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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
ASRS
101
Arizona State Retirement System
Arizona
$11.9M -$904K -15,665 -7%
SGI
102
Summit Global Investments
Utah
$11.8M +$12M +207,225 New
Canada Life
103
Canada Life
Manitoba, Canada
$11.7M +$783K +13,573 +7%
HCM
104
Hilton Capital Management
New York
$11.6M +$11.7M +203,549 New
Victory Capital Management
105
Victory Capital Management
Texas
$11.6M -$4.52M -78,275 -28%
AG
106
Aperio Group
California
$11.3M +$265K +4,584 +2%
BIC
107
Beach Investment Counsel
Pennsylvania
$11.2M -$479K -8,292 -4%
Teacher Retirement System of Texas
108
Teacher Retirement System of Texas
Texas
$10.8M +$2.63M +45,478 +32%
UBS Group
109
UBS Group
Switzerland
$10.7M -$3.01M -52,118 -22%
Barclays
110
Barclays
United Kingdom
$10.6M -$1.48M -25,637 -12%
MAM
111
Magellan Asset Management
Australia
$10.4M -$986K -17,089 -9%
WHRC
112
W.H. Reaves & Co
New Jersey
$10.3M -$3.52M -60,898 -25%
CCMD
113
Cypress Capital Management (Delaware)
Delaware
$10.2M -$93.8K -1,625 -0.9%
Point72 Asset Management
114
Point72 Asset Management
Connecticut
$9.72M +$2.19M +38,000 +29%
HSBC Holdings
115
HSBC Holdings
United Kingdom
$9.64M -$4.39M -76,066 -31%
M&T Bank
116
M&T Bank
New York
$9.49M -$97.8K -1,695 -1%
RT
117
Rockland Trust
Massachusetts
$9.29M -$105K -1,825 -1%
Federated Hermes
118
Federated Hermes
Pennsylvania
$9.28M -$396K -6,854 -4%
Aberdeen Group
119
Aberdeen Group
United Kingdom
$9.25M -$665K -11,521 -7%
JGUA
120
John G. Ullman & Associates
New York
$9.1M -$204K -3,527 -2%
Comerica Bank
121
Comerica Bank
Texas
$8.96M -$2.03M -35,106 -18%
Citigroup
122
Citigroup
New York
$8.57M +$6.25M +108,250 +254%
PI
123
Putnam Investments
Massachusetts
$8.37M +$1.61M +27,956 +23%
Toronto Dominion Bank
124
Toronto Dominion Bank
Ontario, Canada
$8.33M -$1.72M -29,836 -17%
Acadian Asset Management
125
Acadian Asset Management
Massachusetts
$8.13M +$8.22M +142,448 +17,695%

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.