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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
Treasurer of the State of North Carolina
151
Treasurer of the State of North Carolina
North Carolina
$4.62M +$11K +200 +0.2%
Royal London Asset Management
152
Royal London Asset Management
United Kingdom
$4.54M -$265K -4,825 -6%
FWM
153
Frontier Wealth Management
Missouri
$4.29M -$475K -8,666 -10%
FCI
154
Financial Counselors Inc
Kansas
$4.23M -$90.9K -1,657 -2%
WBC
155
Westpac Banking Corp
Australia
$4.14M +$1.45M +26,501 +55%
AMI
156
Amica Mutual Insurance
Rhode Island
$4.03M +$801K +14,603 +25%
MOACM
157
Mutual of America Capital Management
New York
$4.03M +$163K +2,964 +4%
OC
158
Oppenheimer & Co
New York
$3.97M -$121K -2,211 -3%
CIBC Private Wealth Group
159
CIBC Private Wealth Group
Georgia
$3.97M +$3.93M +71,547 New
OPERF
160
Oregon Public Employees Retirement Fund
Oregon
$3.9M +$926K +16,879 +32%
FNBT
161
FineMark National Bank & Trust
Florida
$3.83M +$518K +9,439 +16%
Mitsubishi UFJ Asset Management
162
Mitsubishi UFJ Asset Management
Japan
$3.79M +$213K +3,884 +6%
EIA
163
Edgemoor Investment Advisors
Maryland
$3.78M -$13.4K -244 -0.4%
LPL Financial
164
LPL Financial
California
$3.75M +$1.03M +18,860 +39%
Envestnet Asset Management
165
Envestnet Asset Management
Illinois
$3.71M +$533K +9,719 +17%
H
166
Hexavest
Quebec, Canada
$3.7M -$2.7M -49,292 -43%
BAM
167
Blueshift Asset Management
New Jersey
$3.65M +$3.61M +65,835 New
HCM
168
Huber Capital Management
California
$3.64M -$702K -12,800 -16%
ASRS
169
Arizona State Retirement System
Arizona
$3.61M -$217K -3,951 -6%
CSS
170
Cubist Systematic Strategies
Connecticut
$3.5M -$2.58M -47,072 -43%
CBOR
171
Community Bank of Raymore
Missouri
$3.49M -$215K -3,924 -6%
CIC
172
Cornercap Investment Counsel
Georgia
$3.45M +$2.91M +52,953 New
EGM
173
Engineers Gate Manager
New York
$3.44M -$3.84M -69,983 -53%
SOMRS
174
State of Michigan Retirement System
Michigan
$3.35M -$5.49K -100 -0.2%
QIM
175
Quantitative Investment Management
Virginia
$3.27M +$1.29M +23,506 +67%

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.