We are live on ! Find out more

579 hedge funds and large institutions have $11.1B invested in Evergy in 2020 Q2 according to their latest regulatory filings, with 65 funds opening new positions, 152 increasing their positions, 252 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,856% more call options, than puts

Call options by funds: $61.2M | Put options by funds: $3.13M

160% more funds holding in top 10

Funds holding in top 10: 513 (+8)

8% more capital invested

Capital invested by funds: $10.3B → $11.1B (+$813M)

0.18% more ownership

Funds ownership: 82.51%82.69% (+0.18%)

0% more first-time investments, than exits

New positions opened: 65 | Existing positions closed: 65

0% less funds holding

Funds holding: 581579 (-2)

40% less repeat investments, than reductions

Existing positions increased: 152 | Existing positions reduced: 252

Holders
579
Holders Change
-2
Holders Change %
-0.34%
% of All Funds
11.87%
Holding in Top 10
13
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+160%
% of All Funds
0.27%
New
65
Increased
152
Reduced
252
Closed
65
Calls
$61.2M
Puts
$3.13M
Net Calls
+$58.1M
Net Calls Change
+$50.2M
Name Holding Trade Value Shares
Change
Change in
Stake
AW
551
Avion Wealth
Texas
$5K
HGWM
552
Harvest Group Wealth Management
Massachusetts
$5K
FDCDDQ
553
Federation des caisses Desjardins du Quebec
Quebec, Canada
$4.21K
ZB
554
Zions Bancorporation
Utah
$4K -$474 -8 -11%
JFA
555
JNBA Financial Advisors
Minnesota
$4K
AWA
556
Arkadios Wealth Advisors
Georgia
$3.68K -$3.91K -66 -53%
TAIM
557
TD Ameritrade Investment Management
Nebraska
$3K -$118 -2 -3%
CFA
558
Carroll Financial Associates
North Carolina
$3K
EFSCE
559
Enterprise Financial Services Corp (EFSC)
Missouri
$3K
HFM
560
Hartford Financial Management
Connecticut
$3K
ME
561
McIlrath & Eck
Washington
$3K +$2.61K +44 New
RWA
562
Ropes Wealth Advisors
Massachusetts
$3K +$2.61K +44 New
EWA
563
Evolution Wealth Advisors
Florida
$3K +$3.2K +54 New
RIM
564
Rockbridge Investment Management
New York
$3K +$3.38K +57 New
BWM
565
BerganKDV Wealth Management
Minnesota
$2K -$1.66K -28 -48%
TFGT
566
TS Financial Group (TSFG)
Illinois
$2K
HR
567
Howe & Rusling
New York
$2K +$355 +6 +21%
RG
568
Retirement Group
California
$2K +$2.01K +34 New
ETC
569
Exchange Traded Concepts
Oklahoma
$2K +$2.37K +40 New
Bank Julius Baer & Co
570
Bank Julius Baer & Co
Switzerland
$1K -$176K -2,971 -100%
CB
571
CNB Bank
Pennsylvania
$1K
CCA
572
Column Capital Advisors
Indiana
$1K
PA
573
Procyon Advisors
Connecticut
$1K
VNA
574
Valley National Advisers
Pennsylvania
$1K
JG
575
Jefferies Group
New York
$631 -$385K -6,506 -38%

EVRG Hedge Fund Activity: Q2 2020 in Review

579 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Evergy (EVRG) for Q2 2020, worth a combined $11.1B — up 7.9% from $10.3B a quarter earlier.

Fund positioning in EVRG was balanced in Q2 2020: 65 funds opened new positions, 65 closed out, 152 added to existing stakes and 252 trimmed.

The largest buyer was American Century Companies, adding an estimated $262M. The largest seller was Renaissance Technologies, cutting an estimated $192M.

  • 579 institutional investors held Evergy (EVRG) as of Q2 2020, down from 581 in Q1 2020.
  • Funds reported $11.1B of Evergy stock for Q2 2020, up 7.9% quarter-over-quarter.
  • 65 funds opened new Evergy positions in Q2 2020 and 65 closed out, a net change of 0 holders.
  • The largest Evergy buyer in Q2 2020 was American Century Companies, an estimated $262M added.
  • The largest Evergy seller in Q2 2020 was Renaissance Technologies, an estimated $192M sold.

Based on aggregated 13F filings for Q2 2020.