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650 hedge funds and large institutions have $11.4B invested in Evergy in 2022 Q3 according to their latest regulatory filings, with 68 funds opening new positions, 246 increasing their positions, 203 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

96% more call options, than puts

Call options by funds: $11.2M | Put options by funds: $5.68M

45% more first-time investments, than exits

New positions opened: 68 | Existing positions closed: 47

21% more repeat investments, than reductions

Existing positions increased: 246 | Existing positions reduced: 203

2% more funds holding

Funds holding: 638650 (+12)

0.1% more ownership

Funds ownership: 83.83%83.93% (+0.1%)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

9% less capital invested

Capital invested by funds: $12.5B → $11.4B (-$1.09B)

Holders
650
Holders Change
+12
Holders Change %
+1.88%
% of All Funds
11.2%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
68
Increased
246
Reduced
203
Closed
47
Calls
$11.2M
Puts
$5.68M
Net Calls
+$5.47M
Net Calls Change
-$2.02M
Name Holding Trade Value Shares
Change
Change in
Stake
CIBC World Market
651
CIBC World Market
Ontario, Canada
-$322K -4,932 Closed
TA
652
Townsend & Associates
Colorado
-$320K -4,925 Closed
ACM
653
Aquatic Capital Management
Illinois
-$320K -4,900 Closed
OTL
654
Oak Thistle LLC
New York
-$311K -4,762 Closed
Vontobel Holding
655
Vontobel Holding
Switzerland
-$290K -4,459 Closed
CC
656
Centiva Capital
New York
-$276K -4,230 Closed
FTDI
657
First Trust Direct Indexing
Massachusetts
-$273K -4,180 Closed
FRM
658
Fox Run Management
Connecticut
-$249K -3,816 Closed
WAAG
659
Wealth Alliance Advisory Group
Kansas
-$227K -3,483 Closed
WI
660
WrapManager Inc
California
-$224K -3,428 Closed
UCFA
661
United Capital Financial Advisors
Texas
-$219K -3,362 Closed
TCA
662
Transcend Capital Advisors
New Jersey
-$215K -3,300 Closed
TSS
663
Two Sigma Securities
New York
-$214K -3,279 Closed
WKWM
664
Walter & Keenan Wealth Management
Indiana
-$212K -3,250 Closed
SIA
665
Soltis Investment Advisors
Utah
-$210K -3,212 Closed
H6H
666
Hightower 6M Holding
Kansas
-$210K -3,211 Closed
CFA
667
Compass Financial Advisors
Indiana
-$209K -3,201 Closed
TT
668
TI-Trust
Illinois
-$201K -3,080 Closed
AAS
669
Ameritas Advisory Services
Nebraska
-$200K -3,070 Closed
Skandinaviska Enskilda Banken (SEB)
670
Skandinaviska Enskilda Banken (SEB)
Sweden
-$150K -2,293 Closed
CI
671
CX Institutional
Indiana
-$90K -1,373 Closed
FBT
672
First Bank & Trust
South Dakota
-$38K -583 Closed
CA
673
CoreCap Advisors
Michigan
-$32K -497 Closed
LSA
674
Lansing Street Advisors
Pennsylvania
-$24K -364 Closed
VCM
675
Vigilant Capital Management
Maine
-$23K -350 Closed

EVRG Hedge Fund Activity: Q3 2022 in Review

650 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Evergy (EVRG) for Q3 2022, worth a combined $11.4B — down 8.7% from $12.5B a quarter earlier.

Buyers outnumbered sellers: 68 funds opened new EVRG positions and 47 closed out — a net gain of 21 holders — while 246 added to existing stakes and 203 trimmed.

The largest buyer was Capital International Investors, adding an estimated $109M. The largest seller was Citadel Advisors, cutting an estimated $104M.

  • 650 institutional investors held Evergy (EVRG) as of Q3 2022, up from 638 in Q2 2022.
  • Funds reported $11.4B of Evergy stock for Q3 2022, down 8.7% quarter-over-quarter.
  • 68 funds opened new Evergy positions in Q3 2022 and 47 closed out, a net change of +21 holders.
  • The largest Evergy buyer in Q3 2022 was Capital International Investors, an estimated $109M added.
  • The largest Evergy seller in Q3 2022 was Citadel Advisors, an estimated $104M sold.

Based on aggregated 13F filings for Q3 2022.