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686 hedge funds and large institutions have $12.3B invested in Evergy in 2022 Q4 according to their latest regulatory filings, with 103 funds opening new positions, 260 increasing their positions, 223 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

195% more call options, than puts

Call options by funds: $11.2M | Put options by funds: $3.81M

125% more funds holding in top 10

Funds holding in top 10: 49 (+5)

106% more first-time investments, than exits

New positions opened: 103 | Existing positions closed: 50

17% more repeat investments, than reductions

Existing positions increased: 260 | Existing positions reduced: 223

8% more capital invested

Capital invested by funds: $11.4B → $12.3B (+$869M)

6% more funds holding

Funds holding: 650686 (+36)

1.02% less ownership

Funds ownership: 83.93%82.91% (-1%)

Holders
686
Holders Change
+36
Holders Change %
+5.54%
% of All Funds
11.03%
Holding in Top 10
9
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+125%
% of All Funds
0.14%
New
103
Increased
260
Reduced
223
Closed
50
Calls
$11.2M
Puts
$3.81M
Net Calls
+$7.42M
Net Calls Change
+$1.95M
Name Holding Trade Value Shares
Change
Change in
Stake
SFG
651
Steward Financial Group
Texas
$3K +$3.3K +55 New
RTL
652
Red Tortoise LLC
Georgia
$2.9K +$2.76K +46 New
HFM
653
Hartford Financial Management
Connecticut
$2.77K
TAIM
654
TD Ameritrade Investment Management
Nebraska
$2K -$360 -6 -13%
TFA
655
Transamerica Financial Advisors
Florida
$2K -$120 -2 -10%
RG
656
Retirement Group
California
$2K +$2.04K +34 New
DSC
657
Duncker Streett & Co
Missouri
$1.95K
CFO
658
CVA Family Office
Colorado
$1.89K -$24K -400 -93%
SC
659
Schubert & Co
Texas
$1.64K -$1.44K -24 -48%
AF
660
Affiance Financial
Minnesota
$1.57K +$1.5K +25 New
TCA
661
Trifecta Capital Advisors
Illinois
$1.57K +$1.5K +25 New
DI
662
Disciplined Investments
Oklahoma
$1.51K -$541 -9 -27%
CA
663
Crewe Advisors
Utah
$1.45K -$19.4K -323 -93%
MPCL
664
My Personal CFO LLC
Washington
$1.45K +$1.38K +23 New
MCM
665
MV Capital Management
Maryland
$1.38K -$1.86K -31 -58%
BWM
666
BerganKDV Wealth Management
Minnesota
$1.2K +$180 +3 +19%
SIC
667
SJS Investment Consulting
Ohio
$1.2K +$541 +9 +90%
AWM
668
Abound Wealth Management
Tennessee
$1.13K
APF
669
Alaska Permanent Fund
Alaska
$1K -$2.22K -37 -76%
PPC
670
Park Place Capital
Alabama
$1K +$1.32K +22 New
BCMLT
671
Beacon Capital Management LLC (Tennessee)
Tennessee
$944 -$6.07K -101 -87%
CB
672
CNB Bank
Pennsylvania
$944
HWMA
673
Heritage Wealth Management (Arizona)
Arizona
$881 +$420 +7 +100%
TCWA
674
Ten Capital Wealth Advisors
Washington
$818 -$2.4K -40 -75%
SCA
675
Stonebridge Capital Advisors
Minnesota
$755

EVRG Hedge Fund Activity: Q4 2022 in Review

686 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Evergy (EVRG) for Q4 2022, worth a combined $12.3B — up 7.6% from $11.4B a quarter earlier.

Buyers outnumbered sellers: 103 funds opened new EVRG positions and 50 closed out — a net gain of 53 holders — while 260 added to existing stakes and 223 trimmed.

The largest buyer was Millennium Management, adding an estimated $172M. The largest seller was Capital International Investors, cutting an estimated $807M.

  • 686 institutional investors held Evergy (EVRG) as of Q4 2022, up from 650 in Q3 2022.
  • Funds reported $12.3B of Evergy stock for Q4 2022, up 7.6% quarter-over-quarter.
  • 103 funds opened new Evergy positions in Q4 2022 and 50 closed out, a net change of +53 holders.
  • The largest Evergy buyer in Q4 2022 was Millennium Management, an estimated $172M added.
  • The largest Evergy seller in Q4 2022 was Capital International Investors, an estimated $807M sold.

Based on aggregated 13F filings for Q4 2022.