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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
MRCM
476
M&R Capital Management
New Jersey
$33K
PCFFS
477
Pacific Center for Financial Services
California
$33K
KFI
478
Key Financial Inc
Pennsylvania
$33K +$32.8K +598 New
EP
479
Eudaimonia Partners
Tennessee
$32K -$3.24K -59 -9%
BCA
480
Berman Capital Advisors
Georgia
$32K -$1.65K -30 -5%
IBOK
481
Independence Bank of Kentucky
Kentucky
$31K
CI
482
CX Institutional
Indiana
$31K +$9.49K +173 +44%
TWM
483
Tradition Wealth Management
Minnesota
$31K +$30.2K +550 New
MSFP
484
Mark Sheptoff Financial Planning
Connecticut
$30K
FDCDDQ
485
Federation des caisses Desjardins du Quebec
Quebec, Canada
$29.9K +$25.7K +468 +659%
Bessemer Group
486
Bessemer Group
New Jersey
$28K -$2.75M -50,205 -99%
FMTCOCP
487
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$28K +$27.4K +500 New
CWA
488
Carolina Wealth Advisors
South Carolina
$27K
FA
489
Financial Avengers
California
$27K +$26.2K +478 New
LFG
490
Larson Financial Group
Missouri
$26K +$384 +7 +2%
CL
491
COWA LLC
Oklahoma
$25K +$25.6K +467 New
FFA
492
Freedman Financial Associates
Massachusetts
$24K +$23.3K +424 New
KFAA
493
Klaas Financial Asset Advisors
Illinois
$24K +$23.9K +435 New
TC
494
Truvestments Capital
Florida
$24K +$24.7K +450 New
HNB
495
Huntington National Bank
Ohio
$23K
JWBC
496
John W. Brooker & Co
California
$23K
MAM
497
Meeder Asset Management
Ohio
$22K -$4.72K -86 -18%
BCWM
498
Bartlett & Co Wealth Management
Ohio
$21.4K +$1.43K +26 +7%
BC
499
Bartlett & Co
Ohio
$21K +$1.43K +26 +7%
FCA
500
FinTrust Capital Advisors
South Carolina
$20K

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.