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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
M
576
MOTCO
Texas
$31.4K -$12K -200 -29%
CWA
577
Carolina Wealth Advisors
South Carolina
$30K
SWM
578
Spire Wealth Management
Virginia
$30K +$420 +7 +1%
CG
579
Cutler Group
California
$29K
PTC
580
Private Trust Company
Ohio
$29K +$1.86K +31 +7%
AAMA
581
Advanced Asset Management Advisors
Ohio
$28.2K +$26.9K +448 New
BWM
582
Baystate Wealth Management
Massachusetts
$28K +$180 +3 +0.7%
CA
583
Clearstead Advisors
Ohio
$27.1K +$16.2K +269 +167%
DAC
584
Dividend Assets Capital
South Carolina
$27K
FMII
585
Farmers & Merchants Investments Inc
Nebraska
$24.1K -$18K -300 -44%
CT
586
Cambridge Trust
Massachusetts
$24K -$480 -8 -2%
FCA
587
FinTrust Capital Advisors
South Carolina
$22.3K
NSIM
588
North Star Investment Management
Illinois
$21.1K +$480 +8 +2%
BC
589
Burleson & Co
California
$20.8K
TWA
590
TCI Wealth Advisors
Arizona
$20.3K +$180 +3 +0.9%
LC
591
Lindbrook Capital
California
$20K -$1.86K -31 -9%
AIM
592
Achmea Investment Management
Netherlands
$20K
TIM
593
Tortoise Investment Management
New York
$19.6K
CSPIA
594
Cary Street Partners Investment Advisory
Virginia
$19.6K +$18.7K +311 New
VNA
595
Valley National Advisers
Pennsylvania
$19K
EI
596
Ellevest Inc
New York
$18.8K
CT
597
Caldwell Trust
Florida
$17.8K +$10.2K +170 +150%
MSFP
598
Mark Sheptoff Financial Planning
Connecticut
$16.9K
FWM
599
Focused Wealth Management
New York
$16.7K +$120 +2 +0.8%
CWM
600
Compass Wealth Management
Connecticut
$16.2K +$15.4K +257 New

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.