Evergy
EVRG
567 hedge funds and large institutions have $12B invested in Evergy in 2019 Q2 according to their latest regulatory filings, with 54 funds opening new positions, 192 increasing their positions, 209 reducing their positions, and 54 closing their positions.
50% more funds holding in top 10
Funds holding in top 10: 4 → 6 (+2)
0% more first-time investments, than exits
New positions opened: 54 | Existing positions closed: 54
0.75% less ownership
Funds ownership: 82.5% → 81.75% (-0.75%)
1% less capital invested
Capital invested by funds: $12.1B → $12B (-$97.5M)
8% less repeat investments, than reductions
Existing positions increased: 192 | Existing positions reduced: 209
1% less funds holding
Funds holding: 574 → 567 (-7)
64% less call options, than puts
Call options by funds: $2.53M | Put options by funds: $6.93M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Adage Capital Partners
Boston,
Massachusetts
|
+$78.1M |
| 2 |
Invesco
Atlanta,
Georgia
|
+$72.9M |
| 3 |
N
Nuveen
Charlotte,
North Carolina
|
+$45.7M |
| 4 |
BNP Paribas Financial Markets
Paris,
France
|
+$42.9M |
| 5 |
Millennium Management
New York
|
+$42.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
-$143M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
-$123M |
| 3 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$118M |
| 4 |
Jennison Associates
New York
|
-$76.3M |
| 5 |
Citadel Advisors
Miami,
Florida
|
-$62.6M |
EVRG Hedge Fund Activity: Q2 2019 in Review
567 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Evergy (EVRG) for Q2 2019, worth a combined $12B — down 0.81% from $12.1B a quarter earlier.
Fund positioning in EVRG was balanced in Q2 2019: 54 funds opened new positions, 54 closed out, 192 added to existing stakes and 209 trimmed.
The largest buyer was Adage Capital Partners, adding an estimated $78.1M. The largest seller was JP Morgan Chase, cutting an estimated $143M.
- 567 institutional investors held Evergy (EVRG) as of Q2 2019, down from 574 in Q1 2019.
- Funds reported $12B of Evergy stock for Q2 2019, down 0.81% quarter-over-quarter.
- 54 funds opened new Evergy positions in Q2 2019 and 54 closed out, a net change of 0 holders.
- The largest Evergy buyer in Q2 2019 was Adage Capital Partners, an estimated $78.1M added.
- The largest Evergy seller in Q2 2019 was JP Morgan Chase, an estimated $143M sold.
Based on aggregated 13F filings for Q2 2019.