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592 hedge funds and large institutions have $10.4B invested in Evergy in 2020 Q4 according to their latest regulatory filings, with 104 funds opening new positions, 174 increasing their positions, 227 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed

58% more first-time investments, than exits

New positions opened: 104 | Existing positions closed: 66

40% more call options, than puts

Call options by funds: $7.93M | Put options by funds: $5.67M

13% more capital invested

Capital invested by funds: $9.27B → $10.4B (+$1.17B)

6% more funds holding

Funds holding: 561592 (+31)

2.01% more ownership

Funds ownership: 81.01%83.02% (+2%)

0% more funds holding in top 10

Funds holding in top 10: 66 (0)

23% less repeat investments, than reductions

Existing positions increased: 174 | Existing positions reduced: 227

Holders
592
Holders Change
+31
Holders Change %
+5.53%
% of All Funds
10.48%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.11%
New
104
Increased
174
Reduced
227
Closed
66
Calls
$7.93M
Puts
$5.67M
Net Calls
+$2.26M
Net Calls Change
+$15.2M
Name Holding Trade Value Shares
Change
Change in
Stake
Lazard Asset Management
126
Lazard Asset Management
New York
$7.25M +$6.97M +126,950 +3,511%
Toronto Dominion Bank
127
Toronto Dominion Bank
Ontario, Canada
$7.05M +$1.1M +20,077 +19%
PI
128
PFS Investments
Georgia
$6.57M +$632K +11,517 +10%
Assenagon Asset Management
129
Assenagon Asset Management
Luxembourg
$6.33M +$5.33M +97,191 +580%
SIM
130
Sonora Investment Management
Arizona
$6.31M +$810K +14,764 +15%
Ohio Public Employees Retirement System (OPERS)
131
Ohio Public Employees Retirement System (OPERS)
Ohio
$6.29M -$21.7K -396 -0.3%
WC
132
Wexford Capital
Florida
$6.26M -$2.17M -39,638 -26%
SLAM
133
Swiss Life Asset Management
$6.16M +$4.94M +89,986 +428%
CFB
134
Cullen/Frost Bankers
Texas
$6.16M +$2.25K +41 +0%
GC
135
Guggenheim Capital
Illinois
$6.09M -$253K -4,618 -4%
1832 Asset Management
136
1832 Asset Management
Ontario, Canada
$5.93M
MHI
137
Miller Howard Investments
New York
$5.71M +$1.83M +33,365 +48%
OAM
138
Oppenheimer Asset Management
New York
$5.57M +$43.8K +799 +0.8%
Ameriprise
139
Ameriprise
Minnesota
$5.41M +$826K +15,057 +18%
Natixis Advisors
140
Natixis Advisors
Massachusetts
$5.27M +$200K +3,645 +4%
TC
141
Teilinger Capital
Texas
$5.22M -$6.26M -114,117 -55%
BIM
142
Bridgecreek Investment Management
Oklahoma
$5.11M +$169K +3,075 +3%
EA
143
Ecofin Advisors
United Kingdom
$5.07M -$609K -11,097 -11%
Retirement Systems of Alabama
144
Retirement Systems of Alabama
Alabama
$5.06M -$16.4K -298 -0.3%
PAM
145
Panagora Asset Management
Massachusetts
$5.01M -$1.42M -25,921 -22%
BRCM
146
Bright Rock Capital Management
Massachusetts
$5M +$658K +12,000 +15%
AG
147
Aperio Group
California
$4.81M -$866K -15,783 -15%
Thrivent Financial for Lutherans
148
Thrivent Financial for Lutherans
Minnesota
$4.79M +$3.24M +59,007 +216%
Two Sigma Investments
149
Two Sigma Investments
New York
$4.78M +$3.18M +57,939 +206%
LNB
150
Ledyard National Bank
$4.75M -$311K -5,673 -6%

EVRG Hedge Fund Activity: Q4 2020 in Review

592 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Evergy (EVRG) for Q4 2020, worth a combined $10.4B — up 13% from $9.27B a quarter earlier.

Buyers outnumbered sellers: 104 funds opened new EVRG positions and 66 closed out — a net gain of 38 holders — while 174 added to existing stakes and 227 trimmed.

The largest buyer was Elliott Investment Management, opening a new position worth an estimated $578M. The largest seller was Credit Suisse, cutting an estimated $127M.

  • 592 institutional investors held Evergy (EVRG) as of Q4 2020, up from 561 in Q3 2020.
  • Funds reported $10.4B of Evergy stock for Q4 2020, up 13% quarter-over-quarter.
  • 104 funds opened new Evergy positions in Q4 2020 and 66 closed out, a net change of +38 holders.
  • The largest Evergy buyer in Q4 2020 was Elliott Investment Management, an estimated $578M added.
  • The largest Evergy seller in Q4 2020 was Credit Suisse, an estimated $127M sold.

Based on aggregated 13F filings for Q4 2020.