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588 hedge funds and large institutions have $12.1B invested in Evergy in 2018 Q4 according to their latest regulatory filings, with 86 funds opening new positions, 176 increasing their positions, 224 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

69% more first-time investments, than exits

New positions opened: 86 | Existing positions closed: 51

22% more funds holding in top 10

Funds holding in top 10: 911 (+2)

5% more funds holding

Funds holding: 558588 (+30)

0.25% more ownership

Funds ownership: 81.26%81.51% (+0.25%)

0% more capital invested

Capital invested by funds: $12.1B → $12.1B (+$10M)

21% less repeat investments, than reductions

Existing positions increased: 176 | Existing positions reduced: 224

Holders
588
Holders Change
+30
Holders Change %
+5.38%
% of All Funds
13.1%
Holding in Top 10
11
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+22.22%
% of All Funds
0.25%
New
86
Increased
176
Reduced
224
Closed
51
Calls
$744K
Puts
Net Calls
+$744K
Net Calls Change
-$3.52M
Name Holding Trade Value Shares
Change
Change in
Stake
Russell Investments Group
51
Russell Investments Group
United Kingdom
$40.6M -$5.56M -96,298 -12%
BC
52
Brookfield Corp
Ontario, Canada
$40.2M +$31.8M +550,334 +349%
TCIM
53
TIAA CREF Investment Management
New York
$39.6M -$683K -11,836 -2%
ORIO
54
Old Republic International (ORI)
Illinois
$39.1M
Canada Pension Plan Investment Board
55
Canada Pension Plan Investment Board
Ontario, Canada
$38.8M +$31.3M +541,784 +381%
Royal Bank of Canada
56
Royal Bank of Canada
Ontario, Canada
$38.6M -$1.95M -33,735 -5%
CIC
57
Crawford Investment Counsel
Georgia
$38.2M +$38.8M +672,840 New
D.E. Shaw & Co
58
D.E. Shaw & Co
New York
$37.6M -$67.5M -1,169,411 -64%
Allianz Asset Management
59
Allianz Asset Management
Germany
$34.4M +$21.5M +372,132 +160%
O
60
OppenheimerFunds
New York
$33.9M +$985K +17,064 +3%
Asset Management One
61
Asset Management One
Japan
$33.8M -$1.85M -32,098 -5%
N
62
Nuveen
North Carolina
$33.4M +$12.8M +221,873 +61%
Wellington Management Group
63
Wellington Management Group
Massachusetts
$32.9M +$3.87M +67,105 +13%
BC
64
Blackstart Capital
New York
$32.6M +$12.5M +216,665 +61%
PPA
65
Parametric Portfolio Associates
Washington
$32.5M +$2.98M +51,684 +10%
CS
66
Credit Suisse
Switzerland
$31.4M +$1.18M +20,416 +4%
Man Group
67
Man Group
United Kingdom
$30.1M +$19.6M +340,318 +179%
Hotchkis & Wiley Capital Management
68
Hotchkis & Wiley Capital Management
California
$29.8M -$34.6K -600 -0.1%
New York State Common Retirement Fund
69
New York State Common Retirement Fund
New York
$29.8M -$999K -17,300 -3%
RhumbLine Advisers
70
RhumbLine Advisers
Massachusetts
$29.7M +$912K +15,793 +3%
Retirement Systems of Alabama
71
Retirement Systems of Alabama
Alabama
$29.5M
GI
72
GAMCO Investors
Connecticut
$29.4M -$6.57M -113,866 -18%
Ameriprise
73
Ameriprise
Minnesota
$28.5M -$3.97M -68,860 -12%
Squarepoint
74
Squarepoint
New York
$27.2M +$22.3M +386,642 +419%
Wells Fargo
75
Wells Fargo
California
$25.8M -$513K -8,882 -2%

EVRG Hedge Fund Activity: Q4 2018 in Review

588 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Evergy (EVRG) for Q4 2018, worth a combined $12.1B — up 0.08% from $12.1B a quarter earlier.

Buyers outnumbered sellers: 86 funds opened new EVRG positions and 51 closed out — a net gain of 35 holders — while 176 added to existing stakes and 224 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $157M. The largest seller was Millennium Management, cutting an estimated $163M.

  • 588 institutional investors held Evergy (EVRG) as of Q4 2018, up from 558 in Q3 2018.
  • Funds reported $12.1B of Evergy stock for Q4 2018, up 0.08% quarter-over-quarter.
  • 86 funds opened new Evergy positions in Q4 2018 and 51 closed out, a net change of +35 holders.
  • The largest Evergy buyer in Q4 2018 was JP Morgan Chase, an estimated $157M added.
  • The largest Evergy seller in Q4 2018 was Millennium Management, an estimated $163M sold.

Based on aggregated 13F filings for Q4 2018.