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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
PIS
676
POM Investment Strategies
North Carolina
$2.45K
ATPW
677
Ashton Thomas Private Wealth
Arizona
$2.38K +$2.39K +45 New
TFM
678
TFC Financial Management
Massachusetts
$1.7K
MA
679
MCF Advisors
Kentucky
$1.22K
DF
680
Dunhill Financial
United Kingdom
$1.19K +$266 +5 +28%
SIC
681
SJS Investment Consulting
Ohio
$1.01K +$266 +5 +36%
DPW
682
DiNuzzo Private Wealth
Pennsylvania
$954 +$426 +8 +80%
OWA
683
Opal Wealth Advisors
New York
$954 +$958 +18 New
FW
684
Fairway Wealth
Ohio
$900 +$904 +17 New
CJ
685
Caitlin John
Michigan
$707
CAM
686
ClariVest Asset Management
California
$639 +$106 +2 +20%
MCM
687
Manchester Capital Management
Vermont
$636
SSB
688
Sandy Spring Bank
Maryland
$636
IC
689
Innealta Capital
Texas
$583 +$585 +11 New
OCM
690
Orion Capital Management
California
$530
WIA
691
Wetzel Investment Advisors
Indiana
$480 -$12.7K -238 -96%
TWD
692
True Wealth Design
Ohio
$477 +$53 +1 +13%
CPA
693
Clear Point Advisors
New York
$424
Kayne Anderson Rudnick Investment Management
694
Kayne Anderson Rudnick Investment Management
California
$265 -$1.28K -24 -83%
CP
695
Castleview Partners
Texas
$212
WA
696
WestEnd Advisors
North Carolina
$159 -$53 -1 -25%
HIA
697
Harbor Investment Advisory
Maryland
$159 +$160 +3 New
VWM
698
Valley Wealth Managers
New Jersey
$52 +$53 +1 New
FFA
699
Frazier Financial Advisors
Ohio
$5
DWM
700
Dogwood Wealth Management
Kansas
$1

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.