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Evergy

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
GAM
501
Gemmer Asset Management
California
$20K
AWG
502
Altus Wealth Group
Colorado
$20K +$19.7K +359 New
CCA
503
Childress Capital Advisors
Texas
$20K +$20.4K +371 New
FHC
504
First Horizon Corporation
Tennessee
$19K -$1.1K -20 -5%
RCA
505
Ranch Capital Advisors
Florida
$19K +$165 +3 +0.9%
FBT
506
First Bank & Trust
South Dakota
$19K +$18.9K +344 New
EIP
507
Ellis Investment Partners
Pennsylvania
$18K
NSIM
508
North Star Investment Management
Illinois
$18K
WEC
509
Winslow Evans & Crocker
Massachusetts
$18K +$17.4K +317 New
FTDI
510
First Trust Direct Indexing
Massachusetts
$18K +$18.1K +329 New
BWA
511
Burt Wealth Advisors
Maryland
$17K
EI
512
Ellevest Inc
New York
$17K
TIM
513
Tortoise Investment Management
New York
$17K
WT
514
Washington Trust
Rhode Island
$17K
EA
515
Elm Advisors
California
$17K +$17.2K +314 New
CTB
516
Country Trust Bank
Illinois
$16K
OIA
517
Optimum Investment Advisors
Illinois
$16K
PWPS
518
Pinnacle Wealth Planning Services
Ohio
$16K +$16.2K +295 New
FF
519
FourThought Financial
Florida
$16K +$16.4K +298 New
VCM
520
Versant Capital Management
Arizona
$15K -$1.04K -19 -6%
PCG
521
Private Capital Group
Connecticut
$15K
PO
522
Private Ocean
California
$15K
HFA
523
Hoover Financial Advisors
Pennsylvania
$15K +$15.9K +290 New
CDIA
524
Capital Directions Investment Advisors
Georgia
$14K
FWM
525
Focused Wealth Management
New York
$14K +$110 +2 +0.8%

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.