Evergy
EVRG
692 hedge funds and large institutions have $10.4B invested in Evergy in 2024 Q1 according to their latest regulatory filings, with 68 funds opening new positions, 246 increasing their positions, 260 reducing their positions, and 72 closing their positions.
2% less capital invested
Capital invested by funds: $10.6B → $10.4B (-$221M)
5% less repeat investments, than reductions
Existing positions increased: 246 | Existing positions reduced: 260
6% less first-time investments, than exits
New positions opened: 68 | Existing positions closed: 72
2% less funds holding
Funds holding: 704 → 692 (-12)
3.5% less ownership
Funds ownership: 88.58% → 85.08% (-3.5%)
33% less funds holding in top 10
Funds holding in top 10: 6 → 4 (-2)
76% less call options, than puts
Call options by funds: $15.9M | Put options by funds: $65.2M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
State Street
Boston,
Massachusetts
|
+$178M |
| 2 |
ZP
Zimmer Partners
New York
|
+$105M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$65.9M |
| 4 |
Verition Fund Management
Greenwich,
Connecticut
|
+$54.9M |
| 5 |
Invesco
Atlanta,
Georgia
|
+$53.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$157M |
| 2 |
MAM
Magellan Asset Management
Sydney,
Australia
|
-$144M |
| 3 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$131M |
| 4 |
BlackRock
New York
|
-$59.9M |
| 5 |
Fidelity Investments
Boston,
Massachusetts
|
-$56.6M |
EVRG Hedge Fund Activity: Q1 2024 in Review
692 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Evergy (EVRG) for Q1 2024, worth a combined $10.4B — down 2.1% from $10.6B a quarter earlier.
Sellers outnumbered buyers: 72 funds closed out of EVRG and 68 opened new positions — a net loss of 4 holders — while 260 trimmed existing stakes and 246 added.
The largest buyer was State Street, adding an estimated $178M. The largest seller was Morgan Stanley, cutting an estimated $157M.
- 692 institutional investors held Evergy (EVRG) as of Q1 2024, down from 704 in Q4 2023.
- Funds reported $10.4B of Evergy stock for Q1 2024, down 2.1% quarter-over-quarter.
- 68 funds opened new Evergy positions in Q1 2024 and 72 closed out, a net change of -4 holders.
- The largest Evergy buyer in Q1 2024 was State Street, an estimated $178M added.
- The largest Evergy seller in Q1 2024 was Morgan Stanley, an estimated $157M sold.
Based on aggregated 13F filings for Q1 2024.