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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
MSFP
626
Mark Sheptoff Financial Planning
Connecticut
$14.2K
PWMG
627
Private Wealth Management Group
New Jersey
$13.8K +$7.5K +141 +118%
Acadian Asset Management
628
Acadian Asset Management
Massachusetts
$13K -$645K -12,121 -98%
GXJ
629
Global X Japan
Japan
$12.7K -$2.34K -44 -16%
MTIC
630
Missouri Trust & Investment Company
Missouri
$12K
RCM
631
Raleigh Capital Management
North Carolina
$11.9K -$1.22K -23 -9%
EWM
632
Evermay Wealth Management
Virginia
$11.7K
VWWMG
633
Vermillion & White Wealth Management Group
Pennsylvania
$11.1K
C
634
Covestor
United Kingdom
$11K -$11.5K -217 -52%
GKIM
635
GW&K Investment Management
Massachusetts
$11K +$1.86K +35 +21%
AWM
636
Avior Wealth Management
Nebraska
$10.8K -$2.93K -55 -21%
W
637
WealthCollab
Washington
$10.8K -$1.76K -33 -14%
NI
638
NCP Inc
California
$10.6K
CA
639
Clearstead Advisors
Ohio
$10.4K +$9.73K +183 +1,307%
RFG
640
REAP Financial Group
Texas
$10.4K -$1.17K -22 -10%
JWM
641
Janiczek Wealth Management
Colorado
$9.59K +$213 +4 +2%
SWM
642
Sugarloaf Wealth Management
Georgia
$9.32K
CFS
643
CGC Financial Services
Oregon
$8.69K
TWP
644
Triad Wealth Partners
Kansas
$8.63K +$8.67K +163 New
KHC
645
Koesten Hirschmann & Crabtree
Kansas
$8.06K
CAL
646
Capital Advisors Ltd
Ohio
$8K -$585 -11 -7%
PAG
647
Paladin Advisory Group
Iowa
$7.64K
FLPIM
648
F.L. Putnam Investment Management
Massachusetts
$7.1K +$7.13K +134 New
HB
649
Horizon Bancorp
Indiana
$7K
GIA
650
GHP Investment Advisors
Colorado
$6.89K +$6.92K +130 New

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.