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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
LMGAM
601
Liberty Mutual Group Asset Management
Massachusetts
-$595K -10,841 Closed
CCM
602
Cadence Capital Management
Massachusetts
-$566K -10,298 Closed
Jane Street
603
Jane Street
New York
-$521K -9,495 Closed
CF
604
CNA Financial
Illinois
-$516K -9,390 Closed
MA
605
MANA Advisors
New York
-$505K -9,200 Closed
N
606
Natixis
France
-$445K -8,094 Closed
AIM
607
Achmea Investment Management
Netherlands
-$424K -7,726 Closed
SDIC
608
South Dakota Investment Council
South Dakota
-$411K -7,476 Closed
PCMC
609
Paragon Capital Management (Colorado)
Colorado
-$385K -7,003 Closed
B
610
Barings
North Carolina
-$234K -4,260 Closed
SFM
611
Signet Financial Management
New Jersey
-$164K -2,990 Closed
WC
612
Whitney & Co
New York
-$167K -2,916 Closed
STA
613
Summit Trail Advisors
New York
-$129K -2,349 Closed
SPIA
614
Steward Partners Investment Advisory
New York
-$99K -1,808 Closed
SWP
615
Stratos Wealth Partners
Ohio
-$66K -1,195 Closed
APP
616
Avantax Planning Partners
Iowa
-$65K -1,179 Closed
CIM
617
Centersquare Investment Management
Pennsylvania
-$55K -997 Closed
MCM
618
Mainstay Capital Management
Michigan
-$48K -882 Closed
MSA
619
Marino Stram & Associates
Massachusetts
-$44K -807 Closed
FMT
620
First Mercantile Trust
Tennessee
-$41K -743 Closed
CC
621
Claybrook Capital
Massachusetts
-$38K -687 Closed
KF
622
Krilogy Financial
Missouri
-$33K -598 Closed
GP
623
Girard Partners
Pennsylvania
-$23K -419 Closed
1IA
624
1834 Investment Advisors
Wisconsin
-$22K -406 Closed
EA
625
Elm Advisors
California
-$17K -314 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.