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Evergy

592 hedge funds and large institutions have $10.4B invested in Evergy in 2020 Q4 according to their latest regulatory filings, with 104 funds opening new positions, 174 increasing their positions, 227 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed

58% more first-time investments, than exits

New positions opened: 104 | Existing positions closed: 66

40% more call options, than puts

Call options by funds: $7.93M | Put options by funds: $5.67M

13% more capital invested

Capital invested by funds: $9.27B → $10.4B (+$1.17B)

6% more funds holding

Funds holding: 561592 (+31)

2.01% more ownership

Funds ownership: 81.01%83.02% (+2%)

0% more funds holding in top 10

Funds holding in top 10: 66 (0)

23% less repeat investments, than reductions

Existing positions increased: 174 | Existing positions reduced: 227

Holders
592
Holders Change
+31
Holders Change %
+5.53%
% of All Funds
10.48%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.11%
New
104
Increased
174
Reduced
227
Closed
66
Calls
$7.93M
Puts
$5.67M
Net Calls
+$2.26M
Net Calls Change
+$15.2M
Name Holding Trade Value Shares
Change
Change in
Stake
FMWA
626
Forvis Mazars Wealth Advisors
Missouri
-$207K -4,073 Closed
FC
627
FORA Capital
Florida
-$175K -3,435 Closed
AL
628
AJO LP
Pennsylvania
-$132K -2,604 Closed
PFS
629
Prospera Financial Services
Texas
-$79K -1,547 Closed
PCM
630
Penserra Capital Management
California
-$78K -1,536 Closed
Parallax Volatility Advisers
631
Parallax Volatility Advisers
California
-$69K -1,360 Closed
RA
632
Rational Advisors
New York
-$46K -907 Closed
WT
633
Whittier Trust
California
-$36K -713 Closed
GT
634
Glenmede Trust
Pennsylvania
-$34K -692 Closed
CIM
635
Centersquare Investment Management
Pennsylvania
-$34K -670 Closed
FFA
636
Founders Financial Alliance
North Carolina
-$35K -643 Closed
JIR
637
James Investment Research
Ohio
-$25K -500 Closed
NNP
638
Nachman Norwood & Parrott
South Carolina
-$24K -477 Closed
AA
639
Advisory Alpha
Michigan
-$17K -331 Closed
FHA
640
Flagship Harbor Advisors
Massachusetts
-$15K -301 Closed
HWA
641
HHM Wealth Advisors
Tennessee
-$12K -239 Closed
AW
642
Alpha Windward
Massachusetts
-$10K -199 Closed
Axa
643
Axa
France
-$8K -153 Closed
FQ
644
First Quadrant
California
-$8K -148 Closed
SMG
645
Spectrum Management Group
Indiana
-$7K -128 Closed
CCM
646
Chiron Capital Management
Florida
-$6K -119 Closed
NIC
647
Northwest Investment Counselors
Oregon
-$6K -119 Closed
ETC
648
Exchange Traded Concepts
Oklahoma
-$5K -99 Closed
AWA
649
Arkadios Wealth Advisors
Georgia
-$4.17K -76 Closed
RIM
650
Rockbridge Investment Management
New York
-$3K -57 Closed

EVRG Hedge Fund Activity: Q4 2020 in Review

592 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Evergy (EVRG) for Q4 2020, worth a combined $10.4B — up 13% from $9.27B a quarter earlier.

Buyers outnumbered sellers: 104 funds opened new EVRG positions and 66 closed out — a net gain of 38 holders — while 174 added to existing stakes and 227 trimmed.

The largest buyer was Elliott Investment Management, opening a new position worth an estimated $578M. The largest seller was Credit Suisse, cutting an estimated $127M.

  • 592 institutional investors held Evergy (EVRG) as of Q4 2020, up from 561 in Q3 2020.
  • Funds reported $10.4B of Evergy stock for Q4 2020, up 13% quarter-over-quarter.
  • 104 funds opened new Evergy positions in Q4 2020 and 66 closed out, a net change of +38 holders.
  • The largest Evergy buyer in Q4 2020 was Elliott Investment Management, an estimated $578M added.
  • The largest Evergy seller in Q4 2020 was Credit Suisse, an estimated $127M sold.

Based on aggregated 13F filings for Q4 2020.