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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
Simplex Trading
476
Simplex Trading
Illinois
$152K +$136K +2,016 +365%
TF
477
Tompkins Financial
New York
$148K -$67.3K -1,000 -29%
Pacer Advisors
478
Pacer Advisors
Pennsylvania
$128K -$9.25M -137,510 -98%
KFS
479
Kelly Financial Services
Massachusetts
$122K
TCOV
480
Trust Company of Vermont
Vermont
$119K
HI
481
Hudock Inc
Pennsylvania
$117K
AF
482
Allworth Financial
California
$111K +$14.6K +217 +13%
Jones Financial Companies
483
Jones Financial Companies
Missouri
$105K -$37.5K -557 -24%
S
484
Seeyond
France
$105K -$6.46K -96 -5%
HCM
485
Huber Capital Management
California
$104K
GRP
486
Global Retirement Partners
California
$103K -$37.5K -557 -25%
FCB
487
First Command Bank
Texas
$102K -$6.73K -100 -6%
FCFS
488
First Command Financial Services
Texas
$102K -$6.73K -100 -6%
Bessemer Group
489
Bessemer Group
New Jersey
$101K +$17.6K +261 +18%
GWM
490
Geneos Wealth Management
Colorado
$96K -$81.9K -1,218 -43%
DMBA
491
Deseret Mutual Benefit Administrators
Utah
$94K -$32.2K -479 -23%
SIM
492
Sentry Investment Management
Wisconsin
$91K
S
493
SignatureFD
Georgia
$91K +$33K +491 +47%
CCM
494
Covington Capital Management
California
$90K +$30.5K +454 +43%
SC
495
SouthState Corp
Florida
$89K
VIA
496
Virtus Investment Advisers
Connecticut
$86K +$97.1K +1,443 New
APA
497
American Portfolios Advisors
New York
$84.5K -$3.1K -46 -3%
GWSG
498
GPS Wealth Strategies Group
Colorado
$82K
SWM
499
Selective Wealth Management
Virginia
$81K
PB
500
Pinnacle Bancorp
Nebraska
$81K +$45.8K +680 +99%

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.