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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
National Pension Service
76
National Pension Service
South Korea
$23.2M +$524K +8,719 +2%
California State Teachers Retirement System (CalSTRS)
77
California State Teachers Retirement System (CalSTRS)
California
$23M +$234K +3,894 +1%
HSBC Holdings
78
HSBC Holdings
United Kingdom
$22.9M +$10.6M +176,966 +94%
AllianceBernstein
79
AllianceBernstein
Tennessee
$22.6M -$2.01M -33,422 -9%
Ensign Peak Advisors
80
Ensign Peak Advisors
Utah
$22.3M +$6.18M +102,890 +41%
VNIM
81
Vaughan Nelson Investment Management
Texas
$21.9M -$18.2M -302,261 -46%
National Bank of Canada
82
National Bank of Canada
Quebec, Canada
$21.4M +$19.4M +323,839 +1,924%
Prudential Financial
83
Prudential Financial
New Jersey
$21.2M +$7.69M +128,012 +61%
RCM
84
RNC Capital Management
California
$21M -$540K -8,998 -3%
WCM
85
Wedge Capital Management
North Carolina
$20.7M +$3.2M +53,365 +19%
Thrivent Financial for Lutherans
86
Thrivent Financial for Lutherans
Minnesota
$20.3M -$46K -766 -0.2%
Korea Investment Corp
87
Korea Investment Corp
South Korea
$20.2M +$15.2M +252,299 +370%
New York State Teachers Retirement System (NYSTRS)
88
New York State Teachers Retirement System (NYSTRS)
New York
$20M +$1.4M +23,343 +8%
State Board of Administration of Florida Retirement System
89
State Board of Administration of Florida Retirement System
Florida
$19.9M -$138K -2,290 -0.7%
Citigroup
90
Citigroup
New York
$19.4M +$2.52M +41,933 +16%
T. Rowe Price Associates
91
T. Rowe Price Associates
Maryland
$19.2M +$256K +4,258 +1%
Principal Financial Group
92
Principal Financial Group
Iowa
$18.6M -$584K -9,721 -3%
Russell Investments Group
93
Russell Investments Group
United Kingdom
$18.2M -$4.3M -71,646 -20%
Point72 Asset Management
94
Point72 Asset Management
Connecticut
$17.5M -$2.41M -40,100 -13%
GC
95
Guggenheim Capital
Illinois
$17.5M +$2.26M +37,553 +16%
UBS Group
96
UBS Group
Switzerland
$17M +$10.4M +173,203 +178%
Wells Fargo
97
Wells Fargo
California
$15.4M +$109K +1,810 +0.7%
LI
98
Leeward Investments
Massachusetts
$15.1M -$245K -4,086 -2%
CIC
99
Crawford Investment Counsel
Georgia
$14.9M +$356K +5,925 +3%
EWA
100
Exencial Wealth Advisors
Oklahoma
$14.4M +$12M +199,261 +666%

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.