We are live on ! Find out more
EVRG icon

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
MFT
601
Moisand Fitzgerald Tamayo
Florida
$28.3K
FC
602
Fairscale Capital
New Hampshire
$26.9K +$26.2K +492 New
VNA
603
Valley National Advisers
Pennsylvania
$26K -$692 -13 -3%
BONH
604
Bank of New Hampshire
New Hampshire
$25.3K
CWA
605
Carolina Wealth Advisors
South Carolina
$25.3K
PTC
606
Private Trust Company
Ohio
$24.8K
CB
607
CNB Bank
Pennsylvania
$23.7K
SP
608
SWS Partners
Ohio
$23.3K +$23.4K +440 New
GWP
609
Gen-Wealth Partners
Michigan
$23.1K -$57.6K -1,082 -71%
AGWCA
610
Annis Gardner Whiting Capital Advisors
Florida
$22.8K
VWM
611
Venturi Wealth Management
Texas
$22.2K +$14.3K +269 +178%
CTA
612
Colonial Trust Advisors
South Carolina
$22.2K -$160 -3 -0.7%
FA
613
Financial Avengers
California
$21.8K +$266 +5 +1%
AF
614
Advisornet Financial
Minnesota
$21.7K -$3.88K -73 -15%
FMII
615
Farmers & Merchants Investments Inc
Nebraska
$20.3K
HCP
616
Hexagon Capital Partners
Arkansas
$19.1K +$2.23K +42 +13%
BGAI
617
Bruce G. Allen Investments
Colorado
$19K +$106 +2 +0.6%
ST
618
Smithfield Trust
Pennsylvania
$17K
ZB
619
Zions Bancorporation
Utah
$16.9K +$2.39K +45 +16%
RTL
620
Red Tortoise LLC
Georgia
$16.5K -$2.82K -53 -15%
FDCP
621
Foster Dykema Cabot & Partners
Massachusetts
$15.8K
ANBT
622
American National Bank & Trust
Texas
$15.4K +$15.5K +291 New
JFA
623
JNBA Financial Advisors
Minnesota
$14.5K
PP
624
Pacifica Partners
Canada
$14.4K
WT
625
Washington Trust
Rhode Island
$14.2K -$1.54K -29 -10%

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.