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588 hedge funds and large institutions have $12.1B invested in Evergy in 2018 Q4 according to their latest regulatory filings, with 86 funds opening new positions, 176 increasing their positions, 224 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

69% more first-time investments, than exits

New positions opened: 86 | Existing positions closed: 51

22% more funds holding in top 10

Funds holding in top 10: 911 (+2)

5% more funds holding

Funds holding: 558588 (+30)

0.25% more ownership

Funds ownership: 81.26%81.51% (+0.25%)

0% more capital invested

Capital invested by funds: $12.1B → $12.1B (+$10M)

21% less repeat investments, than reductions

Existing positions increased: 176 | Existing positions reduced: 224

Holders
588
Holders Change
+30
Holders Change %
+5.38%
% of All Funds
13.1%
Holding in Top 10
11
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+22.22%
% of All Funds
0.25%
New
86
Increased
176
Reduced
224
Closed
51
Calls
$744K
Puts
Net Calls
+$744K
Net Calls Change
-$3.52M
Name Holding Trade Value Shares
Change
Change in
Stake
Connor, Clark & Lunn Investment Management (CC&L)
76
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$25M +$25.5M +441,035 New
California State Teachers Retirement System (CalSTRS)
77
California State Teachers Retirement System (CalSTRS)
California
$24.6M -$973K -16,852 -4%
PCA
78
Personal Capital Advisors
California
$24.2M +$913K +15,813 +4%
AllianceBernstein
79
AllianceBernstein
Tennessee
$24.1M -$2.96M -51,323 -11%
New York State Teachers Retirement System (NYSTRS)
80
New York State Teachers Retirement System (NYSTRS)
New York
$23.2M +$1.45M +25,089 +7%
State Board of Administration of Florida Retirement System
81
State Board of Administration of Florida Retirement System
Florida
$22.7M +$267K +4,626 +1%
Prudential Financial
82
Prudential Financial
New Jersey
$21.2M +$4.19M +72,570 +24%
VDI
83
Vaughan David Investments
Illinois
$20.2M -$381K -6,600 -2%
Adage Capital Partners
84
Adage Capital Partners
Massachusetts
$19.2M -$678K -11,750 -3%
Mitsubishi UFJ Trust & Banking
85
Mitsubishi UFJ Trust & Banking
Japan
$19.2M +$3.09M +53,446 +19%
SOADOR
86
State of Alaska Department of Revenue
Alaska
$18.2M +$3.99M +69,073 +27%
VWM
87
Valley Wealth Managers
New Jersey
$16.8M -$514K -8,900 -3%
State of Wisconsin Investment Board
88
State of Wisconsin Investment Board
Wisconsin
$16.1M -$1.95M -33,710 -11%
SEI Investments
89
SEI Investments
Pennsylvania
$15.9M -$1.45M -25,036 -8%
KCM
90
Kennedy Capital Management
Missouri
$15.4M +$80.2K +1,390 +0.5%
EIP
91
Epoch Investment Partners
New York
$15.1M -$987K -17,104 -6%
Marshall Wace
92
Marshall Wace
United Kingdom
$14.8M +$9.74M +168,712 +183%
NIMC
93
NWQ Investment Management Company
California
$14.4M +$658K +11,400 +5%
Manulife (Manufacturers Life Insurance)
94
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$14.4M -$1.32M -22,829 -8%
First Manhattan
95
First Manhattan
New York
$13.8M -$355K -6,156 -2%
WMSA
96
Weiss Multi-Strategy Advisers
New York
$13.6M -$5.18M -89,753 -27%
CGM
97
Centenus Global Management
New York
$12.8M -$6.06M -105,000 -32%
Chevy Chase Trust
98
Chevy Chase Trust
Maryland
$12.3M -$361K -6,250 -3%
USAA
99
United Services Automobile Association
Texas
$12.2M -$388K -6,715 -3%
GIA
100
Gateway Investment Advisers
Ohio
$12M +$163K +2,826 +1%

EVRG Hedge Fund Activity: Q4 2018 in Review

588 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Evergy (EVRG) for Q4 2018, worth a combined $12.1B — up 0.08% from $12.1B a quarter earlier.

Buyers outnumbered sellers: 86 funds opened new EVRG positions and 51 closed out — a net gain of 35 holders — while 176 added to existing stakes and 224 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $157M. The largest seller was Millennium Management, cutting an estimated $163M.

  • 588 institutional investors held Evergy (EVRG) as of Q4 2018, up from 558 in Q3 2018.
  • Funds reported $12.1B of Evergy stock for Q4 2018, up 0.08% quarter-over-quarter.
  • 86 funds opened new Evergy positions in Q4 2018 and 51 closed out, a net change of +35 holders.
  • The largest Evergy buyer in Q4 2018 was JP Morgan Chase, an estimated $157M added.
  • The largest Evergy seller in Q4 2018 was Millennium Management, an estimated $163M sold.

Based on aggregated 13F filings for Q4 2018.