy Spring Bank
Maryland
$36K
PCFFS
492
Pacific Center for Financial Services
California
$34K
IBOK
493
Independence Bank of Kentucky
Kentucky
$32K
MSFP
494
Mark Sheptoff Financial Planning
Connecticut
$31K
KL
495
KWMG LLC
Kansas
$31K +$115 +2 +0.4%
FNC
496
First National Corp
Massachusetts
$31K +$31.3K +543 New
BTNA
497
Bremer Trust National Association
Minnesota
$31K +$31.5K +545 New
JIR
498
James Investment Research
Ohio
$28K
POIA
499
Pin Oak Investment Advisors
Texas
$28K +$28.9K +500 New
AS
500
Altshuler Shaham
Israel
$26K +$26.4K +458 New

EVRG Hedge Fund Activity: Q4 2018 in Review

588 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Evergy (EVRG) for Q4 2018, worth a combined $12.1B — up 0.08% from $12.1B a quarter earlier.

Buyers outnumbered sellers: 86 funds opened new EVRG positions and 51 closed out — a net gain of 35 holders — while 176 added to existing stakes and 224 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $157M. The largest seller was Millennium Management, cutting an estimated $163M.

  • 588 institutional investors held Evergy (EVRG) as of Q4 2018, up from 558 in Q3 2018.
  • Funds reported $12.1B of Evergy stock for Q4 2018, up 0.08% quarter-over-quarter.
  • 86 funds opened new Evergy positions in Q4 2018 and 51 closed out, a net change of +35 holders.
  • The largest Evergy buyer in Q4 2018 was JP Morgan Chase, an estimated $157M added.
  • The largest Evergy seller in Q4 2018 was Millennium Management, an estimated $163M sold.

Based on aggregated 13F filings for Q4 2018.