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Evergy

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
SOMRS
176
State of Michigan Retirement System
Michigan
$4.42M -$66.1K -1,100 -2%
RJA
177
Raymond James & Associates
Florida
$4.35M -$259K -4,309 -6%
Mariner
178
Mariner
Kansas
$4.27M +$2.19M +36,548 +117%
ASRS
179
Arizona State Retirement System
Arizona
$4.09M +$118K +1,961 +3%
LPL Financial
180
LPL Financial
California
$4.08M +$233K +3,881 +6%
OTPPB
181
Ontario Teachers' Pension Plan Board
Ontario, Canada
$4.04M +$3.42M +56,907 +775%
HighTower Advisors
182
HighTower Advisors
Illinois
$3.99M +$2.21M +36,816 +139%
OPERF
183
Oregon Public Employees Retirement Fund
Oregon
$3.98M -$284K -4,725 -7%
Nisa Investment Advisors
184
Nisa Investment Advisors
Missouri
$3.92M -$122K -2,037 -3%
AIG
185
American International Group
New York
$3.91M -$22.5K -375 -0.6%
CRI
186
Commonwealth Retirement Investments
Virginia
$3.89M +$3.72M +61,859 New
VWA
187
V Wealth Advisors
Kansas
$3.87M -$298K -4,956 -7%
Stifel Financial
188
Stifel Financial
Missouri
$3.86M +$619K +10,315 +20%
Commonwealth Equity Services
189
Commonwealth Equity Services
Massachusetts
$3.86M +$85.7K +1,427 +2%
HFS
190
Hantz Financial Services
Michigan
$3.85M +$180K +3,003 +5%
EIA
191
Edgemoor Investment Advisors
Maryland
$3.82M -$76.9K -1,280 -2%
Mercer Global Advisors
192
Mercer Global Advisors
Colorado
$3.8M +$37.2K +619 +1%
BEI
193
Benjamin Edwards Inc
Missouri
$3.79M +$66.2K +1,103 +2%
MIM
194
MetLife Investment Management
New Jersey
$3.76M -$58.8K -979 -2%
IA
195
Icon Advisers
Colorado
$3.75M +$252K +4,200 +8%
Nomura Asset Management
196
Nomura Asset Management
Japan
$3.71M +$117K +1,945 +3%
AB
197
Amalgamated Bank
New York
$3.68M -$14.7K -244 -0.4%
IG
198
ING Group
Netherlands
$3.64M +$1.32M +21,954 +61%
Teacher Retirement System of Texas
199
Teacher Retirement System of Texas
Texas
$3.64M -$3.6M -59,976 -51%
CBOR
200
Community Bank of Raymore
Missouri
$3.54M +$291K +4,840 +9%

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.