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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
Aberdeen Group
201
Aberdeen Group
United Kingdom
$3.53M +$95.3K +1,587 +3%
PCM
202
Penserra Capital Management
California
$3.48M +$3.32M +55,267 New
Comerica Bank
203
Comerica Bank
Texas
$3.45M -$323K -5,372 -9%
YCM
204
Yousif Capital Management
Michigan
$3.45M +$40.5K +675 +1%
VanEck Associates
205
VanEck Associates
New York
$3.37M +$501K +8,350 +19%
AG
206
Advocate Group
Minnesota
$3.25M +$1.91M +31,841 +161%
Cambridge Investment Research Advisors
207
Cambridge Investment Research Advisors
Iowa
$3.23M +$54.4K +905 +2%
AIM
208
Aigen Investment Management
New York
$3.22M +$3.07M +51,124 New
II
209
IFM Investors
Australia
$3.2M -$985K -16,404 -24%
AAF
210
Andra AP-fonden
Sweden
$3.13M +$1.03M +17,100 +52%
SLAM
211
Swiss Life Asset Management
$3.09M -$510K -8,496 -15%
Schroder Investment Management Group
212
Schroder Investment Management Group
United Kingdom
$3.07M +$281K +4,679 +11%
TCM
213
Twin Capital Management
Pennsylvania
$3.06M -$178K -2,960 -6%
Holocene Advisors
214
Holocene Advisors
New York
$3.02M -$115K -1,915 -4%
KACA
215
Kayne Anderson Capital Advisors
California
$2.99M -$8.97M -149,402 -76%
Public Sector Pension Investment Board (PSP Investments)
216
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$2.96M +$379K +6,303 +15%
Walleye Capital
217
Walleye Capital
New York
$2.9M -$3.75M -62,507 -58%
MML Investors Services
218
MML Investors Services
Massachusetts
$2.8M +$220K +3,666 +9%
WC
219
Wexford Capital
Florida
$2.78M -$181K -3,015 -6%
GIBU
220
Gulf International Bank (UK)
United Kingdom
$2.74M
WG
221
Winton Group
United Kingdom
$2.72M -$1.36M -22,629 -34%
CIBC Asset Management
222
CIBC Asset Management
Ontario, Canada
$2.7M +$185K +3,077 +8%
Zurich Cantonal Bank
223
Zurich Cantonal Bank
Switzerland
$2.68M +$459K +7,635 +22%
BA
224
Bridgewater Associates
Connecticut
$2.66M +$629K +10,472 +33%
Janus Henderson Group
225
Janus Henderson Group
United Kingdom
$2.55M -$870K -14,491 -26%

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.