Evergy
EVRG
662 hedge funds and large institutions have $11.1B invested in Evergy in 2023 Q2 according to their latest regulatory filings, with 59 funds opening new positions, 242 increasing their positions, 231 reducing their positions, and 46 closing their positions.
66% more call options, than puts
Call options by funds: $2.96M | Put options by funds: $1.78M
28% more first-time investments, than exits
New positions opened: 59 | Existing positions closed: 46
2% more funds holding
Funds holding: 652 → 662 (+10)
5% more repeat investments, than reductions
Existing positions increased: 242 | Existing positions reduced: 231
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
1.16% less ownership
Funds ownership: 83.93% → 82.77% (-1.2%)
6% less capital invested
Capital invested by funds: $11.8B → $11.1B (-$684M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Balyasny Asset Management
Chicago,
Illinois
|
+$67M |
| 2 |
American Century Companies
Kansas City,
Missouri
|
+$60.9M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
+$45.1M |
| 4 |
PI
PineBridge Investments
New York
|
+$30.8M |
| 5 |
ZP
Zimmer Partners
New York
|
+$29.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital International Investors
Los Angeles,
California
|
-$154M |
| 2 |
Millennium Management
New York
|
-$88.5M |
| 3 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$68.7M |
| 4 |
BlackRock
New York
|
-$39M |
| 5 |
SI
Scout Investments
Kansas City,
Missouri
|
-$30.1M |
EVRG Hedge Fund Activity: Q2 2023 in Review
662 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Evergy (EVRG) for Q2 2023, worth a combined $11.1B — down 5.8% from $11.8B a quarter earlier.
Buyers outnumbered sellers: 59 funds opened new EVRG positions and 46 closed out — a net gain of 13 holders — while 242 added to existing stakes and 231 trimmed.
The largest buyer was Balyasny Asset Management, adding an estimated $67M. The largest seller was Capital International Investors, cutting an estimated $154M.
- 662 institutional investors held Evergy (EVRG) as of Q2 2023, up from 652 in Q1 2023.
- Funds reported $11.1B of Evergy stock for Q2 2023, down 5.8% quarter-over-quarter.
- 59 funds opened new Evergy positions in Q2 2023 and 46 closed out, a net change of +13 holders.
- The largest Evergy buyer in Q2 2023 was Balyasny Asset Management, an estimated $67M added.
- The largest Evergy seller in Q2 2023 was Capital International Investors, an estimated $154M sold.
Based on aggregated 13F filings for Q2 2023.