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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
BPA
476
Beacon Pointe Advisors
California
$218K +$208K +3,464 New
WIA
477
World Investment Advisors
California
$217K -$6.55K -109 -3%
CPIA
478
Cornell Pochily Investment Advisors
New York
$215K
SS
479
Sunbelt Securities
Texas
$215K -$3.72K -62 -2%
PFM
480
Patton Fund Management
Texas
$210K +$200K +3,330 New
PFG
481
PAX Financial Group
Texas
$210K -$26.8K -446 -12%
BFEC
482
Benjamin F. Edwards & Company
Missouri
$209K +$123K +2,049 +161%
TCA
483
Transcend Capital Advisors
New Jersey
$208K +$199K +3,310 New
LG
484
LaFleur & Godfrey
Michigan
$208K +$198K +3,305 New
Aviva
485
Aviva
United Kingdom
$208K +$198K +3,304 New
IAS
486
IMA Advisory Services
Colorado
$207K
SC
487
Savant Capital
Illinois
$205K +$221K +3,678 New
WKWM
488
Walter & Keenan Wealth Management
Indiana
$205K +$195K +3,250 New
Rockefeller Capital Management
489
Rockefeller Capital Management
New York
$204K +$134K +2,235 +217%
PA
490
Parallel Advisors
California
$204K +$5.71K +95 +3%
CG
491
Caprock Group
Idaho
$203K -$59.9K -998 -24%
CFA
492
Compass Financial Advisors
Indiana
$201K +$192K +3,201 New
WI
493
WrapManager Inc
California
$201K +$192K +3,200 New
BFC
494
Bedel Financial Consulting
Indiana
$200K -$9.61K -160 -5%
CI Investments Inc
495
CI Investments Inc
Ontario, Canada
$187K -$56.9K -947 -24%
AF
496
Advisornet Financial
Minnesota
$178K -$12.4K -206 -7%
RAM
497
Riggs Asset Management
Pennsylvania
$176K
QC
498
Quent Capital
New York
$176K +$2.7K +45 +2%
AIP
499
Ameritas Investment Partners
Nebraska
$173K
AAP
500
Arax Advisory Partners
Colorado
$169K +$1.56K +26 +1%

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.