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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
PAMU
501
Pictet Asset Management (UK)
United Kingdom
$25.9K -$68M -1,178,254 -72%
VCM
502
Versant Capital Management
Arizona
$25K
WB
503
Webster Bank
Connecticut
$24K
JA
504
JOYN Advisors
Georgia
$24K +$3.29K +57 +15%
CCA
505
Catalyst Capital Advisors
New York
$23K -$8.66K -150 -27%
MFW
506
Mosaic Family Wealth
Missouri
$23K
Fifth Third Bancorp
507
Fifth Third Bancorp
Ohio
$23K +$7.91K +137 +52%
LFA
508
Legacy Financial Advisors
Kentucky
$22K +$21.9K +379 New
MWA
509
Meridian Wealth Advisors
Texas
$22K +$21.9K +380 New
GAM
510
Gemmer Asset Management
California
$21K
NSIM
511
North Star Investment Management
Illinois
$19K
BWA
512
Burt Wealth Advisors
Maryland
$18K
CI
513
CX Institutional
Indiana
$18K
AAMU
514
Amundi Asset Management US
Massachusetts
$18K +$4.41M +76,339 +32%
M
515
MOTCO
Texas
$17K -$9.47K -164 -35%
WCM
516
Wealthcare Capital Management
Virginia
$17K +$17K +294 New
BAM
517
Bruderman Asset Management
New York
$17K +$17.3K +299 New
OIA
518
Optimum Investment Advisors
Illinois
$16K
TWA
519
TCI Wealth Advisors
Arizona
$16K +$173 +3 +1%
PCG
520
Private Capital Group
Connecticut
$15K
VFA
521
Valeo Financial Advisors
Indiana
$15K
CIA
522
CSat Investment Advisory
Michigan
$15K +$2.14K +37 +16%
HFM
523
Hartford Financial Management
Connecticut
$14K -$2.25K -39 -14%
FWM
524
Focused Wealth Management
New York
$14K
WCM
525
WealthBridge Capital Management
Ohio
$14K +$14.3K +248 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.