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Evergy
EVRG

558 hedge funds and large institutions have $12.1B invested in Evergy in 2018 Q3 according to their latest regulatory filings, with 92 funds opening new positions, 185 increasing their positions, 192 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

109% more first-time investments, than exits

New positions opened: 92 | Existing positions closed: 44

9% more funds holding

Funds holding: 513 → 558 (+45)

3% less capital invested

Capital invested by funds: $12.5B → $12.1B (-$422M)

4% less repeat investments, than reductions

Existing positions increased: 185 | Existing positions reduced: 192

1.1% less ownership

Funds ownership: 82.36% → 81.26% (-1.1%)

25% less funds holding in top 10

Funds holding in top 10: 12 → 9 (-3)

Holders
558
Holders Change
+45
Holders Change %
+8.77%
% of All Funds
12.71%
Holding in Top 10
9
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-25%
% of All Funds
0.2%
New
92
Increased
185
Reduced
192
Closed
44
Calls
$4.26M
Puts
–
Net Calls
+$4.26M
Net Calls Change
+$2.98M

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$126M
2
ZP
Zimmer Partners
New York
+$111M
3
Invesco
Invesco
Georgia
+$72.9M
4
Millennium Management
Millennium Management
New York
+$69.2M
5
JP Morgan Chase
JP Morgan Chase
New York
+$60.1M

Top Sellers

Rank Fund Capital Flow
1
Adage Capital Partners
Adage Capital Partners
Massachusetts
-$138M
2
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$132M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$131M
4
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$105M
5
Fidelity Investments
Fidelity Investments
Massachusetts
-$76.9M

EVRG Hedge Fund Activity: Q3 2018 in Review

558 of the 4,391 institutional investors tracked by Wall St. Rank reported a position in Evergy (EVRG) for Q3 2018, worth a combined $12.1B — down 3.4% from $12.5B a quarter earlier.

Buyers outnumbered sellers: 92 funds opened new EVRG positions and 44 closed out — a net gain of 48 holders — while 185 added to existing stakes and 192 trimmed.

The largest buyer was BlackRock, adding an estimated $126M. The largest seller was Adage Capital Partners, cutting an estimated $138M.

  • 558 institutional investors held Evergy (EVRG) as of Q3 2018, up from 513 in Q2 2018.
  • Funds reported $12.1B of Evergy stock for Q3 2018, down 3.4% quarter-over-quarter.
  • 92 funds opened new Evergy positions in Q3 2018 and 44 closed out, a net change of +48 holders.
  • The largest Evergy buyer in Q3 2018 was BlackRock, an estimated $126M added.
  • The largest Evergy seller in Q3 2018 was Adage Capital Partners, an estimated $138M sold.

Based on aggregated 13F filings for Q3 2018.