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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
Loomis, Sayles & Company
626
Loomis, Sayles & Company
Massachusetts
$2K -$2.49K -37 -58%
BA
627
Bellwether Advisors
Nebraska
$2K -$135 -2 -4%
TFA
628
Transamerica Financial Advisors
Florida
$2K -$67 -1 -5%
VWM
629
Valley Wealth Managers
New Jersey
$2K
ACK
630
Andrew C. Karlinski
$2K +$67 +1 +3%
DI
631
Disciplined Investments
Oklahoma
$2K +$135 +2 +6%
DSC
632
Duncker Streett & Co
Missouri
$2K +$2.09K +31 New
AWM
633
Abound Wealth Management
Tennessee
$1.07K +$1.21K +18 New
BWM
634
BerganKDV Wealth Management
Minnesota
$1K -$1.01K -15 -48%
CB
635
CNB Bank
Pennsylvania
$1K
OLVIG
636
Oliver Lagore Vanvalin Investment Group
Michigan
$1K
SIC
637
SJS Investment Consulting
Ohio
$1K +$673 +10 New
DWA
638
Delos Wealth Advisors
Texas
$1K +$740 +11 New
SCA
639
Stonebridge Capital Advisors
Minnesota
$1K +$807 +12 New
HR
640
Howe & Rusling
New York
$1K +$942 +14 New
JMF
641
Johnson Midwest Financial
Iowa
$111
WIM
642
Westside Investment Management
California
$69
MIP
643
Mondrian Investment Partners
United Kingdom
$57
Balyasny Asset Management
644
Balyasny Asset Management
Illinois
-$9.8M -150,163 Closed
Renaissance Technologies
645
Renaissance Technologies
New York
-$6.07M -93,029 Closed
MFS
646
Mirabella Financial Services
United Kingdom
-$3.78M -57,906 Closed
Aviva
647
Aviva
United Kingdom
-$2.11M -32,359 Closed
Jacobs Levy Equity Management
648
Jacobs Levy Equity Management
New Jersey
-$1.93M -29,625 Closed
JC
649
JB Capital
Connecticut
-$992K -15,202 Closed
JCIA
650
Jackson Creek Investment Advisors
Colorado
-$377K -5,526 Closed

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.