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650 hedge funds and large institutions have $11.4B invested in Evergy in 2022 Q3 according to their latest regulatory filings, with 68 funds opening new positions, 246 increasing their positions, 203 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

96% more call options, than puts

Call options by funds: $11.2M | Put options by funds: $5.68M

45% more first-time investments, than exits

New positions opened: 68 | Existing positions closed: 47

21% more repeat investments, than reductions

Existing positions increased: 246 | Existing positions reduced: 203

2% more funds holding

Funds holding: 638650 (+12)

0.1% more ownership

Funds ownership: 83.83%83.93% (+0.1%)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

9% less capital invested

Capital invested by funds: $12.5B → $11.4B (-$1.09B)

Holders
650
Holders Change
+12
Holders Change %
+1.88%
% of All Funds
11.2%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
68
Increased
246
Reduced
203
Closed
47
Calls
$11.2M
Puts
$5.68M
Net Calls
+$5.47M
Net Calls Change
-$2.02M
Name Holding Trade Value Shares
Change
Change in
Stake
GI
51
GAMCO Investors
Connecticut
$31.8M -$1.77M -26,273 -5%
Adage Capital Partners
52
Adage Capital Partners
Massachusetts
$31.7M -$343K -5,100 -0.9%
MAM
53
Martingale Asset Management
Massachusetts
$29.3M -$249K -3,694 -0.7%
American Century Companies
54
American Century Companies
Missouri
$28.6M -$17.1M -253,628 -35%
Royal Bank of Canada
55
Royal Bank of Canada
Ontario, Canada
$28.5M -$2.95M -43,857 -8%
Goldman Sachs
56
Goldman Sachs
New York
$27.9M +$1.18M +17,508 +4%
CAPTRUST Financial Advisors
57
CAPTRUST Financial Advisors
North Carolina
$26.2M +$8.99M +133,555 +43%
HHAM
58
HITE Hedge Asset Management
Massachusetts
$25.2M +$14.9M +221,221 +109%
Neuberger Berman Group
59
Neuberger Berman Group
New York
$24.8M -$412K -6,130 -1%
TD Asset Management
60
TD Asset Management
Ontario, Canada
$24.1M +$479K +7,115 +2%
AllianceBernstein
61
AllianceBernstein
Tennessee
$23.3M +$1.2M +17,875 +5%
Deutsche Bank
62
Deutsche Bank
Germany
$22.3M -$2.71M -40,304 -10%
RhumbLine Advisers
63
RhumbLine Advisers
Massachusetts
$22.3M +$1.21M +18,001 +5%
National Pension Service
64
National Pension Service
South Korea
$21.7M -$444K -6,602 -2%
Carson Wealth (CWM LLC)
65
Carson Wealth (CWM LLC)
Nebraska
$21.6M +$660K +9,809 +3%
California State Teachers Retirement System (CalSTRS)
66
California State Teachers Retirement System (CalSTRS)
California
$21.4M -$345K -5,134 -1%
Russell Investments Group
67
Russell Investments Group
United Kingdom
$21.4M +$2.89M +42,960 +14%
Canada Pension Plan Investment Board
68
Canada Pension Plan Investment Board
Ontario, Canada
$20.9M -$1.42M -21,100 -6%
AQR Capital Management
69
AQR Capital Management
Connecticut
$20.7M +$5.23M +77,802 +29%
COPPSERS
70
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$20.4M +$4.2M +62,425 +22%
RCM
71
RNC Capital Management
California
$20.4M +$1.27M +18,870 +6%
Thrivent Financial for Lutherans
72
Thrivent Financial for Lutherans
Minnesota
$19.2M +$19.5M +289,100 +838%
State Board of Administration of Florida Retirement System
73
State Board of Administration of Florida Retirement System
Florida
$18.9M -$915K -13,602 -4%
Point72 Asset Management
74
Point72 Asset Management
Connecticut
$18.9M +$21.4M +318,700 New
Principal Financial Group
75
Principal Financial Group
Iowa
$18.1M +$1.07M +15,962 +6%

EVRG Hedge Fund Activity: Q3 2022 in Review

650 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Evergy (EVRG) for Q3 2022, worth a combined $11.4B — down 8.7% from $12.5B a quarter earlier.

Buyers outnumbered sellers: 68 funds opened new EVRG positions and 47 closed out — a net gain of 21 holders — while 246 added to existing stakes and 203 trimmed.

The largest buyer was Capital International Investors, adding an estimated $109M. The largest seller was Citadel Advisors, cutting an estimated $104M.

  • 650 institutional investors held Evergy (EVRG) as of Q3 2022, up from 638 in Q2 2022.
  • Funds reported $11.4B of Evergy stock for Q3 2022, down 8.7% quarter-over-quarter.
  • 68 funds opened new Evergy positions in Q3 2022 and 47 closed out, a net change of +21 holders.
  • The largest Evergy buyer in Q3 2022 was Capital International Investors, an estimated $109M added.
  • The largest Evergy seller in Q3 2022 was Citadel Advisors, an estimated $104M sold.

Based on aggregated 13F filings for Q3 2022.