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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
Arrowstreet Capital
701
Arrowstreet Capital
Massachusetts
-$740K -12,461 Closed
AI
702
Atom Investors
Texas
-$667K -11,232 Closed
Walleye Trading
703
Walleye Trading
New York
-$665K -11,066 Closed
PHK
704
Point72 Hong Kong
Hong Kong
-$633K -10,660 Closed
PAG
705
Private Advisor Group
New Jersey
-$505K -8,497 Closed
BCV
706
Banque Cantonale Vaudoise
Switzerland
-$434K -7,300 Closed
OQS
707
Occudo Quantitative Strategies
Florida
-$382K -6,435 Closed
FWP
708
FAS Wealth Partners
Kansas
-$341K -5,748 Closed
DA
709
Duality Advisers
Florida
-$316K -5,313 Closed
TL
710
Tradewinds LLC
North Carolina
-$226K -3,813 Closed
GCP
711
GSA Capital Partners
United Kingdom
-$217K -3,645 Closed
FEM
712
Fulcrum Equity Management
Texas
-$213K -3,589 Closed
BAM
713
Blueshift Asset Management
New Jersey
-$210K -3,528 Closed
HCM
714
Huber Capital Management
California
-$104K -1,758 Closed
GWSG
715
GPS Wealth Strategies Group
Colorado
-$82K -1,388 Closed
SWM
716
Selective Wealth Management
Virginia
-$81K -1,364 Closed
CL
717
COWA LLC
Oklahoma
-$71K -1,196 Closed
MIP
718
Mondrian Investment Partners
United Kingdom
-$57 -966 Closed
TIM
719
Tevis Investment Management
Texas
-$42K -701 Closed
WFA
720
West Financial Advisors
Iowa
-$40K -681 Closed
BBHC
721
Brown Brothers Harriman & Co
New York
-$30K -497 Closed
KFAA
722
Klaas Financial Asset Advisors
Illinois
-$24K -412 Closed
EIP
723
Ellis Investment Partners
Pennsylvania
-$19K -328 Closed
M1FG
724
Mach-1 Financial Group
Arkansas
-$16K -270 Closed
AIP
725
Almanack Investment Partners
Pennsylvania
-$14K -232 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.