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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
MGIA
201
Moneta Group Investment Advisors
Missouri
$2.34M +$101K +1,849 +5%
CWM
202
CIBC World Markets
New York
$2.32M +$795K +14,485 +53%
IA
203
Icon Advisers
Colorado
$2.3M -$98.8K -1,800 -4%
SBWIC
204
Schaper Benz & Wise Investment Counsel
Wisconsin
$2.29M +$1.18M +21,585 +110%
Osaic Holdings
205
Osaic Holdings
Arizona
$2.29M -$102K -1,864 -4%
US Bancorp
206
US Bancorp
Minnesota
$2.27M -$131K -2,379 -6%
RIM
207
Redpoint Investment Management
Australia
$2.26M +$222K +4,040 +11%
State of Tennessee, Department of Treasury
208
State of Tennessee, Department of Treasury
Tennessee
$2.26M -$280K -5,094 -11%
FPB
209
First PREMIER Bank
South Dakota
$2.25M -$10.6K -194 -0.5%
PP
210
Paloma Partners
Connecticut
$2.23M +$1.29M +23,530 +141%
Creative Planning
211
Creative Planning
Kansas
$2.22M -$141K -2,578 -6%
CB
212
Commerce Bank
Missouri
$2.17M +$878 +16 +0%
QSS
213
Quantitative Systematic Strategies
Florida
$2.14M +$1,000K +18,219 +89%
TPSF
214
Texas Permanent School Fund
Texas
$2.14M -$168K -3,062 -7%
UIM
215
USS Investment Management
United Kingdom
$2.14M -$2.19M -39,900 -51%
BCIM
216
British Columbia Investment Management
British Columbia, Canada
$2.13M -$55.1K -1,005 -3%
SOADOR
217
State of Alaska Department of Revenue
Alaska
$2.1M -$109K -1,985 -5%
Susquehanna International Group
218
Susquehanna International Group
Pennsylvania
$2.04M +$846K +15,418 +72%
WA
219
WealthTrust Axiom
Pennsylvania
$2M -$13.6K -247 -0.7%
GG
220
Gofen & Glossberg
Illinois
$2M +$91.4K +1,665 +5%
CI
221
Conning Inc
Connecticut
$1.97M -$4.94K -90 -0.3%
Zurich Cantonal Bank
222
Zurich Cantonal Bank
Switzerland
$1.96M -$495K -9,028 -20%
DCM
223
Dupont Capital Management
Delaware
$1.95M -$606K -11,040 -24%
BCM
224
BCK Capital Management
Connecticut
$1.9M +$1.88M +34,188 New
Cambridge Investment Research Advisors
225
Cambridge Investment Research Advisors
Iowa
$1.85M +$88K +1,603 +5%

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.