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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
BCIM
126
British Columbia Investment Management
British Columbia, Canada
$8.01M +$4.7M +81,440 +136%
BNP Paribas Financial Markets
127
BNP Paribas Financial Markets
France
$7.94M -$7.41M -128,419 -48%
S
128
Seeyond
France
$7.88M +$8.01M +138,758 New
EVM
129
Eaton Vance Management
Massachusetts
$7.86M +$1.62M +28,137 +25%
Treasurer of the State of North Carolina
130
Treasurer of the State of North Carolina
North Carolina
$7.51M -$99.7K -1,727 -1%
Two Sigma Investments
131
Two Sigma Investments
New York
$7.29M -$247K -4,278 -3%
VOYA Investment Management
132
VOYA Investment Management
Georgia
$6.84M -$147K -2,540 -2%
BBL
133
Beck Bode LLC
Massachusetts
$6.82M +$6.94M +120,211 New
Assenagon Asset Management
134
Assenagon Asset Management
Luxembourg
$6.58M +$676K +11,719 +11%
Ohio Public Employees Retirement System (OPERS)
135
Ohio Public Employees Retirement System (OPERS)
Ohio
$6.16M -$71.3K -1,236 -1%
Royal London Asset Management
136
Royal London Asset Management
United Kingdom
$6.11M +$6.24M +108,105 New
Nomura Asset Management
137
Nomura Asset Management
Japan
$6.09M +$624K +10,803 +11%
PP
138
Paloma Partners
Connecticut
$6.05M +$4.09M +70,829 +198%
QC
139
Quadrature Capital
United Kingdom
$5.97M -$2.23M -38,550 -27%
VRS
140
Virginia Retirement Systems
Virginia
$5.76M +$763K +13,225 +15%
Aviva
141
Aviva
United Kingdom
$5.73M -$1.7M -29,456 -23%
SFI
142
Susquehanna Fundamental Investments
Pennsylvania
$5.64M
Bank of Montreal
143
Bank of Montreal
Ontario, Canada
$5.62M -$6.15M -106,469 -52%
Mackenzie Financial
144
Mackenzie Financial
Ontario, Canada
$5.54M +$5.4M +93,471 +2,231%
GC
145
Guggenheim Capital
Illinois
$5.54M -$191K -3,305 -3%
AIG
146
American International Group
New York
$5.34M -$252K -4,370 -4%
JG
147
Jefferies Group
New York
$5.3M +$1.7M +29,403 +46%
TD Asset Management
148
TD Asset Management
Ontario, Canada
$4.97M -$1.04K -18 -0%
CWM
149
CIBC World Markets
New York
$4.97M -$29.1K -504 -0.6%
BIM
150
Bridgecreek Investment Management
Oklahoma
$4.89M -$22.9K -397 -0.5%

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.