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650 hedge funds and large institutions have $11.4B invested in Evergy in 2022 Q3 according to their latest regulatory filings, with 68 funds opening new positions, 246 increasing their positions, 203 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

96% more call options, than puts

Call options by funds: $11.2M | Put options by funds: $5.68M

45% more first-time investments, than exits

New positions opened: 68 | Existing positions closed: 47

21% more repeat investments, than reductions

Existing positions increased: 246 | Existing positions reduced: 203

2% more funds holding

Funds holding: 638650 (+12)

0.1% more ownership

Funds ownership: 83.83%83.93% (+0.1%)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

9% less capital invested

Capital invested by funds: $12.5B → $11.4B (-$1.09B)

Holders
650
Holders Change
+12
Holders Change %
+1.88%
% of All Funds
11.2%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
68
Increased
246
Reduced
203
Closed
47
Calls
$11.2M
Puts
$5.68M
Net Calls
+$5.47M
Net Calls Change
-$2.02M
Name Holding Trade Value Shares
Change
Change in
Stake
SOMRS
151
State of Michigan Retirement System
Michigan
$4.23M +$20.2K +300 +0.4%
Creative Planning
152
Creative Planning
Kansas
$4.09M -$391K -5,818 -8%
Wealthfront Advisers
153
Wealthfront Advisers
California
$4.06M -$1.44M -21,477 -24%
Korea Investment Corp
154
Korea Investment Corp
South Korea
$4.05M -$3.29M -48,958 -42%
OPERF
155
Oregon Public Employees Retirement Fund
Oregon
$4.04M -$178K -2,640 -4%
II
156
IFM Investors
Australia
$4M +$6.39K +95 +0.1%
VWA
157
V Wealth Advisors
Kansas
$3.94M +$76K +1,129 +2%
WG
158
Winton Group
United Kingdom
$3.91M -$2.85M -42,430 -39%
Nisa Investment Advisors
159
Nisa Investment Advisors
Missouri
$3.82M +$424K +6,300 +11%
ASRS
160
Arizona State Retirement System
Arizona
$3.74M -$66.7K -992 -2%
Citadel Advisors
161
Citadel Advisors
Florida
$3.71M -$104M -1,538,930 -96%
AIG
162
American International Group
New York
$3.71M -$97.5K -1,449 -2%
EIA
163
Edgemoor Investment Advisors
Maryland
$3.68M
SC
164
Sagefield Capital
Texas
$3.67M +$2.19M +32,487 +111%
LPL Financial
165
LPL Financial
California
$3.62M +$187K +2,783 +5%
MIM
166
MetLife Investment Management
New Jersey
$3.61M -$60.1K -893 -1%
JAM
167
Jupiter Asset Management
United Kingdom
$3.56M +$707K +10,503 +21%
Commonwealth Equity Services
168
Commonwealth Equity Services
Massachusetts
$3.56M -$1.51M -22,508 -27%
Mercer Global Advisors
169
Mercer Global Advisors
Colorado
$3.55M +$382K +5,680 +10%
Comerica Bank
170
Comerica Bank
Texas
$3.54M +$114K +1,690 +3%
MPM
171
Meritage Portfolio Management
Kansas
$3.53M +$214K +3,182 +6%
BEI
172
Benjamin Edwards Inc
Missouri
$3.51M +$48.9K +727 +1%
AB
173
Amalgamated Bank
New York
$3.49M -$375K -5,574 -9%
HFS
174
Hantz Financial Services
Michigan
$3.46M +$143K +2,121 +4%
NA
175
Navellier & Associates
Nevada
$3.45M +$3.91M +58,095 New

EVRG Hedge Fund Activity: Q3 2022 in Review

650 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Evergy (EVRG) for Q3 2022, worth a combined $11.4B — down 8.7% from $12.5B a quarter earlier.

Buyers outnumbered sellers: 68 funds opened new EVRG positions and 47 closed out — a net gain of 21 holders — while 246 added to existing stakes and 203 trimmed.

The largest buyer was Capital International Investors, adding an estimated $109M. The largest seller was Citadel Advisors, cutting an estimated $104M.

  • 650 institutional investors held Evergy (EVRG) as of Q3 2022, up from 638 in Q2 2022.
  • Funds reported $11.4B of Evergy stock for Q3 2022, down 8.7% quarter-over-quarter.
  • 68 funds opened new Evergy positions in Q3 2022 and 47 closed out, a net change of +21 holders.
  • The largest Evergy buyer in Q3 2022 was Capital International Investors, an estimated $109M added.
  • The largest Evergy seller in Q3 2022 was Citadel Advisors, an estimated $104M sold.

Based on aggregated 13F filings for Q3 2022.