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Evergy
EVRG

662 hedge funds and large institutions have $9.73B invested in Evergy in 2023 Q3 according to their latest regulatory filings, with 69 funds opening new positions, 261 increasing their positions, 216 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 2 → 3 (+1)

21% more repeat investments, than reductions

Existing positions increased: 261 | Existing positions reduced: 216

13% more first-time investments, than exits

New positions opened: 69 | Existing positions closed: 61

0.8% more ownership

Funds ownership: 82.77% → 83.57% (+0.8%)

0% more funds holding

Funds holding: 662 → 662 (0)

11% less call options, than puts

Call options by funds: $3.23M | Put options by funds: $3.62M

12% less capital invested

Capital invested by funds: $11.1B → $9.73B (-$1.36B)

Holders
662
Holders Change
–
Holders Change %
0%
% of All Funds
10.51%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
69
Increased
261
Reduced
216
Closed
61
Calls
$3.23M
Puts
$3.62M
Net Calls
-$386K
Net Calls Change
-$1.57M

Top Buyers

1
Citadel Advisors
Citadel Advisors
Florida
+$148M
2
ECM
ExodusPoint Capital Management
New York
+$67.7M
3
ZP
Zimmer Partners
New York
+$51.8M
4
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
+$40.6M
5
Morgan Stanley
Morgan Stanley
New York
+$27.8M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$180M
2
Capital International Investors
Capital International Investors
California
-$88.6M
3
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$66.7M
4
BlackRock
BlackRock
New York
-$43.7M
5
1832 Asset Management
1832 Asset Management
Ontario, Canada
-$42.3M
Name Holding Trade Value Shares
Change 		Change in
Stake
Ohio Public Employees Retirement System (OPERS)
151
Ohio Public Employees Retirement System (OPERS)
Ohio
$5.09M -$579K -10,199 -9%
OC
152
Oppenheimer & Co
New York
$5.03M +$9.25K +163 +0.2%
UIM
153
USS Investment Management
United Kingdom
$4.96M +$453K +7,985 +9%
MOACM
154
Mutual of America Capital Management
New York
$4.74M -$66.8K -1,176 -1%
Osaic Holdings
155
Osaic Holdings
Arizona
$4.71M +$1.01M +17,790 +24%
ACM
156
Aquatic Capital Management
Illinois
$4.61M +$4.75M +83,600 +1,145%
LNB
157
Ledyard National Bank
$4.55M +$7.21K +127 +0.1%
AG
158
Advocate Group
Minnesota
$4.44M -$124K -2,187 -2%
SOADOR
159
State of Alaska Department of Revenue
Alaska
$4.4M -$42.3K -745 -0.9%
QCM
160
Qsemble Capital Management
New York
$4.35M +$4.45M +78,400 +1,059%
National Bank of Canada
161
National Bank of Canada
Quebec, Canada
$4.23M +$2.13M +37,459 +75%
EGM
162
Engineers Gate Manager
New York
$4.17M +$4.2M +74,007 +906%
BIM
163
Bridgecreek Investment Management
Oklahoma
$4.09M -$214K -3,775 -4%
SC
164
Sagefield Capital
Texas
$4.08M +$138K +2,436 +3%
AMI
165
Amica Mutual Insurance
Rhode Island
$4.04M – – –
MHI
166
Miller Howard Investments
New York
$4.01M -$142K -2,507 -3%
LPL Financial
167
LPL Financial
California
$3.96M +$640K +11,276 +17%
DA
168
Duality Advisers
Florida
$3.93M +$4.4M +77,494 New
Cerity Partners
169
Cerity Partners
New York
$3.93M +$94.5K +1,664 +2%
Nisa Investment Advisors
170
Nisa Investment Advisors
Missouri
$3.85M -$693K -12,198 -14%
AM
171
AGF Management
Ontario, Canada
$3.85M +$4.31M +75,908 New
HPG
172
Harvest Portfolios Group
Ontario, Canada
$3.82M +$412K +7,251 +11%
Korea Investment Corp
173
Korea Investment Corp
South Korea
$3.79M -$149K -2,633 -3%
FCI
174
Financial Counselors Inc
Kansas
$3.77M -$62.6K -1,102 -1%
II
175
IFM Investors
Australia
$3.7M +$48K +846 +1%
5 6
7
8 9

EVRG Hedge Fund Activity: Q3 2023 in Review

662 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Evergy (EVRG) for Q3 2023, worth a combined $9.73B — down 12% from $11.1B a quarter earlier.

Buyers outnumbered sellers: 69 funds opened new EVRG positions and 61 closed out — a net gain of 8 holders — while 261 added to existing stakes and 216 trimmed.

The largest buyer was Citadel Advisors, adding an estimated $148M. The largest seller was Fidelity Investments, cutting an estimated $180M.

  • 662 institutional investors held Evergy (EVRG) as of Q3 2023, unchanged from Q2 2023.
  • Funds reported $9.73B of Evergy stock for Q3 2023, down 12% quarter-over-quarter.
  • 69 funds opened new Evergy positions in Q3 2023 and 61 closed out, a net change of +8 holders.
  • The largest Evergy buyer in Q3 2023 was Citadel Advisors, an estimated $148M added.
  • The largest Evergy seller in Q3 2023 was Fidelity Investments, an estimated $180M sold.

Based on aggregated 13F filings for Q3 2023.