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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
FDCDDQ
526
Federation des caisses Desjardins du Quebec
Quebec, Canada
$13.7K +$9.81K +170 +239%
MNBTD
527
Moody National Bank Trust Division
Texas
$13K +$13.1K +227 New
CAW
528
Cornerstone Advisors (Washington)
Washington
$12K +$866 +15 +8%
FPFS
529
First Personal Financial Services
North Carolina
$11K -$924 -16 -8%
AssetMark Inc
530
AssetMark Inc
California
$11K
EFSCE
531
Enterprise Financial Services Corp (EFSC)
Missouri
$11K
HNB
532
Huntington National Bank
Ohio
$11K
YWP
533
YorkBridge Wealth Partners
New York
$11K
CAM
534
Cresset Asset Management
Illinois
$11K +$11.4K +197 New
AW
535
Alpha Windward
Massachusetts
$10K -$25.6K -444 -72%
BWM
536
Baystate Wealth Management
Massachusetts
$10K -$3.35K -58 -24%
EARNEST Partners
537
EARNEST Partners
Georgia
$10K
BCA
538
Berman Capital Advisors
Georgia
$10K +$11.1K +192 New
DBT
539
Dubuque Bank & Trust
Iowa
$9K -$115K -2,000 -92%
BFC
540
Bedel Financial Consulting
Indiana
$9K
CBT
541
Capital Bank & Trust
California
$9K
CFG
542
Citizens Financial Group
Rhode Island
$9K +$173 +3 +2%
GWS
543
Glassman Wealth Services
Virginia
$8K
ST
544
Smithfield Trust
Pennsylvania
$8K
SMFS
545
Squar Milner Financial Services
California
$8K
PFBT
546
Parkside Financial Bank & Trust
Missouri
$8K +$462 +8 +6%
VanEck Associates
547
VanEck Associates
New York
$8K +$7.85K +136 New
SWA
548
Sutton Wealth Advisors
Florida
$7.38K +$1.39K +24 +23%
BFEC
549
Benjamin F. Edwards & Company
Missouri
$7K
NFG
550
Next Financial Group
Texas
$7K

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.