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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
FWM
526
FSA Wealth Management
Massachusetts
$14K +$13.5K +246 New
TWA
527
TCI Wealth Advisors
Arizona
$13K -$5.87K -107 -32%
SWM
528
Selective Wealth Management
Virginia
$13K
ADL
529
Asset Dedication LLC
California
$13K +$13.1K +239 New
TAIM
530
TD Ameritrade Investment Management
Nebraska
$12K +$8.34K +152 +267%
CT
531
Caldwell Trust
Florida
$11.7K -$21.3K -389 -65%
CG
532
Cutler Group
California
$11K -$1.09M -19,782 -99%
ICP
533
Interchange Capital Partners
Pennsylvania
$11K +$11K +200 New
TLFA
534
True Link Financial Advisors
California
$11K +$11K +200 New
SSB
535
Sandy Spring Bank
Maryland
$11K +$11.2K +205 New
BWM
536
Baystate Wealth Management
Massachusetts
$10K
EARNEST Partners
537
EARNEST Partners
Georgia
$10K
SWM
538
Sugarloaf Wealth Management
Georgia
$10K
AWM
539
Accel Wealth Management
Iowa
$10K +$9.93K +181 New
LC
540
Lindbrook Capital
California
$9K -$2.03K -37 -19%
BFC
541
Bedel Financial Consulting
Indiana
$9K
CA
542
Clearstead Advisors
Ohio
$9K
SWA
543
Sutton Wealth Advisors
Florida
$8.94K +$1.32K +24 +18%
IRC
544
Investors Research Corp
Georgia
$8K
TF
545
TimeScale Financial
Massachusetts
$8K +$55 +1 +0.7%
RTC
546
Riverview Trust Company
Washington
$7K -$7.08K -129 -50%
SLF
547
Sun Life Financial
Ontario, Canada
$7K -$110 -2 -1%
TFGT
548
TS Financial Group (TSFG)
Illinois
$7K +$5.1K +93 +321%
SIAG
549
Safeguard Investment Advisory Group
California
$7K +$7.08K +129 New
GCM
550
Gables Capital Management
Florida
$6K

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.