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Evergy

592 hedge funds and large institutions have $10.4B invested in Evergy in 2020 Q4 according to their latest regulatory filings, with 104 funds opening new positions, 174 increasing their positions, 227 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed

58% more first-time investments, than exits

New positions opened: 104 | Existing positions closed: 66

40% more call options, than puts

Call options by funds: $7.93M | Put options by funds: $5.67M

13% more capital invested

Capital invested by funds: $9.27B → $10.4B (+$1.17B)

6% more funds holding

Funds holding: 561592 (+31)

2.01% more ownership

Funds ownership: 81.01%83.02% (+2%)

0% more funds holding in top 10

Funds holding in top 10: 66 (0)

23% less repeat investments, than reductions

Existing positions increased: 174 | Existing positions reduced: 227

Holders
592
Holders Change
+31
Holders Change %
+5.53%
% of All Funds
10.48%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.11%
New
104
Increased
174
Reduced
227
Closed
66
Calls
$7.93M
Puts
$5.67M
Net Calls
+$2.26M
Net Calls Change
+$15.2M
Name Holding Trade Value Shares
Change
Change in
Stake
TD Asset Management
76
TD Asset Management
Ontario, Canada
$19.5M +$8.46M +154,262 +78%
Wells Fargo
77
Wells Fargo
California
$19.4M +$2.79M +50,857 +17%
LC
78
LNZ Capital
New York
$19.2M +$19M +346,177 New
VOYA Investment Management
79
VOYA Investment Management
Georgia
$19.2M -$865K -15,769 -4%
Principal Financial Group
80
Principal Financial Group
Iowa
$18.7M -$1.42M -25,870 -7%
New York State Teachers Retirement System (NYSTRS)
81
New York State Teachers Retirement System (NYSTRS)
New York
$18.6M -$960K -17,499 -5%
State Board of Administration of Florida Retirement System
82
State Board of Administration of Florida Retirement System
Florida
$18.5M -$573K -10,440 -3%
CS
83
Credit Suisse
Switzerland
$16.8M -$127M -2,319,292 -88%
N
84
Natixis
France
$16.4M +$3.22M +58,744 +25%
KBC Group
85
KBC Group
Belgium
$16.2M -$10.7M -194,896 -79%
SEI Investments
86
SEI Investments
Pennsylvania
$15.9M +$878K +16,009 +6%
GIA
87
Gateway Investment Advisers
Ohio
$15.1M -$3.29M -59,918 -18%
New York State Common Retirement Fund
88
New York State Common Retirement Fund
New York
$14.9M -$1.21M -22,000 -8%
Adage Capital Partners
89
Adage Capital Partners
Massachusetts
$13.7M -$329K -6,005 -2%
Barclays
90
Barclays
United Kingdom
$13.7M -$966K -17,606 -7%
Verition Fund Management
91
Verition Fund Management
Connecticut
$13M +$12.5M +227,401 +3,470%
VWM
92
Valley Wealth Managers
New Jersey
$12.8M +$259K +4,716 +2%
Mackenzie Financial
93
Mackenzie Financial
Ontario, Canada
$12.6M -$1.47M -26,753 -11%
MWNA
94
Marshall Wace North America
New York
$12.6M +$5.85M +106,645 +88%
Asset Management One
95
Asset Management One
Japan
$12.5M -$211K -3,850 -2%
Ensign Peak Advisors
96
Ensign Peak Advisors
Utah
$12.4M -$6.59M -120,044 -35%
Manulife (Manufacturers Life Insurance)
97
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$12.3M -$1.02M -18,644 -8%
Teacher Retirement System of Texas
98
Teacher Retirement System of Texas
Texas
$12.3M -$18.9M -343,922 -61%
CM
99
Corvex Management
New York
$12.2M -$27.8M -505,855 -70%
ACI
100
AMP Capital Investors
Australia
$11.8M +$1.59M +28,948 +15%

EVRG Hedge Fund Activity: Q4 2020 in Review

592 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Evergy (EVRG) for Q4 2020, worth a combined $10.4B — up 13% from $9.27B a quarter earlier.

Buyers outnumbered sellers: 104 funds opened new EVRG positions and 66 closed out — a net gain of 38 holders — while 174 added to existing stakes and 227 trimmed.

The largest buyer was Elliott Investment Management, opening a new position worth an estimated $578M. The largest seller was Credit Suisse, cutting an estimated $127M.

  • 592 institutional investors held Evergy (EVRG) as of Q4 2020, up from 561 in Q3 2020.
  • Funds reported $10.4B of Evergy stock for Q4 2020, up 13% quarter-over-quarter.
  • 104 funds opened new Evergy positions in Q4 2020 and 66 closed out, a net change of +38 holders.
  • The largest Evergy buyer in Q4 2020 was Elliott Investment Management, an estimated $578M added.
  • The largest Evergy seller in Q4 2020 was Credit Suisse, an estimated $127M sold.

Based on aggregated 13F filings for Q4 2020.