We are live on ! Find out more

650 hedge funds and large institutions have $11.4B invested in Evergy in 2022 Q3 according to their latest regulatory filings, with 68 funds opening new positions, 246 increasing their positions, 203 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

96% more call options, than puts

Call options by funds: $11.2M | Put options by funds: $5.68M

45% more first-time investments, than exits

New positions opened: 68 | Existing positions closed: 47

21% more repeat investments, than reductions

Existing positions increased: 246 | Existing positions reduced: 203

2% more funds holding

Funds holding: 638650 (+12)

0.1% more ownership

Funds ownership: 83.83%83.93% (+0.1%)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

9% less capital invested

Capital invested by funds: $12.5B → $11.4B (-$1.09B)

Holders
650
Holders Change
+12
Holders Change %
+1.88%
% of All Funds
11.2%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
68
Increased
246
Reduced
203
Closed
47
Calls
$11.2M
Puts
$5.68M
Net Calls
+$5.47M
Net Calls Change
-$2.02M
Name Holding Trade Value Shares
Change
Change in
Stake
TC
551
Truvestments Capital
Florida
$28K +$269 +4 +0.8%
DAC
552
Dividend Assets Capital
South Carolina
$26K -$7.33K -109 -20%
CFO
553
CVA Family Office
Colorado
$26K -$2.35K -35 -8%
PTC
554
Private Trust Company
Ohio
$26K
BWM
555
Baystate Wealth Management
Massachusetts
$26K +$202 +3 +0.7%
HCP
556
Hexagon Capital Partners
Arkansas
$25K +$19.3K +287 +228%
KFAA
557
Klaas Financial Asset Advisors
Illinois
$24K
CT
558
Cambridge Trust
Massachusetts
$23K +$538 +8 +2%
FCA
559
FinTrust Capital Advisors
South Carolina
$21K
LC
560
Lindbrook Capital
California
$21K +$5.45K +81 +30%
CA
561
Crewe Advisors
Utah
$21K +$21.7K +323 +1,404%
AIM
562
Achmea Investment Management
Netherlands
$20K
BC
563
Burleson & Co
California
$20K
EIP
564
Ellis Investment Partners
Pennsylvania
$19K
NSIM
565
North Star Investment Management
Illinois
$19K
TWA
566
TCI Wealth Advisors
Arizona
$19K
TIM
567
Tortoise Investment Management
New York
$19K
MHR
568
Matthew Hamilton Rosenberg
$19K +$336 +5 +0.4%
EI
569
Ellevest Inc
New York
$18K
VNA
570
Valley National Advisers
Pennsylvania
$18K
MSFP
571
Mark Sheptoff Financial Planning
Connecticut
$16K -$18.1K -269 -50%
M1FG
572
Mach-1 Financial Group
Arkansas
$16K -$6.59K -98 -27%
FWM
573
Focused Wealth Management
New York
$16K +$135 +2 +0.8%
NIM
574
NuWave Investment Management
New Jersey
$16K +$18.2K +270 New
Acadian Asset Management
575
Acadian Asset Management
Massachusetts
$15K

EVRG Hedge Fund Activity: Q3 2022 in Review

650 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Evergy (EVRG) for Q3 2022, worth a combined $11.4B — down 8.7% from $12.5B a quarter earlier.

Buyers outnumbered sellers: 68 funds opened new EVRG positions and 47 closed out — a net gain of 21 holders — while 246 added to existing stakes and 203 trimmed.

The largest buyer was Capital International Investors, adding an estimated $109M. The largest seller was Citadel Advisors, cutting an estimated $104M.

  • 650 institutional investors held Evergy (EVRG) as of Q3 2022, up from 638 in Q2 2022.
  • Funds reported $11.4B of Evergy stock for Q3 2022, down 8.7% quarter-over-quarter.
  • 68 funds opened new Evergy positions in Q3 2022 and 47 closed out, a net change of +21 holders.
  • The largest Evergy buyer in Q3 2022 was Capital International Investors, an estimated $109M added.
  • The largest Evergy seller in Q3 2022 was Citadel Advisors, an estimated $104M sold.

Based on aggregated 13F filings for Q3 2022.