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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
Marshall Wace
101
Marshall Wace
United Kingdom
$14.2M +$13.6M +225,943 New
CS
102
Credit Suisse
Switzerland
$14.1M -$1.06M -17,624 -7%
VOYA Investment Management
103
VOYA Investment Management
Georgia
$14M +$108K +1,800 +0.8%
PI
104
PFS Investments
Georgia
$14M +$1.25M +20,772 +10%
YCM
105
Yaupon Capital Management
New York
$13.6M +$13M +216,103 New
New York State Common Retirement Fund
106
New York State Common Retirement Fund
New York
$13.3M +$201K +3,347 +2%
GHA
107
GW Henssler & Associates
Georgia
$13.3M -$1.26M -20,996 -9%
CFB
108
Cullen/Frost Bankers
Texas
$12.9M +$2.23M +37,204 +22%
GIA
109
Gateway Investment Advisers
Ohio
$12.7M -$13.9K -231 -0.1%
Asset Management One
110
Asset Management One
Japan
$12.5M +$197K +3,272 +2%
SEI Investments
111
SEI Investments
Pennsylvania
$12.4M -$2.13M -35,486 -15%
Pacer Advisors
112
Pacer Advisors
Pennsylvania
$12M +$11.4M +189,249 +8,806%
First Manhattan
113
First Manhattan
New York
$11.9M -$78.8K -1,312 -0.7%
WorldQuant Millennium Advisors
114
WorldQuant Millennium Advisors
New York
$11.3M +$10.7M +178,979 New
BBL
115
Beck Bode LLC
Massachusetts
$11M +$10.5M +174,677 New
CSS
116
Cubist Systematic Strategies
Connecticut
$10.8M +$2.86M +47,588 +38%
Manulife (Manufacturers Life Insurance)
117
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$10.7M -$142K -2,369 -1%
M&T Bank
118
M&T Bank
New York
$10.6M +$17.1K +284 +0.2%
DRP
119
Decade Renewable Partners
Texas
$10.5M +$10.1M +167,400 New
Mitsubishi UFJ Asset Management
120
Mitsubishi UFJ Asset Management
Japan
$10.4M +$969K +16,131 +11%
D.E. Shaw & Co
121
D.E. Shaw & Co
New York
$10.3M +$3.08M +51,215 +46%
Allspring Global Investments
122
Allspring Global Investments
North Carolina
$10M -$277K -4,618 -3%
Natixis Advisors
123
Natixis Advisors
Massachusetts
$9.91M -$2.05M -34,176 -18%
CGPCS
124
Capital Group Private Client Services
California
$9.9M -$1.49M -24,824 -14%
CC
125
Coann Capital
Connecticut
$9.62M +$9.18M +152,884 New

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.