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Evergy
EVRG

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: 638 → 650 (+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: 4 → 4 (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

Top Buyers

1
Capital International Investors
Capital International Investors
California
+$109M
2
Invesco
Invesco
Georgia
+$66.2M
3
MNG
Manning & Napier Group
New York
+$57.6M
4
ZP
Zimmer Partners
New York
+$53.8M
5
Point72 Asset Management
Point72 Asset Management
Connecticut
+$21.4M

Top Sellers

1
Citadel Advisors
Citadel Advisors
Florida
-$104M
2
ORIO
Old Republic International (ORI)
Illinois
-$40.4M
3
Prudential Financial
Prudential Financial
New Jersey
-$26.9M
4
Vanguard Group
Vanguard Group
Pennsylvania
-$26.8M
5
N
Nuveen
North Carolina
-$24.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
EWM
576
Evermay Wealth Management
Virginia
$14K – – –
AIP
577
Almanack Investment Partners
Pennsylvania
$14K +$15.6K +232 New
C
578
Covestor
United Kingdom
$13K -$161K -2,392 -92%
MTIC
579
Missouri Trust & Investment Company
Missouri
$13K – – –
CAL
580
Capital Advisors Ltd
Ohio
$13K +$3.97K +59 +38%
SWA
581
Sutton Wealth Advisors
Florida
$12.8K +$2.56K +38 +21%
CCA
582
Column Capital Advisors
Indiana
$12K – – –
GWS
583
Glassman Wealth Services
Virginia
$12K – – –
AWM
584
Accel Wealth Management
Iowa
$12K +$67 +1 +0.5%
DFCM
585
Dark Forest Capital Management
Puerto Rico
$12K +$13.3K +197 New
SSB
586
Sandy Spring Bank
Maryland
$12K +$13.5K +200 New
PI
587
PFS Investments
Georgia
$12K +$1.58M +23,516 +13%
BCWM
588
Bartlett & Co Wealth Management
Ohio
$11.2K – – –
BC
589
Bartlett & Co
Ohio
$11K – – –
SWM
590
Sugarloaf Wealth Management
Georgia
$11K – – –
VCM
591
Versant Capital Management
Arizona
$11K – – –
CA
592
Clearstead Advisors
Ohio
$10K – – –
EARNEST Partners
593
EARNEST Partners
Georgia
$10K – – –
CTB
594
Country Trust Bank
Illinois
$9K – – –
TF
595
TimeScale Financial
Massachusetts
$9K +$67 +1 +0.6%
JWA
596
JFS Wealth Advisors
Pennsylvania
$8K -$1.88K -28 -17%
BCMLT
597
Beacon Capital Management LLC (Tennessee)
Tennessee
$8K – – –
EBA
598
Eagle Bay Advisors
New York
$8K +$942 +14 +12%
EWA
599
EverSource Wealth Advisors
Alabama
$8K +$6.53K +97 +231%
AW
600
Avion Wealth
Texas
$7K – – –
22 23
24
25 26

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.