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Evergy

592 hedge funds and large institutions have $10.4B invested in Evergy in 2020 Q4 according to their latest regulatory filings, with 104 funds opening new positions, 174 increasing their positions, 227 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed

58% more first-time investments, than exits

New positions opened: 104 | Existing positions closed: 66

40% more call options, than puts

Call options by funds: $7.93M | Put options by funds: $5.67M

13% more capital invested

Capital invested by funds: $9.27B → $10.4B (+$1.17B)

6% more funds holding

Funds holding: 561592 (+31)

2.01% more ownership

Funds ownership: 81.01%83.02% (+2%)

0% more funds holding in top 10

Funds holding in top 10: 66 (0)

23% less repeat investments, than reductions

Existing positions increased: 174 | Existing positions reduced: 227

Holders
592
Holders Change
+31
Holders Change %
+5.53%
% of All Funds
10.48%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.11%
New
104
Increased
174
Reduced
227
Closed
66
Calls
$7.93M
Puts
$5.67M
Net Calls
+$2.26M
Net Calls Change
+$15.2M
Name Holding Trade Value Shares
Change
Change in
Stake
Jennison Associates
51
Jennison Associates
New York
$33.4M +$33M +601,518 New
ORIO
52
Old Republic International (ORI)
Illinois
$33M
Wellington Management Group
53
Wellington Management Group
Massachusetts
$32.2M -$1.19M -21,722 -4%
PCA
54
Personal Capital Advisors
California
$32M +$2.99M +54,548 +10%
AQR Capital Management
55
AQR Capital Management
Connecticut
$32M +$8.53M +155,470 +36%
JP Morgan Chase
56
JP Morgan Chase
New York
$31.5M -$4.96M -90,326 -14%
PPA
57
Parametric Portfolio Associates
Washington
$30.7M +$1.82M +33,251 +6%
CTA
58
Carillon Tower Advisers
Florida
$30.7M +$14.4M +261,637 +90%
GI
59
GAMCO Investors
Connecticut
$29.9M -$259K -4,725 -0.9%
Nisa Investment Advisors
60
Nisa Investment Advisors
Missouri
$29.1M +$25.3M +460,263 +725%
Neuberger Berman Group
61
Neuberger Berman Group
New York
$28M +$3.06M +55,838 +12%
RCM
62
RNC Capital Management
California
$27.2M +$164K +2,992 +0.6%
Nomura Holdings
63
Nomura Holdings
Japan
$26.6M +$11.2M +204,325 +74%
Russell Investments Group
64
Russell Investments Group
United Kingdom
$26.1M -$7.75M -141,263 -23%
VDI
65
Vaughan David Investments
Illinois
$25M +$2.11M +38,474 +9%
PI
66
PineBridge Investments
New York
$24.7M +$659K +12,015 +3%
VNIM
67
Vaughan Nelson Investment Management
Texas
$23.4M +$1.55M +28,321 +7%
Deutsche Bank
68
Deutsche Bank
Germany
$23.4M -$23.2M -422,063 -50%
Goldman Sachs
69
Goldman Sachs
New York
$22.9M -$109M -1,991,699 -83%
T. Rowe Price Associates
70
T. Rowe Price Associates
Maryland
$22.1M -$1.15M -20,913 -5%
California State Teachers Retirement System (CalSTRS)
71
California State Teachers Retirement System (CalSTRS)
California
$22M -$42.1K -767 -0.2%
RhumbLine Advisers
72
RhumbLine Advisers
Massachusetts
$21.2M -$367K -6,684 -2%
AAMU
73
Amundi Asset Management US
Massachusetts
$20.2M +$7.9M +143,948 +65%
Carson Wealth (CWM LLC)
74
Carson Wealth (CWM LLC)
Nebraska
$20.2M
AllianceBernstein
75
AllianceBernstein
Tennessee
$19.9M +$2.14M +38,963 +12%

EVRG Hedge Fund Activity: Q4 2020 in Review

592 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Evergy (EVRG) for Q4 2020, worth a combined $10.4B — up 13% from $9.27B a quarter earlier.

Buyers outnumbered sellers: 104 funds opened new EVRG positions and 66 closed out — a net gain of 38 holders — while 174 added to existing stakes and 227 trimmed.

The largest buyer was Elliott Investment Management, opening a new position worth an estimated $578M. The largest seller was Credit Suisse, cutting an estimated $127M.

  • 592 institutional investors held Evergy (EVRG) as of Q4 2020, up from 561 in Q3 2020.
  • Funds reported $10.4B of Evergy stock for Q4 2020, up 13% quarter-over-quarter.
  • 104 funds opened new Evergy positions in Q4 2020 and 66 closed out, a net change of +38 holders.
  • The largest Evergy buyer in Q4 2020 was Elliott Investment Management, an estimated $578M added.
  • The largest Evergy seller in Q4 2020 was Credit Suisse, an estimated $127M sold.

Based on aggregated 13F filings for Q4 2020.