We are live on ! Find out more

588 hedge funds and large institutions have $12.1B invested in Evergy in 2018 Q4 according to their latest regulatory filings, with 86 funds opening new positions, 176 increasing their positions, 224 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

69% more first-time investments, than exits

New positions opened: 86 | Existing positions closed: 51

22% more funds holding in top 10

Funds holding in top 10: 911 (+2)

5% more funds holding

Funds holding: 558588 (+30)

0.25% more ownership

Funds ownership: 81.26%81.51% (+0.25%)

0% more capital invested

Capital invested by funds: $12.1B → $12.1B (+$10M)

21% less repeat investments, than reductions

Existing positions increased: 176 | Existing positions reduced: 224

Holders
588
Holders Change
+30
Holders Change %
+5.38%
% of All Funds
13.1%
Holding in Top 10
11
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+22.22%
% of All Funds
0.25%
New
86
Increased
176
Reduced
224
Closed
51
Calls
$744K
Puts
Net Calls
+$744K
Net Calls Change
-$3.52M
Name Holding Trade Value Shares
Change
Change in
Stake
HCM
201
Huber Capital Management
California
$2.71M -$12.1M -209,085 -81%
Commonwealth Equity Services
202
Commonwealth Equity Services
Massachusetts
$2.65M -$2.02M -35,021 -43%
FWM
203
Frontier Wealth Management
Missouri
$2.62M -$73.5K -1,273 -3%
Envestnet Asset Management
204
Envestnet Asset Management
Illinois
$2.6M +$2.64M +45,814 New
Stifel Financial
205
Stifel Financial
Missouri
$2.59M -$21.9K -380 -0.8%
FPB
206
First PREMIER Bank
South Dakota
$2.57M +$14.7K +255 +0.6%
WA
207
WealthTrust Axiom
Pennsylvania
$2.54M -$26.2K -454 -1%
Public Employees Retirement Association of Colorado
208
Public Employees Retirement Association of Colorado
Colorado
$2.51M -$23.8K -413 -0.9%
Creative Planning
209
Creative Planning
Kansas
$2.48M +$162K +2,811 +7%
PCM
210
Prelude Capital Management
New York
$2.47M -$1.07M -18,480 -30%
SAM
211
Shell Asset Management
Netherlands
$2.4M -$592K -10,250 -20%
HF
212
HRT Financial
New York
$2.35M +$2.39M +41,335 New
MC
213
Machina Capital
France
$2.34M +$2.38M +41,160 New
LPL Financial
214
LPL Financial
California
$2.3M +$75.9K +1,315 +3%
AIMCA
215
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$2.29M -$13.7M -237,095 -85%
NMIMC
216
Northwestern Mutual Investment Management Company
Wisconsin
$2.27M -$434K -7,517 -16%
EP
217
Elkfork Partners
Oregon
$2.27M +$1.82M +31,504 +370%
KOCAA
218
Knights of Columbus Asset Advisors
Connecticut
$2.22M -$121K -2,100 -5%
SAM
219
Securian Asset Management
Minnesota
$2.19M -$499K -8,643 -18%
MLICM
220
Metropolitan Life Insurance Company (MetLife)
New York
$2.17M -$77.8K -1,348 -3%
SG Americas Securities
221
SG Americas Securities
New York
$2.11M +$197K +3,416 +10%
MSA
222
Mason Street Advisors
Wisconsin
$2.11M -$60.6K -1,050 -3%
Baird Financial Group
223
Baird Financial Group
Wisconsin
$2.1M -$48K -832 -2%
CI
224
Conning Inc
Connecticut
$2.07M +$54.3K +940 +3%
MSE
225
MUFG Securities EMEA
United Kingdom
$2.04M +$1.65M +28,577 +388%

EVRG Hedge Fund Activity: Q4 2018 in Review

588 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Evergy (EVRG) for Q4 2018, worth a combined $12.1B — up 0.08% from $12.1B a quarter earlier.

Buyers outnumbered sellers: 86 funds opened new EVRG positions and 51 closed out — a net gain of 35 holders — while 176 added to existing stakes and 224 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $157M. The largest seller was Millennium Management, cutting an estimated $163M.

  • 588 institutional investors held Evergy (EVRG) as of Q4 2018, up from 558 in Q3 2018.
  • Funds reported $12.1B of Evergy stock for Q4 2018, up 0.08% quarter-over-quarter.
  • 86 funds opened new Evergy positions in Q4 2018 and 51 closed out, a net change of +35 holders.
  • The largest Evergy buyer in Q4 2018 was JP Morgan Chase, an estimated $157M added.
  • The largest Evergy seller in Q4 2018 was Millennium Management, an estimated $163M sold.

Based on aggregated 13F filings for Q4 2018.