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Evergy

588 hedge funds and large institutions have $12.1B invested in Evergy in 2018 Q4 according to their latest regulatory filings, with 86 funds opening new positions, 176 increasing their positions, 224 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

69% more first-time investments, than exits

New positions opened: 86 | Existing positions closed: 51

22% more funds holding in top 10

Funds holding in top 10: 911 (+2)

5% more funds holding

Funds holding: 558588 (+30)

0.25% more ownership

Funds ownership: 81.26%81.51% (+0.25%)

0% more capital invested

Capital invested by funds: $12.1B → $12.1B (+$10M)

21% less repeat investments, than reductions

Existing positions increased: 176 | Existing positions reduced: 224

Holders
588
Holders Change
+30
Holders Change %
+5.38%
% of All Funds
13.1%
Holding in Top 10
11
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+22.22%
% of All Funds
0.25%
New
86
Increased
176
Reduced
224
Closed
51
Calls
$744K
Puts
Net Calls
+$744K
Net Calls Change
-$3.52M
Name Holding Trade Value Shares
Change
Change in
Stake
CHP
576
Cable Hill Partners
Oregon
$1K
CFA
577
Carroll Financial Associates
North Carolina
$1K
CIR
578
Clear Investment Research
Georgia
$1K
WA
579
WealthTrust-Arizona
Arizona
$1K
LFG
580
Larson Financial Group
Missouri
$1K +$577 +10 New
CB
581
CNB Bank
Pennsylvania
$1K +$866 +15 New
Carson Wealth (CWM LLC)
582
Carson Wealth (CWM LLC)
Nebraska
$1K +$1.1K +19 New
CA
583
Claro Advisors
Massachusetts
$1K +$1.39K +24 New
WANY
584
Wealthspire Advisors (New York)
New York
$1K +$1.39K +24 New
WIM
585
Westside Investment Management
California
$851
GT
586
Glenmede Trust
Pennsylvania
$39 +$40.8K +707 New
LM
587
Luminus Management
Texas
-$33K -601,249 Closed
CVA
588
Ceredex Value Advisors
Florida
-$26.8M -487,575 Closed
WC
589
Wexford Capital
Florida
-$18.2M -330,777 Closed
CC
590
Covalis Capital
United Kingdom
-$14.9M -270,640 Closed
LC
591
LNZ Capital
New York
-$9.12M -166,078 Closed
MWA
592
Marshall Wace Asia
Hong Kong
-$4.88M -88,850 Closed
SLAM
593
Swiss Life Asset Management
-$3.49M -63,491 Closed
NIMI
594
Natixis Investment Managers International
France
-$2.95M -53,645 Closed
MSV
595
MN Services Vermogensbeheer
Netherlands
-$2.51M -45,662 Closed
CS
596
Candriam SCA
Luxembourg
-$1.76M -32,091 Closed
IG
597
ING Group
Netherlands
-$1.21M -22,050 Closed
OTPPB
598
Ontario Teachers' Pension Plan Board
Ontario, Canada
-$1.2M -21,813 Closed
Walleye Trading
599
Walleye Trading
New York
-$1.02M -18,537 Closed
Pacer Advisors
600
Pacer Advisors
Pennsylvania
-$789K -14,368 Closed

EVRG Hedge Fund Activity: Q4 2018 in Review

588 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Evergy (EVRG) for Q4 2018, worth a combined $12.1B — up 0.08% from $12.1B a quarter earlier.

Buyers outnumbered sellers: 86 funds opened new EVRG positions and 51 closed out — a net gain of 35 holders — while 176 added to existing stakes and 224 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $157M. The largest seller was Millennium Management, cutting an estimated $163M.

  • 588 institutional investors held Evergy (EVRG) as of Q4 2018, up from 558 in Q3 2018.
  • Funds reported $12.1B of Evergy stock for Q4 2018, up 0.08% quarter-over-quarter.
  • 86 funds opened new Evergy positions in Q4 2018 and 51 closed out, a net change of +35 holders.
  • The largest Evergy buyer in Q4 2018 was JP Morgan Chase, an estimated $157M added.
  • The largest Evergy seller in Q4 2018 was Millennium Management, an estimated $163M sold.

Based on aggregated 13F filings for Q4 2018.