We are live on ! Find out more
EVRG icon

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
SWS
651
SYSTM Wealth Solutions
Illinois
$6.83K
RDFA
652
Ritter Daniher Financial Advisory
Ohio
$6.3K
NSIM
653
North Star Investment Management
Illinois
$6.3K -$7.93K -149 -56%
AP
654
Aspect Partners
Virginia
$6.3K
BIA
655
Bell Investment Advisors
California
$6.14K +$1.06K +20 +21%
AW
656
Avion Wealth
Texas
$6K -$1.17K -22 -15%
TFGT
657
TS Financial Group (TSFG)
Illinois
$6K
CT
658
Caldwell Trust
Florida
$5.99K
GJWM
659
Gilliland Jeter Wealth Management
Arkansas
$5.99K
GI
660
Gradient Investments
Minnesota
$5.93K +$2.77K +52 +87%
SIC
661
Salem Investment Counselors
North Carolina
$5.83K
AA
662
Addison Advisors
Vermont
$5.62K +$5.64K +106 New
NECFA
663
New England Capital Financial Advisors
Connecticut
$5.3K
CAL
664
Capital Analysts LLC
Pennsylvania
$5K +$692 +13 +18%
PWMG
665
Prestige Wealth Management Group
New Jersey
$4.5K +$745 +14 +20%
JWA
666
JFS Wealth Advisors
Pennsylvania
$4.13K +$372 +7 +10%
KC
667
Kepos Capital
New York
$4K -$17.4K -328 -80%
FMP
668
Financial Management Professionals
Texas
$4K
EBA
669
Eagle Bay Advisors
New York
$3.92K +$532 +10 +16%
AAG
670
Armstrong Advisory Group
Massachusetts
$3.55K -$1.65K -31 -32%
HCM
671
Hollencrest Capital Management
California
$3.44K
TCG
672
Transcendent Capital Group
Oklahoma
$3.28K +$3.3K +62 New
RS
673
Rakuten Securities
Japan
$3.02K +$2.93K +55 +2,750%
FFO
674
Fortitude Family Office
Arizona
$2.7K +$2.71K +51 New
RI
675
Ridgewood Investments
New Jersey
$2.6K +$2.61K +49 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.