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Evergy

699 hedge funds and large institutions have $10.4B invested in Evergy in 2024 Q2 according to their latest regulatory filings, with 83 funds opening new positions, 266 increasing their positions, 231 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 48 (+4)

30% more first-time investments, than exits

New positions opened: 83 | Existing positions closed: 64

15% more repeat investments, than reductions

Existing positions increased: 266 | Existing positions reduced: 231

1% more funds holding

Funds holding: 692699 (+7)

0.02% less ownership

Funds ownership: 85.08%85.06% (-0.02%)

0% less capital invested

Capital invested by funds: $10.4B → $10.4B (-$37.4M)

39% less call options, than puts

Call options by funds: $17.5M | Put options by funds: $28.8M

Holders
699
Holders Change
+7
Holders Change %
+1.01%
% of All Funds
10.1%
Holding in Top 10
8
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+100%
% of All Funds
0.12%
New
83
Increased
266
Reduced
231
Closed
64
Calls
$17.5M
Puts
$28.8M
Net Calls
-$11.2M
Net Calls Change
+$38M
Name Holding Trade Value Shares
Change
Change in
Stake
SP
501
Symmetry Partners
Connecticut
$205K
DCM
502
DGS Capital Management
New Jersey
$205K +$206K +3,868 New
ASN
503
Advisory Services Network
Georgia
$201K +$202K +3,802 New
SIS
504
Sound Income Strategies
Florida
$197K
Capstone Investment Advisors
505
Capstone Investment Advisors
New York
$195K -$2.08K -39 -1%
HI
506
Horizon Investments
North Carolina
$195K +$1.81K +34 +0.9%
Lazard Asset Management
507
Lazard Asset Management
New York
$193K +$532 +10 +0.3%
QC
508
Quent Capital
New York
$186K +$16.1K +303 +9%
MG
509
Mather Group
Illinois
$184K +$6.49K +122 +4%
SOW
510
State of Wyoming
Wyoming
$181K +$181K +3,410 New
AAP
511
Arax Advisory Partners
Colorado
$173K +$56.5K +1,062 +48%
AF
512
Allworth Financial
California
$170K -$29.3K -550 -15%
FCA
513
FinTrust Capital Advisors
South Carolina
$168K
PMAM
514
Picton Mahoney Asset Management
Ontario, Canada
$162K +$163K +3,061 New
SOAMC
515
Spirit of America Management Corp
New York
$154K +$55.9K +1,050 +57%
FDCDDQ
516
Federation des caisses Desjardins du Quebec
Quebec, Canada
$151K +$148K +2,786 +3,924%
SPIA
517
Steward Partners Investment Advisory
New York
$151K +$36.6K +688 +32%
Bessemer Group
518
Bessemer Group
New Jersey
$149K -$6.07K -114 -4%
RAM
519
Riggs Asset Management
Pennsylvania
$148K
PBK
520
Peoples Bank (Kansas)
Kansas
$141K
AIP
521
Ameritas Investment Partners
Nebraska
$135K
DB
522
Danske Bank
Denmark
$132K
RWMG
523
Redwood Wealth Management Group
New Jersey
$129K +$129K +2,433 New
LFG
524
Larson Financial Group
Missouri
$122K -$117K -2,205 -49%
TAM
525
Tucker Asset Management
Colorado
$122K +$9.26K +174 +8%

EVRG Hedge Fund Activity: Q2 2024 in Review

699 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Evergy (EVRG) for Q2 2024, worth a combined $10.4B — down 0.36% from $10.4B a quarter earlier.

Buyers outnumbered sellers: 83 funds opened new EVRG positions and 64 closed out — a net gain of 19 holders — while 266 added to existing stakes and 231 trimmed.

The largest buyer was Zimmer Partners, adding an estimated $187M. The largest seller was Point72 Asset Management, cutting an estimated $79.2M.

  • 699 institutional investors held Evergy (EVRG) as of Q2 2024, up from 692 in Q1 2024.
  • Funds reported $10.4B of Evergy stock for Q2 2024, down 0.36% quarter-over-quarter.
  • 83 funds opened new Evergy positions in Q2 2024 and 64 closed out, a net change of +19 holders.
  • The largest Evergy buyer in Q2 2024 was Zimmer Partners, an estimated $187M added.
  • The largest Evergy seller in Q2 2024 was Point72 Asset Management, an estimated $79.2M sold.

Based on aggregated 13F filings for Q2 2024.