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Evergy

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
AWM
501
Accurate Wealth Management
Florida
$163K +$152K +2,537 New
QCG
502
Quadrant Capital Group
Ohio
$160K +$73.3K +1,221 +93%
TF
503
Tompkins Financial
New York
$156K
BAMF
504
BI Asset Management Fondsmaeglerselskab
Denmark
$151K +$144K +2,400 New
S
505
SignatureFD
Georgia
$146K +$47.9K +798 +52%
MCC
506
Money Concepts Capital
Florida
$140K +$133K +2,217 New
KFS
507
Kelly Financial Services
Massachusetts
$129K
GRP
508
Global Retirement Partners
California
$126K +$19K +317 +19%
TCOV
509
Trust Company of Vermont
Vermont
$126K
IGWM
510
ICA Group Wealth Management
Colorado
$126K +$120K +2,000 New
DCM
511
Dupont Capital Management
Delaware
$118K -$284K -4,733 -72%
JMF
512
Johnson Midwest Financial
Iowa
$117K
Jones Financial Companies
513
Jones Financial Companies
Missouri
$111K -$601 -10 -0.6%
AF
514
Allworth Financial
California
$111K -$6.55K -109 -6%
FCB
515
First Command Bank
Texas
$108K
FCFS
516
First Command Financial Services
Texas
$108K
S
517
Seeyond
France
$105K -$6.19K -103 -6%
BTI
518
Blue Trust Inc
Georgia
$101K +$41.5K +691 +68%
CB
519
Centennial Bank
Arkansas
$97.8K +$93.3K +1,554 New
SIM
520
Sentry Investment Management
Wisconsin
$96K
SC
521
SouthState Corp
Florida
$94.4K
GWM
522
Geneos Wealth Management
Colorado
$92.8K -$9.43K -157 -10%
VIA
523
Virtus Investment Advisers
Connecticut
$90.8K
PB
524
Pinnacle Bancorp
Nebraska
$86K
APP
525
Alpha Paradigm Partners
Illinois
$85K +$81K +1,348 New

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.