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699 hedge funds and large institutions have $10.4B invested in Evergy in 2024 Q2 according to their latest regulatory filings, with 83 funds opening new positions, 266 increasing their positions, 231 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 48 (+4)

30% more first-time investments, than exits

New positions opened: 83 | Existing positions closed: 64

15% more repeat investments, than reductions

Existing positions increased: 266 | Existing positions reduced: 231

1% more funds holding

Funds holding: 692699 (+7)

0.02% less ownership

Funds ownership: 85.08%85.06% (-0.02%)

0% less capital invested

Capital invested by funds: $10.4B → $10.4B (-$37.4M)

39% less call options, than puts

Call options by funds: $17.5M | Put options by funds: $28.8M

Holders
699
Holders Change
+7
Holders Change %
+1.01%
% of All Funds
10.1%
Holding in Top 10
8
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+100%
% of All Funds
0.12%
New
83
Increased
266
Reduced
231
Closed
64
Calls
$17.5M
Puts
$28.8M
Net Calls
-$11.2M
Net Calls Change
+$38M
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of Montreal
51
Bank of Montreal
Ontario, Canada
$43.1M -$6.91M -129,858 -14%
Thrivent Financial for Lutherans
52
Thrivent Financial for Lutherans
Minnesota
$39.4M -$590K -11,089 -1%
RCM
53
RNC Capital Management
California
$39.2M +$1.93M +36,272 +5%
Manulife (Manufacturers Life Insurance)
54
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$39.1M +$908K +17,074 +2%
BNP Paribas Financial Markets
55
BNP Paribas Financial Markets
France
$37.4M -$372K -6,987 -1%
Swiss National Bank
56
Swiss National Bank
Switzerland
$36M -$410K -7,700 -1%
Allianz Asset Management
57
Allianz Asset Management
Germany
$34.6M -$3.61M -67,912 -9%
CAPTRUST Financial Advisors
58
CAPTRUST Financial Advisors
North Carolina
$34M +$1.76M +33,106 +5%
Adage Capital Partners
59
Adage Capital Partners
Massachusetts
$32.2M -$5.57M -104,700 -15%
APG Asset Management
60
APG Asset Management
Netherlands
$29.2M -$22M -413,974 -41%
CIMLRA
61
CBRE Investment Management Listed Real Assets
Pennsylvania
$28.6M +$28.8M +540,785 New
Deutsche Bank
62
Deutsche Bank
Germany
$28.5M -$742K -13,940 -3%
YCM
63
Yaupon Capital Management
New York
$28M -$2.41M -45,240 -8%
Marshall Wace
64
Marshall Wace
United Kingdom
$27.9M +$28M +526,995 New
Sumitomo Mitsui Trust Group
65
Sumitomo Mitsui Trust Group
Japan
$26.5M -$2.5M -47,059 -9%
AT
66
AMF Tjänstepension
Sweden
$26.4M +$26.5M +498,730 New
Hudson Bay Capital Management
67
Hudson Bay Capital Management
Connecticut
$25.4M -$1.92M -36,125 -7%
Cohen & Steers
68
Cohen & Steers
New York
$25.1M
GC
69
Guggenheim Capital
Illinois
$24.4M -$935K -17,572 -4%
CC
70
Covalis Capital
United Kingdom
$24.3M +$24.4M +458,197 New
CIBC Private Wealth Group
71
CIBC Private Wealth Group
Georgia
$23.9M +$6.88M +129,370 +40%
COPPSERS
72
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$23.7M +$14.7K +277 +0.1%
Russell Investments Group
73
Russell Investments Group
United Kingdom
$23.7M +$1.02M +19,124 +4%
Barclays
74
Barclays
United Kingdom
$23.3M -$13.1M -247,174 -36%
AA
75
ALPS Advisors
Colorado
$22.6M -$1.07M -20,180 -5%

EVRG Hedge Fund Activity: Q2 2024 in Review

699 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Evergy (EVRG) for Q2 2024, worth a combined $10.4B — down 0.36% from $10.4B a quarter earlier.

Buyers outnumbered sellers: 83 funds opened new EVRG positions and 64 closed out — a net gain of 19 holders — while 266 added to existing stakes and 231 trimmed.

The largest buyer was Zimmer Partners, adding an estimated $187M. The largest seller was Point72 Asset Management, cutting an estimated $79.2M.

  • 699 institutional investors held Evergy (EVRG) as of Q2 2024, up from 692 in Q1 2024.
  • Funds reported $10.4B of Evergy stock for Q2 2024, down 0.36% quarter-over-quarter.
  • 83 funds opened new Evergy positions in Q2 2024 and 64 closed out, a net change of +19 holders.
  • The largest Evergy buyer in Q2 2024 was Zimmer Partners, an estimated $187M added.
  • The largest Evergy seller in Q2 2024 was Point72 Asset Management, an estimated $79.2M sold.

Based on aggregated 13F filings for Q2 2024.