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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
DFCM
626
Dark Forest Capital Management
Puerto Rico
$8.56K -$3.66K -61 -31%
HB
627
Horizon Bancorp
Indiana
$8K +$8.05K +134 New
EBA
628
Eagle Bay Advisors
New York
$7.62K -$480 -8 -6%
NIC
629
Northwest Investment Counselors
Oregon
$7.49K
JWA
630
JFS Wealth Advisors
Pennsylvania
$7.3K -$1.38K -23 -17%
TFGT
631
TS Financial Group (TSFG)
Illinois
$7K
PWMG
632
Prestige Wealth Management Group
New Jersey
$6.86K +$1.86K +31 +40%
RFG
633
RFP Financial Group
Georgia
$6.86K +$6.55K +109 New
MSCM
634
McElhenny Sheffield Capital Management
Texas
$6.67K +$6.37K +106 New
GCM
635
Gables Capital Management
Florida
$6.29K
MCM
636
Manchester Capital Management
Vermont
$6.23K +$5.53K +92 +1,314%
FGAM
637
Financial Gravity Asset Management
Texas
$6.19K -$56.5K -940 -94%
BC
638
Bartlett & Co
Ohio
$6K -$6.01K -100 -53%
AW
639
Avion Wealth
Texas
$6K
FMP
640
Financial Management Professionals
Texas
$6K
BCWM
641
Bartlett & Co Wealth Management
Ohio
$5.6K -$6.01K -100 -53%
BHWM
642
Beaird Harris Wealth Management
Texas
$5.29K +$5.04K +84 New
JFA
643
JNBA Financial Advisors
Minnesota
$4.59K
FDCDDQ
644
Federation des caisses Desjardins du Quebec
Quebec, Canada
$4.47K
JWM
645
Janiczek Wealth Management
Colorado
$4.16K +$541 +9 +16%
HCM
646
Hollencrest Capital Management
California
$4.09K +$3.9K +65 New
PPWM
647
PFG Private Wealth Management
Florida
$4K
CTB
648
Country Trust Bank
Illinois
$3.27K -$5.71K -95 -65%
RBC
649
Romano Brothers & Co
Illinois
$3.21K +$3.06K +51 New
BIA
650
Bell Investment Advisors
California
$3.15K -$901 -15 -23%

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.