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579 hedge funds and large institutions have $11.1B invested in Evergy in 2020 Q2 according to their latest regulatory filings, with 65 funds opening new positions, 152 increasing their positions, 252 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,856% more call options, than puts

Call options by funds: $61.2M | Put options by funds: $3.13M

160% more funds holding in top 10

Funds holding in top 10: 513 (+8)

8% more capital invested

Capital invested by funds: $10.3B → $11.1B (+$813M)

0.18% more ownership

Funds ownership: 82.51%82.69% (+0.18%)

0% more first-time investments, than exits

New positions opened: 65 | Existing positions closed: 65

0% less funds holding

Funds holding: 581579 (-2)

40% less repeat investments, than reductions

Existing positions increased: 152 | Existing positions reduced: 252

Holders
579
Holders Change
-2
Holders Change %
-0.34%
% of All Funds
11.87%
Holding in Top 10
13
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+160%
% of All Funds
0.27%
New
65
Increased
152
Reduced
252
Closed
65
Calls
$61.2M
Puts
$3.13M
Net Calls
+$58.1M
Net Calls Change
+$50.2M
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
51
Bank of America
North Carolina
$45.6M -$7.93M -133,888 -15%
AL
52
AJO LP
Pennsylvania
$45.4M +$37.3M +629,255 +458%
PPA
53
Parametric Portfolio Associates
Washington
$44.2M -$1.58M -26,623 -3%
Neuberger Berman Group
54
Neuberger Berman Group
New York
$43.7M +$5.14M +86,748 +13%
Teacher Retirement System of Texas
55
Teacher Retirement System of Texas
Texas
$42.1M +$306K +5,167 +0.7%
UBS Group
56
UBS Group
Switzerland
$40.6M +$28.5M +480,725 +235%
CM
57
Corvex Management
New York
$37.6M +$37.6M +634,705 New
Wellington Management Group
58
Wellington Management Group
Massachusetts
$36.6M -$13M -218,750 -26%
ORIO
59
Old Republic International (ORI)
Illinois
$35.2M
LSV Asset Management
60
LSV Asset Management
Illinois
$35M +$25.6M +431,975 +274%
Victory Capital Management
61
Victory Capital Management
Texas
$33.3M -$49.3M -832,466 -60%
WRF
62
Waddell & Reed Financial
Kansas
$32.3M +$32.3M +544,559 New
Russell Investments Group
63
Russell Investments Group
United Kingdom
$32.3M -$16.8M -283,743 -34%
GI
64
GAMCO Investors
Connecticut
$31.4M +$2.38M +40,229 +8%
PCA
65
Personal Capital Advisors
California
$31.1M +$459K +7,744 +1%
MAM
66
Martingale Asset Management
Massachusetts
$28.8M -$8.06M -136,126 -22%
VNIM
67
Vaughan Nelson Investment Management
Texas
$28.8M -$7.45M -125,710 -21%
BNP Paribas Financial Markets
68
BNP Paribas Financial Markets
France
$28.3M -$47M -793,013 -62%
AllianceBernstein
69
AllianceBernstein
Tennessee
$27.7M -$856K -14,449 -3%
T. Rowe Price Associates
70
T. Rowe Price Associates
Maryland
$25.7M -$2.7M -45,561 -10%
RhumbLine Advisers
71
RhumbLine Advisers
Massachusetts
$24M -$2.37M -40,027 -9%
VDI
72
Vaughan David Investments
Illinois
$23.5M +$506K +8,545 +2%
California State Teachers Retirement System (CalSTRS)
73
California State Teachers Retirement System (CalSTRS)
California
$23M +$397K +6,699 +2%
New York State Common Retirement Fund
74
New York State Common Retirement Fund
New York
$22.7M -$1.55M -26,123 -6%
New York State Teachers Retirement System (NYSTRS)
75
New York State Teachers Retirement System (NYSTRS)
New York
$22.4M +$227K +3,828 +1%

EVRG Hedge Fund Activity: Q2 2020 in Review

579 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Evergy (EVRG) for Q2 2020, worth a combined $11.1B — up 7.9% from $10.3B a quarter earlier.

Fund positioning in EVRG was balanced in Q2 2020: 65 funds opened new positions, 65 closed out, 152 added to existing stakes and 252 trimmed.

The largest buyer was American Century Companies, adding an estimated $262M. The largest seller was Renaissance Technologies, cutting an estimated $192M.

  • 579 institutional investors held Evergy (EVRG) as of Q2 2020, down from 581 in Q1 2020.
  • Funds reported $11.1B of Evergy stock for Q2 2020, up 7.9% quarter-over-quarter.
  • 65 funds opened new Evergy positions in Q2 2020 and 65 closed out, a net change of 0 holders.
  • The largest Evergy buyer in Q2 2020 was American Century Companies, an estimated $262M added.
  • The largest Evergy seller in Q2 2020 was Renaissance Technologies, an estimated $192M sold.

Based on aggregated 13F filings for Q2 2020.