We are live on ! Find out more
EVRG icon

Evergy
EVRG

662 hedge funds and large institutions have $11.1B invested in Evergy in 2023 Q2 according to their latest regulatory filings, with 59 funds opening new positions, 242 increasing their positions, 231 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

66% more call options, than puts

Call options by funds: $2.96M | Put options by funds: $1.78M

28% more first-time investments, than exits

New positions opened: 59 | Existing positions closed: 46

2% more funds holding

Funds holding: 652 → 662 (+10)

5% more repeat investments, than reductions

Existing positions increased: 242 | Existing positions reduced: 231

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

1.16% less ownership

Funds ownership: 83.93% → 82.77% (-1.2%)

6% less capital invested

Capital invested by funds: $11.8B → $11.1B (-$684M)

Holders
662
Holders Change
+10
Holders Change %
+1.53%
% of All Funds
10.39%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
59
Increased
242
Reduced
231
Closed
46
Calls
$2.96M
Puts
$1.78M
Net Calls
+$1.18M
Net Calls Change
-$2.67M

Top Buyers

Rank Fund Capital Flow
1
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$67M
2
American Century Companies
American Century Companies
Missouri
+$60.9M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$45.1M
4
PI
PineBridge Investments
New York
+$30.8M
5
ZP
Zimmer Partners
New York
+$29.9M

Top Sellers

Rank Fund Capital Flow
1
Capital International Investors
Capital International Investors
California
-$154M
2
Millennium Management
Millennium Management
New York
-$88.5M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$68.7M
4
BlackRock
BlackRock
New York
-$39M
5
SI
Scout Investments
Missouri
-$30.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
BCWM
626
Bartlett & Co Wealth Management
Ohio
$5.2K – – –
BC
627
Bartlett & Co
Ohio
$5K – – –
SWA
628
Sutton Wealth Advisors
Florida
$4.97K – – –
CIA
629
Cape Investment Advisory
Georgia
$4.82K – – –
PWMG
630
Prestige Wealth Management Group
New Jersey
$4.62K +$60 +1 +1%
JFA
631
JNBA Financial Advisors
Minnesota
$4.26K – – –
FDCDDQ
632
Federation des caisses Desjardins du Quebec
Quebec, Canada
$4.15K – – –
JWA
633
JFS Wealth Advisors
Pennsylvania
$4.03K +$242 +4 +6%
CAL
634
Capital Analysts LLC
Pennsylvania
$4K – – –
FMP
635
Financial Management Professionals
Texas
$4K +$362 +6 +10%
HCM
636
Hollencrest Capital Management
California
$3.8K – – –
JWM
637
Janiczek Wealth Management
Colorado
$3.27K – – –
CTB
638
Country Trust Bank
Illinois
$3.04K – – –
BIA
639
Bell Investment Advisors
California
$2.98K -$362 -6 -11%
RI
640
Ridgewood Investments
New Jersey
$2.86K – – –
MCM
641
Manchester Capital Management
Vermont
$2.45K -$2.17K -36 -46%
TAIM
642
TD Ameritrade Investment Management
Nebraska
$2K – – –
VF
643
VitalStone Financial
Texas
$2K +$1.63K +27 New
MCM
644
MV Capital Management
Maryland
$1.99K +$362 +6 +21%
RG
645
Retirement Group
California
$1.99K – – –
TCA
646
Trifecta Capital Advisors
Illinois
$1.46K – – –
Kayne Anderson Rudnick Investment Management
647
Kayne Anderson Rudnick Investment Management
California
$1.4K +$1.45K +24 New
BWM
648
BerganKDV Wealth Management
Minnesota
$1.11K -$22K -365 -95%
DI
649
Disciplined Investments
Oklahoma
$1.11K – – –
BAAM
650
Baker Avenue Asset Management
California
$1.05K +$181 +3 +20%
24 25
26
27 28

EVRG Hedge Fund Activity: Q2 2023 in Review

662 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Evergy (EVRG) for Q2 2023, worth a combined $11.1B — down 5.8% from $11.8B a quarter earlier.

Buyers outnumbered sellers: 59 funds opened new EVRG positions and 46 closed out — a net gain of 13 holders — while 242 added to existing stakes and 231 trimmed.

The largest buyer was Balyasny Asset Management, adding an estimated $67M. The largest seller was Capital International Investors, cutting an estimated $154M.

  • 662 institutional investors held Evergy (EVRG) as of Q2 2023, up from 652 in Q1 2023.
  • Funds reported $11.1B of Evergy stock for Q2 2023, down 5.8% quarter-over-quarter.
  • 59 funds opened new Evergy positions in Q2 2023 and 46 closed out, a net change of +13 holders.
  • The largest Evergy buyer in Q2 2023 was Balyasny Asset Management, an estimated $67M added.
  • The largest Evergy seller in Q2 2023 was Capital International Investors, an estimated $154M sold.

Based on aggregated 13F filings for Q2 2023.