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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
NSB
576
Norway Savings Bank
Maine
$2K +$1.87K +34 New
SFO
577
Standard Family Office
South Dakota
$2K +$1.92K +35 New
JWM
578
Janiczek Wealth Management
Colorado
$2K +$2.19K +40 New
TFA
579
Transamerica Financial Advisors
Florida
$1K -$55 -1 -8%
CB
580
CNB Bank
Pennsylvania
$1K
RG
581
Retirement Group
California
$1K
VNA
582
Valley National Advisers
Pennsylvania
$1K
RWA
583
Ropes Wealth Advisors
Massachusetts
$1K +$1.04K +19 New
CB
584
Community Bank
New York
$1K +$1.32K +24 New
M
585
MOTCO
Texas
$1K +$1.37K +25 New
RPWA
586
Regent Peak Wealth Advisors
Georgia
$1K +$1.48K +27 New
TAM
587
Tucker Asset Management
Colorado
$944 +$933 +17 New
Boston Partners
588
Boston Partners
Massachusetts
-$68.9M -1,355,576 Closed
TCIM
589
TOMS Capital Investment Management
New York
-$40.7M -800,000 Closed
TAL
590
TIG Advisors LLC
New York
-$23.5M -462,870 Closed
BGIM
591
Brandywine Global Investment Management
Pennsylvania
-$19M -373,737 Closed
WMSA
592
Weiss Multi-Strategy Advisers
New York
-$18.5M -365,000 Closed
Lord, Abbett & Co
593
Lord, Abbett & Co
New Jersey
-$17.6M -345,974 Closed
CC
594
Carlson Capital
Texas
-$9.89M -194,595 Closed
BBL
595
Beck Bode LLC
Massachusetts
-$6.98M -137,415 Closed
Man Group
596
Man Group
United Kingdom
-$5.97M -117,474 Closed
SGDR
597
SPX Gestao de Recursos
Brazil
-$5.95M -117,000 Closed
LCM
598
Laurion Capital Management
New York
-$3.68M -72,500 Closed
Qube Research & Technologies (QRT)
599
Qube Research & Technologies (QRT)
United Kingdom
-$3.42M -67,210 Closed
SCM
600
Segantii Capital Management
Hong Kong
-$2.93M -57,675 Closed

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.