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Evergy

699 hedge funds and large institutions have $10.4B invested in Evergy in 2024 Q2 according to their latest regulatory filings, with 83 funds opening new positions, 266 increasing their positions, 231 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 48 (+4)

30% more first-time investments, than exits

New positions opened: 83 | Existing positions closed: 64

15% more repeat investments, than reductions

Existing positions increased: 266 | Existing positions reduced: 231

1% more funds holding

Funds holding: 692699 (+7)

0.02% less ownership

Funds ownership: 85.08%85.06% (-0.02%)

0% less capital invested

Capital invested by funds: $10.4B → $10.4B (-$37.4M)

39% less call options, than puts

Call options by funds: $17.5M | Put options by funds: $28.8M

Holders
699
Holders Change
+7
Holders Change %
+1.01%
% of All Funds
10.1%
Holding in Top 10
8
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+100%
% of All Funds
0.12%
New
83
Increased
266
Reduced
231
Closed
64
Calls
$17.5M
Puts
$28.8M
Net Calls
-$11.2M
Net Calls Change
+$38M
Name Holding Trade Value Shares
Change
Change in
Stake
SWM
551
Spire Wealth Management
Virginia
$53.9K +$10.2K +191 +23%
GJIA
552
Glass Jacobson Investment Advisors
Maryland
$53.5K
FFC
553
First Financial Corp
Indiana
$53K
HPC
554
HM Payson & Co
Maine
$53K
MA
555
Montag & Associates
Georgia
$53K
RWM
556
Ruedi Wealth Management
Illinois
$53K
TFA
557
Toth Financial Advisory
Virginia
$53K +$19.4K +365 +57%
PA
558
PSI Advisors
Florida
$52.9K +$26.5K +499 +100%
PS
559
Principal Securities
Iowa
$51.8K +$3.51K +66 +7%
MSWM
560
Mowery & Schoenfeld Wealth Management
Illinois
$51.7K
RL
561
Rogco LP
Oklahoma
$51K -$1.12K -21 -2%
CSC
562
Caldwell Sutter Capital
California
$50.6K
LC
563
Lindbrook Capital
California
$50.4K +$6.81K +128 +16%
CA
564
Crewe Advisors
Utah
$47.7K -$5.43K -102 -10%
ADL
565
Asset Dedication LLC
California
$46.9K
BIC
566
Beach Investment Counsel
Pennsylvania
$46K +$46.4K +873 New
WTC
567
WhitTier Trust Company
Nevada
$45.6K +$319 +6 +0.7%
DAM
568
Delta Asset Management
Tennessee
$45.3K -$7.98K -150 -15%
BEI
569
Benjamin Edwards Inc
Missouri
$45K +$14.7K +277 +48%
SA
570
SRH Advisors
Kansas
$44.6K -$2.34K -44 -5%
CSB
571
City State Bank
Iowa
$42.8K -$1.44K -27 -3%
CHC
572
City Holding Co
West Virginia
$42.8K
RTC
573
Riverview Trust Company
Washington
$42.6K
WT
574
Whittier Trust
California
$41.4K
CB
575
Centennial Bank
Arkansas
$41.2K -$41.3K -777 -50%

EVRG Hedge Fund Activity: Q2 2024 in Review

699 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Evergy (EVRG) for Q2 2024, worth a combined $10.4B — down 0.36% from $10.4B a quarter earlier.

Buyers outnumbered sellers: 83 funds opened new EVRG positions and 64 closed out — a net gain of 19 holders — while 266 added to existing stakes and 231 trimmed.

The largest buyer was Zimmer Partners, adding an estimated $187M. The largest seller was Point72 Asset Management, cutting an estimated $79.2M.

  • 699 institutional investors held Evergy (EVRG) as of Q2 2024, up from 692 in Q1 2024.
  • Funds reported $10.4B of Evergy stock for Q2 2024, down 0.36% quarter-over-quarter.
  • 83 funds opened new Evergy positions in Q2 2024 and 64 closed out, a net change of +19 holders.
  • The largest Evergy buyer in Q2 2024 was Zimmer Partners, an estimated $187M added.
  • The largest Evergy seller in Q2 2024 was Point72 Asset Management, an estimated $79.2M sold.

Based on aggregated 13F filings for Q2 2024.