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Evergy
EVRG

704 hedge funds and large institutions have $10.6B invested in Evergy in 2023 Q4 according to their latest regulatory filings, with 118 funds opening new positions, 253 increasing their positions, 233 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 3 → 6 (+3)

100% more call options, than puts

Call options by funds: $8M | Put options by funds: $4.01M

76% more first-time investments, than exits

New positions opened: 118 | Existing positions closed: 67

9% more capital invested

Capital invested by funds: $9.73B → $10.6B (+$890M)

6% more funds holding

Funds holding: 662 → 704 (+42)

5.01% more ownership

Funds ownership: 83.57% → 88.58% (+5%)

9% more repeat investments, than reductions

Existing positions increased: 253 | Existing positions reduced: 233

Holders
704
Holders Change
+42
Holders Change %
+6.34%
% of All Funds
10.26%
Holding in Top 10
6
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+100%
% of All Funds
0.09%
New
118
Increased
253
Reduced
233
Closed
67
Calls
$8M
Puts
$4.01M
Net Calls
+$3.99M
Net Calls Change
+$4.38M

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$196M
2
Point72 Asset Management
Point72 Asset Management
Connecticut
+$166M
3
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$91.1M
4
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$86.6M
5
Two Sigma Investments
Two Sigma Investments
New York
+$82.7M

Top Sellers

Rank Fund Capital Flow
1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$254M
2
Capital International Investors
Capital International Investors
California
-$141M
3
ZP
Zimmer Partners
New York
-$120M
4
Pictet Asset Management
Pictet Asset Management
Switzerland
-$103M
5
Cohen & Steers
Cohen & Steers
New York
-$70M
Name Holding Trade Value Shares
Change 		Change in
Stake
RFM
476
Royal Fund Management
Florida
$241K +$1.01K +20 +0.4%
MOS
477
MGO One Seven
Ohio
$239K +$230K +4,572 New
IWM
478
Integris Wealth Management
California
$239K – – –
DWM
479
Dakota Wealth Management
Florida
$238K +$2.82K +56 +1%
SVWAG
480
Sound View Wealth Advisors Group
Georgia
$231K +$223K +4,427 New
CWM
481
Cornerstone Wealth Management
Missouri
$231K -$2.37K -47 -1%
WAM
482
Walker Asset Management
Missouri
$228K +$220K +4,362 New
BPA
483
Beacon Pointe Advisors
California
$227K +$9.46K +188 +5%
FTDI
484
First Trust Direct Indexing
Massachusetts
$227K +$218K +4,341 New
MWM
485
Modern Wealth Management
Kansas
$226K +$218K +4,336 New
VAM
486
Verity Asset Management
North Carolina
$226K +$11.2K +223 +5%
KWA
487
Kingswood Wealth Advisors
California
$223K +$215K +4,273 New
SS
488
Sound Stewardship
Kansas
$221K – – –
DADC
489
D.A. Davidson & Co
Montana
$220K +$6.44K +128 +3%
VSQM
490
V-Square Quantitative Management
Illinois
$216K – – –
YIH
491
Y-Intercept (HK)
Hong Kong
$215K -$1.68M -33,444 -89%
S
492
SignatureFD
Georgia
$214K +$156K +3,095 +310%
GSEP
493
Golden State Equity Partners
California
$211K +$1.96K +39 +1%
AWM
494
Accurate Wealth Management
Florida
$210K -$12.5K -248 -6%
FNWA
495
Financial Network Wealth Advisors
Utah
$210K +$202K +4,020 New
NS
496
NBC Securities
Alabama
$207K -$4.83K -96 -2%
AIMCA
497
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$204K +$196K +3,900 New
SP
498
Symmetry Partners
Connecticut
$202K +$195K +3,872 New
WPC
499
Waters Parkerson & Co
Louisiana
$200K +$193K +3,835 New
SIS
500
Sound Income Strategies
Florida
$194K – – –
18 19
20
21 22

EVRG Hedge Fund Activity: Q4 2023 in Review

704 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Evergy (EVRG) for Q4 2023, worth a combined $10.6B — up 9.1% from $9.73B a quarter earlier.

Buyers outnumbered sellers: 118 funds opened new EVRG positions and 67 closed out — a net gain of 51 holders — while 253 added to existing stakes and 233 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $196M. The largest seller was T. Rowe Price Associates, cutting an estimated $254M.

  • 704 institutional investors held Evergy (EVRG) as of Q4 2023, up from 662 in Q3 2023.
  • Funds reported $10.6B of Evergy stock for Q4 2023, up 9.1% quarter-over-quarter.
  • 118 funds opened new Evergy positions in Q4 2023 and 67 closed out, a net change of +51 holders.
  • The largest Evergy buyer in Q4 2023 was Morgan Stanley, an estimated $196M added.
  • The largest Evergy seller in Q4 2023 was T. Rowe Price Associates, an estimated $254M sold.

Based on aggregated 13F filings for Q4 2023.