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Evergy

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
QCG
501
Quadrant Capital Group
Ohio
$78K +$2.83K +42 +3%
BFEC
502
Benjamin F. Edwards & Company
Missouri
$76K +$71.2K +1,058 +488%
ASBI
503
American State Bank (Iowa)
Iowa
$71K
SBL
504
Sargent Bickham Lagudis
Colorado
$71K
CL
505
COWA LLC
Oklahoma
$71K +$80.5K +1,196 New
BTI
506
Blue Trust Inc
Georgia
$66K -$27.3K -406 -29%
FHA
507
First Horizon Advisors
Tennessee
$64K -$3.1K -46 -4%
SA
508
SRH Advisors
Kansas
$64K
HGERS
509
Householder Group Estate & Retirement Specialist
Arizona
$63K +$72K +1,070 New
HPC
510
HM Payson & Co
Maine
$61K
Rockefeller Capital Management
511
Rockefeller Capital Management
New York
$60K -$673 -10 -1%
FFC
512
First Financial Corp
Indiana
$59K
MA
513
Montag & Associates
Georgia
$59K
ST
514
Smithfield Trust
Pennsylvania
$55K
AS
515
Altshuler Shaham
Israel
$50K +$471 +7 +0.9%
CHC
516
City Holding Co
West Virginia
$48K -$5.85K -87 -10%
CSB
517
City State Bank
Iowa
$48K
HWA
518
Heritage Wealth Advisors
Virginia
$47.5K
TAM
519
Tucker Asset Management
Colorado
$46.2K +$13.7K +203 +37%
WT
520
Whittier Trust
California
$46K
ZB
521
Zions Bancorporation
Utah
$42K -$471 -7 -1%
TIM
522
Tevis Investment Management
Texas
$42K +$5.99K +89 +15%
M
523
MOTCO
Texas
$42K +$13.5K +200 +40%
LSA
524
Leonteq Securities AG
Switzerland
$41.3K +$46.8K +695 New
FMII
525
Farmers & Merchants Investments Inc
Nebraska
$41K +$2.02K +30 +5%

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.