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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
T. Rowe Price Associates
76
T. Rowe Price Associates
Maryland
$22.2M -$64.7M -1,215,776 -74%
EAM
77
Eagle Asset Management
Florida
$21.6M -$262K -4,932 -1%
TC
78
Teilinger Capital
Texas
$20.7M +$5.11M +96,000 +33%
HHAM
79
HITE Hedge Asset Management
Massachusetts
$20.6M -$1.31M -24,690 -6%
RhumbLine Advisers
80
RhumbLine Advisers
Massachusetts
$20.3M -$342K -6,422 -2%
National Bank of Canada
81
National Bank of Canada
Quebec, Canada
$20M -$14.5M -272,510 -42%
SEI Investments
82
SEI Investments
Pennsylvania
$19.3M +$1.56M +29,273 +9%
GHA
83
GW Henssler & Associates
Georgia
$19M +$560K +10,524 +3%
Korea Investment Corp
84
Korea Investment Corp
South Korea
$19M +$3.09M +58,034 +19%
AllianceBernstein
85
AllianceBernstein
Tennessee
$18.2M -$233K -4,388 -1%
VOYA Investment Management
86
VOYA Investment Management
Georgia
$18M +$3.74M +70,243 +26%
Mitsubishi UFJ Asset Management
87
Mitsubishi UFJ Asset Management
Japan
$17.4M +$3.44M +64,586 +24%
Royal Bank of Canada
88
Royal Bank of Canada
Ontario, Canada
$17.3M +$918K +17,265 +6%
Carson Wealth (CWM LLC)
89
Carson Wealth (CWM LLC)
Nebraska
$16.7M +$75.9K +1,426 +0.5%
Envestnet Asset Management
90
Envestnet Asset Management
Illinois
$16.3M +$1.91M +35,940 +13%
California State Teachers Retirement System (CalSTRS)
91
California State Teachers Retirement System (CalSTRS)
California
$16.1M -$268K -5,041 -2%
GI
92
GAMCO Investors
Connecticut
$15.8M -$1.74M -32,654 -10%
CIC
93
Crawford Investment Counsel
Georgia
$15.4M -$120K -2,258 -0.8%
LSV Asset Management
94
LSV Asset Management
Illinois
$15.2M -$1.37M -25,830 -8%
State Board of Administration of Florida Retirement System
95
State Board of Administration of Florida Retirement System
Florida
$15.1M -$1.72M -32,285 -10%
GCM
96
Greenland Capital Management
New York
$15M -$3.75M -70,460 -20%
Prudential Financial
97
Prudential Financial
New Jersey
$14.8M +$4.83M +90,760 +48%
Ameriprise
98
Ameriprise
Minnesota
$14.4M +$4.11M +77,220 +40%
Treasurer of the State of North Carolina
99
Treasurer of the State of North Carolina
North Carolina
$14.2M +$7.98M +150,090 +126%
WCM
100
Wedge Capital Management
North Carolina
$13.8M +$1.02M +19,193 +8%

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.