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Evergy

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
GIBU
176
Gulf International Bank (UK)
United Kingdom
$3.26M -$107K -1,959 -3%
Robeco Institutional Asset Management
177
Robeco Institutional Asset Management
Netherlands
$3.24M -$6.04M -110,158 -65%
MPM
178
Meritage Portfolio Management
Kansas
$3.16M +$840K +15,303 +37%
MNBTD
179
Moody National Bank Trust Division
Texas
$3.09M
MIM
180
MetLife Investment Management
New Jersey
$3.06M -$133K -2,424 -4%
ANI
181
American National Insurance
Texas
$2.96M
NIPH
182
NN Investment Partners Holdings
Netherlands
$2.92M -$1.14M -20,756 -28%
Commonwealth Equity Services
183
Commonwealth Equity Services
Massachusetts
$2.87M +$41.4K +755 +1%
TAM
184
Tealwood Asset Management
Minnesota
$2.64M -$140K -2,557 -5%
KTA
185
Keeley-Teton Advisors
Illinois
$2.63M -$136K -2,486 -5%
CAL
186
Capital Analysts LLC
Pennsylvania
$2.63M +$92K +1,677 +4%
Aviva
187
Aviva
United Kingdom
$2.53M -$9.71K -177 -0.4%
Stifel Financial
188
Stifel Financial
Missouri
$2.53M +$593K +10,799 +31%
MSL
189
Mackay Shields LLC
New York
$2.53M -$115K -2,088 -4%
SG Americas Securities
190
SG Americas Securities
New York
$2.52M -$3.07M -55,865 -55%
OAC
191
OMERS Administration Corp
Ontario, Canada
$2.52M
URS
192
Utah Retirement Systems
Utah
$2.51M +$98.8K +1,800 +4%
SAM
193
Securian Asset Management
Minnesota
$2.51M -$121K -2,209 -5%
Balyasny Asset Management
194
Balyasny Asset Management
Illinois
$2.51M -$5.22M -95,059 -68%
HHAM
195
HITE Hedge Asset Management
Massachusetts
$2.48M +$2.45M +44,600 New
EAM
196
Eagle Asset Management
Florida
$2.45M
Nomura Asset Management
197
Nomura Asset Management
Japan
$2.44M +$39K +710 +2%
Macquarie Group
198
Macquarie Group
Australia
$2.39M +$310K +5,644 +15%
SAM
199
Shell Asset Management
Netherlands
$2.37M +$477K +8,692 +26%
RIM
200
Redwood Investment Management
Arizona
$2.35M -$435K -7,920 -16%

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.