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650 hedge funds and large institutions have $11.4B invested in Evergy in 2022 Q3 according to their latest regulatory filings, with 68 funds opening new positions, 246 increasing their positions, 203 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

96% more call options, than puts

Call options by funds: $11.2M | Put options by funds: $5.68M

45% more first-time investments, than exits

New positions opened: 68 | Existing positions closed: 47

21% more repeat investments, than reductions

Existing positions increased: 246 | Existing positions reduced: 203

2% more funds holding

Funds holding: 638650 (+12)

0.1% more ownership

Funds ownership: 83.83%83.93% (+0.1%)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

9% less capital invested

Capital invested by funds: $12.5B → $11.4B (-$1.09B)

Holders
650
Holders Change
+12
Holders Change %
+1.88%
% of All Funds
11.2%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
68
Increased
246
Reduced
203
Closed
47
Calls
$11.2M
Puts
$5.68M
Net Calls
+$5.47M
Net Calls Change
-$2.02M
Name Holding Trade Value Shares
Change
Change in
Stake
ClearBridge Investments
201
ClearBridge Investments
New York
$2.38M +$881K +13,100 +49%
CIBC Asset Management
202
CIBC Asset Management
Ontario, Canada
$2.37M +$806K +11,981 +43%
URS
203
Utah Retirement Systems
Utah
$2.37M +$13.5K +200 +0.5%
KTA
204
Keeley-Teton Advisors
Illinois
$2.35M -$25.8K -384 -1%
Mackenzie Financial
205
Mackenzie Financial
Ontario, Canada
$2.3M +$41.5K +617 +2%
FPB
206
First PREMIER Bank
South Dakota
$2.3M
UB
207
UMB Bank
Missouri
$2.28M -$16.6K -246 -0.6%
Tudor Investment Corp
208
Tudor Investment Corp
Connecticut
$2.28M +$2.58M +38,329 New
ProShare Advisors
209
ProShare Advisors
Maryland
$2.26M -$238K -3,537 -8%
RJFSA
210
Raymond James Financial Services Advisors
Florida
$2.26M -$9.69K -144 -0.4%
TRCT
211
Tower Research Capital (TRC)
New York
$2.2M +$864K +12,847 +53%
State of Tennessee, Department of Treasury
212
State of Tennessee, Department of Treasury
Tennessee
$2.2M
US Bancorp
213
US Bancorp
Minnesota
$2.17M -$146K -2,174 -6%
GIA
214
Guyasuta Investment Advisors
Pennsylvania
$2.15M +$33.3K +495 +1%
B
215
Bailard
California
$2.14M +$53K +788 +2%
IG
216
ING Group
Netherlands
$2.14M -$485K -7,210 -17%
CI
217
Conning Inc
Connecticut
$2.13M -$15.2K -226 -0.6%
BCI
218
Brinker Capital Investments
Pennsylvania
$2.12M -$146K -2,164 -6%
SO
219
STRS Ohio
Ohio
$2.09M +$183K +2,723 +8%
Zurich Cantonal Bank
220
Zurich Cantonal Bank
Switzerland
$2.08M +$417K +6,203 +22%
Assenagon Asset Management
221
Assenagon Asset Management
Luxembourg
$2.06M +$2.33M +34,593 New
CB
222
Commerce Bank
Missouri
$2.05M -$198K -2,942 -8%
PP
223
Prudential plc
United Kingdom
$2.02M +$1.89M +28,053 +466%
SG Americas Securities
224
SG Americas Securities
New York
$2.01M +$714K +10,616 +46%
WA
225
WealthTrust Axiom
Pennsylvania
$1.99M +$67 +1 +0%

EVRG Hedge Fund Activity: Q3 2022 in Review

650 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Evergy (EVRG) for Q3 2022, worth a combined $11.4B — down 8.7% from $12.5B a quarter earlier.

Buyers outnumbered sellers: 68 funds opened new EVRG positions and 47 closed out — a net gain of 21 holders — while 246 added to existing stakes and 203 trimmed.

The largest buyer was Capital International Investors, adding an estimated $109M. The largest seller was Citadel Advisors, cutting an estimated $104M.

  • 650 institutional investors held Evergy (EVRG) as of Q3 2022, up from 638 in Q2 2022.
  • Funds reported $11.4B of Evergy stock for Q3 2022, down 8.7% quarter-over-quarter.
  • 68 funds opened new Evergy positions in Q3 2022 and 47 closed out, a net change of +21 holders.
  • The largest Evergy buyer in Q3 2022 was Capital International Investors, an estimated $109M added.
  • The largest Evergy seller in Q3 2022 was Citadel Advisors, an estimated $104M sold.

Based on aggregated 13F filings for Q3 2022.