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Evergy

592 hedge funds and large institutions have $10.4B invested in Evergy in 2020 Q4 according to their latest regulatory filings, with 104 funds opening new positions, 174 increasing their positions, 227 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed

58% more first-time investments, than exits

New positions opened: 104 | Existing positions closed: 66

40% more call options, than puts

Call options by funds: $7.93M | Put options by funds: $5.67M

13% more capital invested

Capital invested by funds: $9.27B → $10.4B (+$1.17B)

6% more funds holding

Funds holding: 561592 (+31)

2.01% more ownership

Funds ownership: 81.01%83.02% (+2%)

0% more funds holding in top 10

Funds holding in top 10: 66 (0)

23% less repeat investments, than reductions

Existing positions increased: 174 | Existing positions reduced: 227

Holders
592
Holders Change
+31
Holders Change %
+5.53%
% of All Funds
10.48%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.11%
New
104
Increased
174
Reduced
227
Closed
66
Calls
$7.93M
Puts
$5.67M
Net Calls
+$2.26M
Net Calls Change
+$15.2M
Name Holding Trade Value Shares
Change
Change in
Stake
OIM
551
Oder Investment Management
California
$6K +$5.6K +102 New
PFBT
552
Parkside Financial Bank & Trust
Missouri
$5K -$55 -1 -1%
AW
553
Avion Wealth
Texas
$5K
EW
554
Evoke Wealth
California
$5K
OSAM
555
O'Shaughnessy Asset Management
Connecticut
$5K
GWS
556
Glassman Wealth Services
Virginia
$5K +$55 +1 +1%
HGWM
557
Harvest Group Wealth Management
Massachusetts
$5K +$55 +1 +1%
WWM
558
Wolff Wiese Magana
California
$5K +$4.61K +84 New
ONST
559
Old North State Trust
North Carolina
$4K -$26.9K -490 -86%
PWMG
560
Prestige Wealth Management Group
New Jersey
$4K -$16.2K -296 -79%
FHA
561
First Horizon Advisors
Tennessee
$4K -$15K -274 -81%
JFA
562
JNBA Financial Advisors
Minnesota
$4K
TFO
563
Tarbox Family Office
California
$4K
ADIM
564
Alpha DNA Investment Management
Maryland
$4K +$4.17K +76 New
SFP
565
Sterling Financial Planning
New Jersey
$4K +$4.28K +78 New
AIG
566
American International Group
New York
$4K -$147K -2,679 -4%
ZB
567
Zions Bancorporation
Utah
$3K -$878 -16 -21%
EFSCE
568
Enterprise Financial Services Corp (EFSC)
Missouri
$3K
TCM
569
Tradewinds Capital Management
Washington
$3K
BFEC
570
Benjamin F. Edwards & Company
Missouri
$2K -$3.57K -65 -60%
CFA
571
Carroll Financial Associates
North Carolina
$2K -$110 -2 -4%
HFM
572
Hartford Financial Management
Connecticut
$2K
ME
573
McIlrath & Eck
Washington
$2K
BWM
574
BerganKDV Wealth Management
Minnesota
$2K +$823 +15 +94%
MA
575
MUFG Americas
New York
$2K +$1.65K +30 New

EVRG Hedge Fund Activity: Q4 2020 in Review

592 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Evergy (EVRG) for Q4 2020, worth a combined $10.4B — up 13% from $9.27B a quarter earlier.

Buyers outnumbered sellers: 104 funds opened new EVRG positions and 66 closed out — a net gain of 38 holders — while 174 added to existing stakes and 227 trimmed.

The largest buyer was Elliott Investment Management, opening a new position worth an estimated $578M. The largest seller was Credit Suisse, cutting an estimated $127M.

  • 592 institutional investors held Evergy (EVRG) as of Q4 2020, up from 561 in Q3 2020.
  • Funds reported $10.4B of Evergy stock for Q4 2020, up 13% quarter-over-quarter.
  • 104 funds opened new Evergy positions in Q4 2020 and 66 closed out, a net change of +38 holders.
  • The largest Evergy buyer in Q4 2020 was Elliott Investment Management, an estimated $578M added.
  • The largest Evergy seller in Q4 2020 was Credit Suisse, an estimated $127M sold.

Based on aggregated 13F filings for Q4 2020.