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Evergy
EVRG

592 hedge funds and large institutions have $10.4B invested in Evergy in 2020 Q4 according to their latest regulatory filings, with 104 funds opening new positions, 174 increasing their positions, 227 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed

58% more first-time investments, than exits

New positions opened: 104 | Existing positions closed: 66

40% more call options, than puts

Call options by funds: $7.93M | Put options by funds: $5.67M

13% more capital invested

Capital invested by funds: $9.27B → $10.4B (+$1.17B)

6% more funds holding

Funds holding: 561 → 592 (+31)

2.01% more ownership

Funds ownership: 81.01% → 83.02% (+2%)

0% more funds holding in top 10

Funds holding in top 10: 6 → 6 (0)

23% less repeat investments, than reductions

Existing positions increased: 174 | Existing positions reduced: 227

Holders
592
Holders Change
+31
Holders Change %
+5.53%
% of All Funds
10.48%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.11%
New
104
Increased
174
Reduced
227
Closed
66
Calls
$7.93M
Puts
$5.67M
Net Calls
+$2.26M
Net Calls Change
+$15.2M

Top Buyers

Rank Fund Capital Flow
1
EIM
Elliott Investment Management
Florida
+$578M
2
PAMU
Pictet Asset Management (UK)
United Kingdom
+$264M
3
Citadel Advisors
Citadel Advisors
Florida
+$110M
4
MAM
Magellan Asset Management
Australia
+$104M
5
Millennium Management
Millennium Management
New York
+$69.5M

Top Sellers

Rank Fund Capital Flow
1
CS
Credit Suisse
Switzerland
-$127M
2
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
-$126M
3
Goldman Sachs
Goldman Sachs
New York
-$109M
4
BlackRock
BlackRock
New York
-$89.8M
5
Boston Partners
Boston Partners
Massachusetts
-$68.9M
Name Holding Trade Value Shares
Change 		Change in
Stake
HR
651
Howe & Rusling
New York
– -$1K -23 Closed
HFS
652
HBC Financial Services
Washington
– -$1K -10 Closed
FMP
653
Financial Management Professionals
Texas
– +$165 +3 New
FGAM
654
Financial Gravity Asset Management
Texas
– +$219 +4 New
CWC
655
Carolinas Wealth Consulting
North Carolina
– +$274 +5 New
LWM
656
Liberty Wealth Management
California
– +$384 +7 New
SWA
657
SOA Wealth Advisors
New York
– +$439 +8 New
23 24 25 26
27

EVRG Hedge Fund Activity: Q4 2020 in Review

592 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Evergy (EVRG) for Q4 2020, worth a combined $10.4B — up 13% from $9.27B a quarter earlier.

Buyers outnumbered sellers: 104 funds opened new EVRG positions and 66 closed out — a net gain of 38 holders — while 174 added to existing stakes and 227 trimmed.

The largest buyer was Elliott Investment Management, opening a new position worth an estimated $578M. The largest seller was Credit Suisse, cutting an estimated $127M.

  • 592 institutional investors held Evergy (EVRG) as of Q4 2020, up from 561 in Q3 2020.
  • Funds reported $10.4B of Evergy stock for Q4 2020, up 13% quarter-over-quarter.
  • 104 funds opened new Evergy positions in Q4 2020 and 66 closed out, a net change of +38 holders.
  • The largest Evergy buyer in Q4 2020 was Elliott Investment Management, an estimated $578M added.
  • The largest Evergy seller in Q4 2020 was Credit Suisse, an estimated $127M sold.

Based on aggregated 13F filings for Q4 2020.