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686 hedge funds and large institutions have $12.3B invested in Evergy in 2022 Q4 according to their latest regulatory filings, with 103 funds opening new positions, 260 increasing their positions, 223 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

195% more call options, than puts

Call options by funds: $11.2M | Put options by funds: $3.81M

125% more funds holding in top 10

Funds holding in top 10: 49 (+5)

106% more first-time investments, than exits

New positions opened: 103 | Existing positions closed: 50

17% more repeat investments, than reductions

Existing positions increased: 260 | Existing positions reduced: 223

8% more capital invested

Capital invested by funds: $11.4B → $12.3B (+$869M)

6% more funds holding

Funds holding: 650686 (+36)

1.02% less ownership

Funds ownership: 83.93%82.91% (-1%)

Holders
686
Holders Change
+36
Holders Change %
+5.54%
% of All Funds
11.03%
Holding in Top 10
9
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+125%
% of All Funds
0.14%
New
103
Increased
260
Reduced
223
Closed
50
Calls
$11.2M
Puts
$3.81M
Net Calls
+$7.42M
Net Calls Change
+$1.95M
Name Holding Trade Value Shares
Change
Change in
Stake
OC
151
Oppenheimer & Co
New York
$6.12M +$63.8K +1,063 +1%
4WM
152
44 Wealth Management
Oregon
$6.05M +$7.03K +117 +0.1%
Connor, Clark & Lunn Investment Management (CC&L)
153
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$5.8M +$5.18M +86,331 +1,499%
PAM
154
Panagora Asset Management
Massachusetts
$5.79M -$308K -5,128 -5%
SBWIC
155
Schaper Benz & Wise Investment Counsel
Wisconsin
$5.77M +$856K +14,250 +18%
MOACM
156
Mutual of America Capital Management
New York
$5.76M -$260K -4,329 -5%
LNB
157
Ledyard National Bank
$5.75M +$137K +2,277 +3%
UIM
158
USS Investment Management
United Kingdom
$5.65M
Creative Planning
159
Creative Planning
Kansas
$5.57M +$1.18M +19,618 +29%
SGI
160
Summit Global Investments
Utah
$5.51M +$60 +1 +0%
BIM
161
Bridgecreek Investment Management
Oklahoma
$5.48M +$102K +1,700 +2%
Truist Financial
162
Truist Financial
North Carolina
$5.45M -$420K -6,999 -7%
Susquehanna International Group
163
Susquehanna International Group
Pennsylvania
$5.4M +$4.48M +74,629 +668%
TC
164
TwinBeech Capital
New York
$5.3M +$5.06M +84,195 New
AMI
165
Amica Mutual Insurance
Rhode Island
$5.25M +$2.04M +34,040 +69%
Bank of Nova Scotia
166
Bank of Nova Scotia
Ontario, Canada
$5.17M +$3.72M +61,940 +307%
MHI
167
Miller Howard Investments
New York
$4.97M +$18.6K +310 +0.4%
MGIA
168
Moneta Group Investment Advisors
Missouri
$4.93M +$1.94M +32,373 +70%
WBC
169
Westpac Banking Corp
Australia
$4.83M +$246K +4,100 +6%
Osaic Holdings
170
Osaic Holdings
Arizona
$4.78M +$137K +2,281 +3%
OAM
171
Oppenheimer Asset Management
New York
$4.74M +$43.5K +724 +1%
FCI
172
Financial Counselors Inc
Kansas
$4.74M -$402K -6,688 -8%
Retirement Systems of Alabama
173
Retirement Systems of Alabama
Alabama
$4.63M -$162K -2,700 -4%
SOADOR
174
State of Alaska Department of Revenue
Alaska
$4.53M -$4.3M -71,526 -50%
SC
175
Sagefield Capital
Texas
$4.48M +$566K +9,430 +15%

EVRG Hedge Fund Activity: Q4 2022 in Review

686 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Evergy (EVRG) for Q4 2022, worth a combined $12.3B — up 7.6% from $11.4B a quarter earlier.

Buyers outnumbered sellers: 103 funds opened new EVRG positions and 50 closed out — a net gain of 53 holders — while 260 added to existing stakes and 223 trimmed.

The largest buyer was Millennium Management, adding an estimated $172M. The largest seller was Capital International Investors, cutting an estimated $807M.

  • 686 institutional investors held Evergy (EVRG) as of Q4 2022, up from 650 in Q3 2022.
  • Funds reported $12.3B of Evergy stock for Q4 2022, up 7.6% quarter-over-quarter.
  • 103 funds opened new Evergy positions in Q4 2022 and 50 closed out, a net change of +53 holders.
  • The largest Evergy buyer in Q4 2022 was Millennium Management, an estimated $172M added.
  • The largest Evergy seller in Q4 2022 was Capital International Investors, an estimated $807M sold.

Based on aggregated 13F filings for Q4 2022.