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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
YDMI
526
Y.D. More Investments
Israel
$116K +$116K +2,185 New
FFA
527
Farther Finance Advisors
California
$114K +$4.1K +77 +4%
HNB
528
Huntington National Bank
Ohio
$112K +$25.6K +481 +30%
HWA
529
HHM Wealth Advisors
Tennessee
$110K +$96K +1,804 +668%
KFS
530
Kelly Financial Services
Massachusetts
$109K
QCG
531
Quadrant Capital Group
Ohio
$106K +$18K +338 +20%
GRP
532
Global Retirement Partners
California
$101K +$9.31K +175 +10%
TCM
533
Tradewinds Capital Management
Washington
$95.3K
GWSG
534
GPS Wealth Strategies Group
Colorado
$90.3K +$9.95K +187 +12%
Walleye Trading
535
Walleye Trading
New York
$88.9K +$89.3K +1,679 New
OAM
536
Ostrum Asset Management
France
$87.7K -$6.92K -130 -7%
ATC
537
Advantage Trust Company
Kansas
$84.6K
TCOV
538
Trust Company of Vermont
Vermont
$84K
CCMI
539
Creative Capital Management Investments
California
$79.5K +$79.8K +1,501 New
BTI
540
Blue Trust Inc
Georgia
$79.1K +$11.1K +208 +16%
HI
541
Harbour Investments
Wisconsin
$79.1K +$12.6K +236 +19%
HNB
542
Hilltop National Bank
Wyoming
$73.1K
AP
543
Atwood & Palmer
Missouri
$67.2K +$22K +414 +48%
GWM
544
Geneos Wealth Management
Colorado
$65.2K +$160 +3 +0.2%
WIM
545
Westside Investment Management
California
$62.2K
FHA
546
First Horizon Advisors
Tennessee
$61.5K +$15.7K +295 +34%
M
547
MOTCO
Texas
$58.1K +$31.8K +598 +120%
CA
548
Continuum Advisory
Idaho
$56.6K
TSMHT
549
Thurston Springer Miller Herd & Titak
Indiana
$56.2K +$56.4K +1,061 New
HGERS
550
Householder Group Estate & Retirement Specialist
Arizona
$56K

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.