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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
DWA
676
Delos Wealth Advisors
Texas
$692
BAAM
677
Baker Avenue Asset Management
California
$629 +$601 +10 New
MYAM
678
Meiji Yasuda Asset Management
Japan
$587 +$13.2K +220 +2%
SWA
679
SOA Wealth Advisors
New York
$503
CWC
680
Carolinas Wealth Consulting
North Carolina
$441
CS
681
Comerica Securities
Michigan
$378 +$360 +6 New
TWD
682
True Wealth Design
Ohio
$378 +$360 +6 New
WA
683
WestEnd Advisors
North Carolina
$315 +$60 +1 +25%
WIM
684
Westside Investment Management
California
$73
Jennison Associates
685
Jennison Associates
New York
-$62.8M -1,056,593 Closed
Qube Research & Technologies (QRT)
686
Qube Research & Technologies (QRT)
United Kingdom
-$10.2M -171,049 Closed
CCMD
687
Cypress Capital Management (Delaware)
Delaware
-$8.81M -148,300 Closed
CSCSIM
688
Clear Sky Carbon Solutions Investment Management
Texas
-$6.65M -112,000 Closed
NA
689
Navellier & Associates
Nevada
-$3.45M -58,095 Closed
N
690
Natixis
France
-$3.18M -53,547 Closed
IAN
691
Integrated Advisors Network
Texas
-$3.17M -53,290 Closed
BFM
692
Boothbay Fund Management
New York
-$2.95M -49,620 Closed
Tudor Investment Corp
693
Tudor Investment Corp
Connecticut
-$2.28M -38,329 Closed
Jane Street
694
Jane Street
New York
-$1.6M -26,695 Closed
TCM
695
Teza Capital Management
Illinois
-$1.39M -23,463 Closed
UOC
696
UBS O'Connor
Illinois
-$1.29M -21,698 Closed
E
697
Ergoteles
New York
-$1.17M -19,652 Closed
MF
698
Magnetar Financial
Illinois
-$914K -15,380 Closed
ACM
699
AlphaStar Capital Management
North Carolina
-$882K -14,850 Closed
NP
700
Ninepoint Partners
Ontario, Canada
-$762K -12,827 Closed

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.