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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: 638650 (+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: 44 (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
Name Holding Trade Value Shares
Change
Change in
Stake
FF
601
FourThought Financial
Florida
$7K
NIC
602
Northwest Investment Counselors
Oregon
$7K
TFGT
603
TS Financial Group (TSFG)
Illinois
$7K
TFS
604
TrustCore Financial Services
Tennessee
$7K +$7.74K +115 New
CT
605
Caldwell Trust
Florida
$6.71K
FMP
606
Financial Management Professionals
Texas
$6K
GCM
607
Gables Capital Management
Florida
$6K
CAL
608
Capital Analysts LLC
Pennsylvania
$6K +$2.09K +31 +43%
Bank of Montreal
609
Bank of Montreal
Ontario, Canada
$5.45K -$20.6M -306,620 -78%
PWMG
610
Prestige Wealth Management Group
New Jersey
$5K
FGAM
611
Financial Gravity Asset Management
Texas
$4.83K -$15.6K -232 -19%
FDCDDQ
612
Federation des caisses Desjardins du Quebec
Quebec, Canada
$4.22K
CC
613
Corsicana & Co
Texas
$4K
JFA
614
JNBA Financial Advisors
Minnesota
$4K
PFA
615
Professional Financial Advisors
Nebraska
$4K
BIA
616
Bell Investment Advisors
California
$4K +$538 +8 +14%
TAIM
617
TD Ameritrade Investment Management
Nebraska
$3K -$2.42K -36 -44%
APF
618
Alaska Permanent Fund
Alaska
$3K -$875 -13 -21%
HFM
619
Hartford Financial Management
Connecticut
$3K
JWM
620
Janiczek Wealth Management
Colorado
$3K
PPWM
621
PFG Private Wealth Management
Florida
$3K
SC
622
Schubert & Co
Texas
$3K +$1.01K +15 +43%
MCM
623
MV Capital Management
Maryland
$3K +$1.48K +22 +71%
CB
624
Community Bank
New York
$3K +$2.89K +43 New
TCWA
625
Ten Capital Wealth Advisors
Washington
$3K +$3.57K +53 New

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.