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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
ZB
551
Zions Bancorporation
Utah
$7K +$2.14K +37 +41%
TL
552
TrueWealth LLC
Georgia
$6K -$635 -11 -9%
CFD
553
Creative Financial Designs
Indiana
$6K
GCM
554
Gables Capital Management
Florida
$6K
PWM
555
PRW Wealth Management
Massachusetts
$6K +$5.95K +103 New
RCAG
556
Rehmann Capital Advisory Group
Michigan
$5.61K
DSI
557
Daiwa SB Investments
Japan
$5K -$45K -780 -90%
PWMG
558
Prestige Wealth Management Group
New Jersey
$5K +$4.68K +81 New
JFA
559
JNBA Financial Advisors
Minnesota
$4K -$116K -2,002 -96%
TFO
560
Tarbox Family Office
California
$4K
AIA
561
Alera Investment Advisors
Illinois
$4K +$3.69K +64 New
CFA
562
Clarfeld Financial Advisors
New York
$4K +$3.92K +68 New
FGC
563
Financial Gravity Companies
Texas
$4K +$4.27K +74 New
LNB
564
Ledyard National Bank
$4K +$4.33K +75 New
LC
565
Lindbrook Capital
California
$4K +$5.02K +87 New
RFM
566
Royal Fund Management
Florida
$3K
WCM
567
Whitener Capital Management
North Carolina
$3K
VNA
568
Valley National Advisers
Pennsylvania
$3K +$2.02K +35 +350%
HIIFS
569
Harel Insurance Investments & Financial Services
Israel
$3K +$3.06K +53 New
EWM
570
Executive Wealth Management
Michigan
$3K +$3.41K +59 New
UB
571
UMB Bank
Missouri
$2.27K -$279K -4,827 -11%
HR
572
Howe & Rusling
New York
$2K -$173 -3 -9%
LWA
573
Lenox Wealth Advisors
New York
$2K
SIS
574
Sound Income Strategies
Florida
$2K
Fidelity International
575
Fidelity International
Bermuda
$2K +$231 +4 +17%

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.