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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
HFS
576
Hantz Financial Services
Michigan
$41K -$20.5K -385 -33%
PB
577
Pinnacle Bancorp
Nebraska
$39.2K
TPCW
578
TD Private Client Wealth
New York
$39.1K +$213 +4 +0.5%
CH
579
Cromwell Holdings
Wyoming
$38.8K +$38.9K +732 New
MCM
580
MV Capital Management
Maryland
$38.4K -$106 -2 -0.3%
EWA
581
EverSource Wealth Advisors
Alabama
$38.2K +$2.39K +45 +7%
RIL
582
Rothschild Investment LLC
Illinois
$37.1K +$585 +11 +2%
PFBT
583
Parkside Financial Bank & Trust
Missouri
$36.5K -$2.5K -47 -6%
TIM
584
Tortoise Investment Management
New York
$36K -$1.65K -31 -4%
POIA
585
Pin Oak Investment Advisors
Texas
$35K
HWA
586
Heritage Wealth Advisors
Virginia
$34.9K
DMBA
587
Deseret Mutual Benefit Administrators
Utah
$34.4K
VCM
588
Versant Capital Management
Arizona
$34.1K +$5.53K +104 +19%
CFO
589
CVA Family Office
Colorado
$34K +$5.16K +97 +18%
MRCM
590
M&R Capital Management
New Jersey
$32.3K
MFC
591
Mechanics Financial Corp
Ohio
$32K
DIP
592
DT Investment Partners
Pennsylvania
$31.8K
CFM
593
Catalyst Funds Management
Australia
$31.8K +$31.9K +600 New
PCFFS
594
Pacific Center for Financial Services
California
$31.7K
KFI
595
Key Financial Inc
Pennsylvania
$31.7K
CA
596
CoreCap Advisors
Michigan
$31.4K +$4.68K +88 +17%
LSA
597
Leonteq Securities AG
Switzerland
$30.6K +$30.7K +577 New
Loomis, Sayles & Company
598
Loomis, Sayles & Company
Massachusetts
$30K -$39.2K -737 -56%
IBOK
599
Independence Bank of Kentucky
Kentucky
$29.5K
SAM
600
Smartleaf Asset Management
Massachusetts
$28.5K +$13.2K +249 +87%

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.