Evergy
EVRG
574 hedge funds and large institutions have $12.1B invested in Evergy in 2019 Q1 according to their latest regulatory filings, with 66 funds opening new positions, 214 increasing their positions, 198 reducing their positions, and 72 closing their positions.
8% more repeat investments, than reductions
Existing positions increased: 214 | Existing positions reduced: 198
0.99% more ownership
Funds ownership: 81.51% → 82.5% (+0.99%)
0% less capital invested
Capital invested by funds: $12.1B → $12.1B (-$29.9M)
8% less first-time investments, than exits
New positions opened: 66 | Existing positions closed: 72
2% less funds holding
Funds holding: 588 → 574 (-14)
59% less call options, than puts
Call options by funds: $1.94M | Put options by funds: $4.74M
64% less funds holding in top 10
Funds holding in top 10: 11 → 4 (-7)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MAM
Magellan Asset Management
Sydney,
Australia
|
+$119M |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
+$117M |
| 3 |
Adage Capital Partners
Boston,
Massachusetts
|
+$66.3M |
| 4 |
Invesco
Atlanta,
Georgia
|
+$54.3M |
| 5 |
CVA
Ceredex Value Advisors
Orlando,
Florida
|
+$45.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ZP
Zimmer Partners
New York
|
-$211M |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$141M |
| 3 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$91M |
| 4 |
SI
Scout Investments
Kansas City,
Missouri
|
-$86.2M |
| 5 |
CTA
Carillon Tower Advisers
St. Petersburg,
Florida
|
-$57.8M |
EVRG Hedge Fund Activity: Q1 2019 in Review
574 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Evergy (EVRG) for Q1 2019, worth a combined $12.1B — down 0.25% from $12.1B a quarter earlier.
Sellers outnumbered buyers: 72 funds closed out of EVRG and 66 opened new positions — a net loss of 6 holders — while 198 trimmed existing stakes and 214 added.
The largest buyer was Magellan Asset Management, adding an estimated $119M. The largest seller was Zimmer Partners, exiting entirely with an estimated $211M sold.
- 574 institutional investors held Evergy (EVRG) as of Q1 2019, down from 588 in Q4 2018.
- Funds reported $12.1B of Evergy stock for Q1 2019, down 0.25% quarter-over-quarter.
- 66 funds opened new Evergy positions in Q1 2019 and 72 closed out, a net change of -6 holders.
- The largest Evergy buyer in Q1 2019 was Magellan Asset Management, an estimated $119M added.
- The largest Evergy seller in Q1 2019 was Zimmer Partners, an estimated $211M sold.
Based on aggregated 13F filings for Q1 2019.