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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
MHR
526
Matthew Hamilton Rosenberg
$83.8K -$300 -5 -0.4%
DAM
527
Delta Asset Management
Tennessee
$83.8K +$80K +1,332 New
Bessemer Group
528
Bessemer Group
New Jersey
$83K -$22.8K -380 -22%
SBL
529
Sargent Bickham Lagudis
Colorado
$75.5K
ASBI
530
American State Bank (Iowa)
Iowa
$75.3K
BAM
531
Belpointe Asset Management
Nevada
$75.1K +$71.6K +1,193 New
HNB
532
Huntington National Bank
Ohio
$71.6K +$30.7K +512 +82%
HGERS
533
Householder Group Estate & Retirement Specialist
Arizona
$69K +$2.4K +40 +4%
HPC
534
HM Payson & Co
Maine
$64.5K
TAM
535
Tucker Asset Management
Colorado
$63.7K +$14.8K +247 +33%
GJIA
536
Glass Jacobson Investment Advisors
Maryland
$63.6K +$60.7K +1,010 New
FFC
537
First Financial Corp
Indiana
$62.9K
MA
538
Montag & Associates
Georgia
$62.9K
RWM
539
Ruedi Wealth Management
Illinois
$62.9K +$60.1K +1,000 New
FHA
540
First Horizon Advisors
Tennessee
$62.8K -$6.07K -101 -9%
CPG
541
Cornerstone Planning Group
New Jersey
$58.5K +$59.3K +988 New
ST
542
Smithfield Trust
Pennsylvania
$58K
HI
543
Harbour Investments
Wisconsin
$57.2K +$26.2K +437 +93%
Dimensional Fund Advisors
544
Dimensional Fund Advisors
Texas
$56.5K +$390K +6,489 +0.7%
SA
545
SRH Advisors
Kansas
$56K -$12K -199 -18%
DMBA
546
Deseret Mutual Benefit Administrators
Utah
$54.6K -$43.4K -722 -45%
CSB
547
City State Bank
Iowa
$51K
CHC
548
City Holding Co
West Virginia
$50.8K
HWA
549
Heritage Wealth Advisors
Virginia
$50.3K
AS
550
Altshuler Shaham
Israel
$49.2K -$2.34K -39 -5%

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.