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Evergy

686 hedge funds and large institutions have $12.3B invested in Evergy in 2022 Q4 according to their latest regulatory filings, with 103 funds opening new positions, 260 increasing their positions, 223 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

195% more call options, than puts

Call options by funds: $11.2M | Put options by funds: $3.81M

125% more funds holding in top 10

Funds holding in top 10: 49 (+5)

106% more first-time investments, than exits

New positions opened: 103 | Existing positions closed: 50

17% more repeat investments, than reductions

Existing positions increased: 260 | Existing positions reduced: 223

8% more capital invested

Capital invested by funds: $11.4B → $12.3B (+$869M)

6% more funds holding

Funds holding: 650686 (+36)

1.02% less ownership

Funds ownership: 83.93%82.91% (-1%)

Holders
686
Holders Change
+36
Holders Change %
+5.54%
% of All Funds
11.03%
Holding in Top 10
9
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+125%
% of All Funds
0.14%
New
103
Increased
260
Reduced
223
Closed
50
Calls
$11.2M
Puts
$3.81M
Net Calls
+$7.42M
Net Calls Change
+$1.95M
Name Holding Trade Value Shares
Change
Change in
Stake
WT
551
Whittier Trust
California
$49.1K
GI
552
Gradient Investments
Minnesota
$44.4K +$4.56K +76 +12%
ZB
553
Zions Bancorporation
Utah
$43.8K -$841 -14 -2%
LSA
554
Leonteq Securities AG
Switzerland
$43.7K
PFBT
555
Parkside Financial Bank & Trust
Missouri
$43.5K +$10.4K +174 +34%
POIA
556
Pin Oak Investment Advisors
Texas
$42K
AP
557
Atwood & Palmer
Missouri
$41.2K
WT
558
Washington Trust
Rhode Island
$40.7K
Group One Trading
559
Group One Trading
Illinois
$40.3K +$38.5K +641 New
CA
560
CoreCap Advisors
Michigan
$39.8K +$38K +632 New
MRCM
561
M&R Capital Management
New Jersey
$38.4K
TWC
562
TD Waterhouse Canada
Ontario, Canada
$38.2K +$1.92K +32 +6%
DIP
563
DT Investment Partners
Pennsylvania
$37.8K
ZIG
564
Zullo Investment Group
Pennsylvania
$37.8K
CTA
565
Colonial Trust Advisors
South Carolina
$37.7K +$36K +599 New
WTC
566
WhitTier Trust Company
Nevada
$35.9K -$240 -4 -0.7%
KFI
567
Key Financial Inc
Pennsylvania
$35.5K
IBOK
568
Independence Bank of Kentucky
Kentucky
$35K
TWM
569
Tradition Wealth Management
Minnesota
$35K
MFC
570
Mechanics Financial Corp
Ohio
$33K -$6.01K -100 -16%
AAG
571
Armstrong Advisory Group
Massachusetts
$32.8K +$31.4K +522 New
TC
572
Truvestments Capital
Florida
$32.6K +$2.46K +41 +9%
FA
573
Financial Avengers
California
$32.3K +$300 +5 +1%
Loomis, Sayles & Company
574
Loomis, Sayles & Company
Massachusetts
$32K +$29K +483 +1,789%
PA
575
PSI Advisors
Florida
$31.5K

EVRG Hedge Fund Activity: Q4 2022 in Review

686 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Evergy (EVRG) for Q4 2022, worth a combined $12.3B — up 7.6% from $11.4B a quarter earlier.

Buyers outnumbered sellers: 103 funds opened new EVRG positions and 50 closed out — a net gain of 53 holders — while 260 added to existing stakes and 223 trimmed.

The largest buyer was Millennium Management, adding an estimated $172M. The largest seller was Capital International Investors, cutting an estimated $807M.

  • 686 institutional investors held Evergy (EVRG) as of Q4 2022, up from 650 in Q3 2022.
  • Funds reported $12.3B of Evergy stock for Q4 2022, up 7.6% quarter-over-quarter.
  • 103 funds opened new Evergy positions in Q4 2022 and 50 closed out, a net change of +53 holders.
  • The largest Evergy buyer in Q4 2022 was Millennium Management, an estimated $172M added.
  • The largest Evergy seller in Q4 2022 was Capital International Investors, an estimated $807M sold.

Based on aggregated 13F filings for Q4 2022.