Evergy
EVRG
717 hedge funds and large institutions have $12.3B invested in Evergy in 2024 Q3 according to their latest regulatory filings, with 81 funds opening new positions, 257 increasing their positions, 242 reducing their positions, and 59 closing their positions.
83% more call options, than puts
Call options by funds: $21.9M | Put options by funds: $12M
37% more first-time investments, than exits
New positions opened: 81 | Existing positions closed: 59
19% more capital invested
Capital invested by funds: $10.4B → $12.3B (+$1.94B)
3% more funds holding
Funds holding: 699 → 717 (+18)
2.48% more ownership
Funds ownership: 85.06% → 87.54% (+2.5%)
6% more repeat investments, than reductions
Existing positions increased: 257 | Existing positions reduced: 242
13% less funds holding in top 10
Funds holding in top 10: 8 → 7 (-1)
Top Buyers
| 1 |
PFA
Pathway Financial Advisers
Auburn,
Indiana
|
+$146M |
| 2 |
Cohen & Steers
New York
|
+$114M |
| 3 |
N
Nuveen
Charlotte,
North Carolina
|
+$106M |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
+$66.2M |
| 5 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$54.1M |
Top Sellers
| 1 |
ZP
Zimmer Partners
New York
|
-$98.3M |
| 2 |
ECM
ExodusPoint Capital Management
New York
|
-$57.9M |
| 3 |
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
-$41.5M |
| 4 |
Massachusetts Financial Services
Boston,
Massachusetts
|
-$37.9M |
| 5 |
Marshall Wace
London,
United Kingdom
|
-$27.9M |
EVRG Hedge Fund Activity: Q3 2024 in Review
717 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Evergy (EVRG) for Q3 2024, worth a combined $12.3B — up 19% from $10.4B a quarter earlier.
Buyers outnumbered sellers: 81 funds opened new EVRG positions and 59 closed out — a net gain of 22 holders — while 257 added to existing stakes and 242 trimmed.
The largest buyer was Pathway Financial Advisers, adding an estimated $146M. The largest seller was Zimmer Partners, cutting an estimated $98.3M.
- 717 institutional investors held Evergy (EVRG) as of Q3 2024, up from 699 in Q2 2024.
- Funds reported $12.3B of Evergy stock for Q3 2024, up 19% quarter-over-quarter.
- 81 funds opened new Evergy positions in Q3 2024 and 59 closed out, a net change of +22 holders.
- The largest Evergy buyer in Q3 2024 was Pathway Financial Advisers, an estimated $146M added.
- The largest Evergy seller in Q3 2024 was Zimmer Partners, an estimated $98.3M sold.
Based on aggregated 13F filings for Q3 2024.