We are live on ! Find out more

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
ZIM
51
Zacks Investment Management
Illinois
$37.5M +$393K +6,546 +1%
VDI
52
Vaughan David Investments
Illinois
$35.7M +$877K +14,604 +3%
Amundi
53
Amundi
France
$35.6M -$9.18M -152,799 -22%
ORIO
54
Old Republic International (ORI)
Illinois
$34.3M -$1.71M -28,506 -5%
AQR Capital Management
55
AQR Capital Management
Connecticut
$33.9M +$11.4M +189,409 +54%
GI
56
GAMCO Investors
Connecticut
$33.4M -$255K -4,243 -0.8%
Envestnet Asset Management
57
Envestnet Asset Management
Illinois
$33.3M -$313K -5,218 -1%
Royal Bank of Canada
58
Royal Bank of Canada
Ontario, Canada
$32.7M +$2.39M +39,847 +8%
ECM
59
ExodusPoint Capital Management
New York
$32.7M +$28.8M +478,713 +1,161%
HHAM
60
HITE Hedge Asset Management
Massachusetts
$31.2M +$4.28M +71,255 +17%
Balyasny Asset Management
61
Balyasny Asset Management
Illinois
$29.7M +$28.3M +471,932 New
MAM
62
Martingale Asset Management
Massachusetts
$29.5M -$1.45M -24,091 -5%
Adage Capital Partners
63
Adage Capital Partners
Massachusetts
$28.9M -$4.53M -75,400 -14%
Wellington Management Group
64
Wellington Management Group
Massachusetts
$28.6M -$5.47M -91,013 -17%
JAM
65
Jupiter Asset Management
United Kingdom
$28.2M +$23.3M +388,645 +649%
EAM
66
Eagle Asset Management
Florida
$27.2M +$14.3M +238,058 +123%
TD Asset Management
67
TD Asset Management
Ontario, Canada
$25.7M +$609K +10,148 +3%
Neuberger Berman Group
68
Neuberger Berman Group
New York
$25.6M -$659K -10,972 -3%
Barclays
69
Barclays
United Kingdom
$25.5M +$9.21M +153,287 +61%
BNP Paribas Financial Markets
70
BNP Paribas Financial Markets
France
$25M +$16.5M +273,996 +224%
Canada Pension Plan Investment Board
71
Canada Pension Plan Investment Board
Ontario, Canada
$24.7M +$2.44M +40,595 +12%
COPPSERS
72
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$24.7M +$2.97M +49,390 +14%
Carson Wealth (CWM LLC)
73
Carson Wealth (CWM LLC)
Nebraska
$24.5M +$1.53M +25,479 +7%
EIP
74
Energy Income Partners
Connecticut
$24.5M +$23.4M +389,012 New
RhumbLine Advisers
75
RhumbLine Advisers
Massachusetts
$24.3M +$644K +10,723 +3%

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.