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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
WFA
526
West Financial Advisors
Iowa
$40K
AP
527
Atwood & Palmer
Missouri
$39K
POIA
528
Pin Oak Investment Advisors
Texas
$39K
WT
529
Washington Trust
Rhode Island
$39K
GI
530
Gradient Investments
Minnesota
$37K
MFC
531
Mechanics Financial Corp
Ohio
$37K
HNB
532
Huntington National Bank
Ohio
$37K +$6.59K +98 +19%
KFI
533
Key Financial Inc
Pennsylvania
$36K
MRCM
534
M&R Capital Management
New Jersey
$36K
PCFFS
535
Pacific Center for Financial Services
California
$36K
ZIG
536
Zullo Investment Group
Pennsylvania
$36K
DIP
537
DT Investment Partners
Pennsylvania
$36K +$40.4K +600 New
TWC
538
TD Waterhouse Canada
Ontario, Canada
$35K +$1.08K +16 +3%
WTC
539
WhitTier Trust Company
Nevada
$34K
IBOK
540
Independence Bank of Kentucky
Kentucky
$33K
TWM
541
Tradition Wealth Management
Minnesota
$33K
HI
542
Harbour Investments
Wisconsin
$31K
PFBT
543
Parkside Financial Bank & Trust
Missouri
$31K +$6.73K +100 +24%
AIL
544
AGF Investments LLC
Ontario, Canada
$31K +$35.1K +522 New
PA
545
PSI Advisors
Florida
$30K
FA
546
Financial Avengers
California
$30K +$336 +5 +1%
BBHC
547
Brown Brothers Harriman & Co
New York
$30K +$33.4K +497 New
SWM
548
Spire Wealth Management
Virginia
$28K -$286K -4,244 -90%
CWA
549
Carolina Wealth Advisors
South Carolina
$28K
CG
550
Cutler Group
California
$28K

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.