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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
Acadian Asset Management
601
Acadian Asset Management
Massachusetts
$16K
EE
602
EWG Elevate
California
$16K +$15.3K +254 New
SSG
603
Summit Securities Group
New York
$15K -$157K -2,606 -92%
HCP
604
Hexagon Capital Partners
Arkansas
$15K -$10.5K -175 -42%
FFA
605
Farther Finance Advisors
California
$14.6K +$13.9K +232 New
EWM
606
Evermay Wealth Management
Virginia
$14.5K
MTIC
607
Missouri Trust & Investment Company
Missouri
$14K
C
608
Covestor
United Kingdom
$14K +$240 +4 +2%
RTC
609
Riverview Trust Company
Washington
$14K +$12.9K +215 New
CAL
610
Capital Analysts LLC
Pennsylvania
$13K +$5.95K +99 +96%
CCA
611
Column Capital Advisors
Indiana
$12.6K
SSB
612
Sandy Spring Bank
Maryland
$12.6K
EWA
613
EverSource Wealth Advisors
Alabama
$12.6K +$3.66K +61 +44%
FWA
614
Freedom Wealth Alliance
Wisconsin
$12.6K +$12K +200 New
AWM
615
Accel Wealth Management
Iowa
$12.4K
SWA
616
Sutton Wealth Advisors
Florida
$11.8K -$1.68K -28 -13%
VCM
617
Versant Capital Management
Arizona
$11.6K +$240 +4 +2%
SWM
618
Sugarloaf Wealth Management
Georgia
$11.1K
Simplex Trading
619
Simplex Trading
Illinois
$11K -$144K -2,391 -93%
EARNEST Partners
620
EARNEST Partners
Georgia
$10.9K
CAL
621
Capital Advisors Ltd
Ohio
$10K +$19.6K +326 +152%
GWS
622
Glassman Wealth Services
Virginia
$9.56K -$3.18K -53 -26%
KHC
623
Koesten Hirschmann & Crabtree
Kansas
$9.5K +$9.07K +151 New
TF
624
TimeScale Financial
Massachusetts
$9.48K +$60 +1 +0.6%
DWP
625
Destiny Wealth Partners
Florida
$9.44K -$260K -4,324 -97%

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.