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588 hedge funds and large institutions have $12.1B invested in Evergy in 2018 Q4 according to their latest regulatory filings, with 86 funds opening new positions, 176 increasing their positions, 224 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

69% more first-time investments, than exits

New positions opened: 86 | Existing positions closed: 51

22% more funds holding in top 10

Funds holding in top 10: 911 (+2)

5% more funds holding

Funds holding: 558588 (+30)

0.25% more ownership

Funds ownership: 81.26%81.51% (+0.25%)

0% more capital invested

Capital invested by funds: $12.1B → $12.1B (+$10M)

21% less repeat investments, than reductions

Existing positions increased: 176 | Existing positions reduced: 224

Holders
588
Holders Change
+30
Holders Change %
+5.38%
% of All Funds
13.1%
Holding in Top 10
11
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+22.22%
% of All Funds
0.25%
New
86
Increased
176
Reduced
224
Closed
51
Calls
$744K
Puts
Net Calls
+$744K
Net Calls Change
-$3.52M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.69B +$9.89M +171,341 +0.6%
BlackRock
2
BlackRock
New York
$1.12B -$88.2M -1,528,616 -7%
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$757M -$55.3M -958,283 -7%
State Street
4
State Street
Massachusetts
$707M +$16.6M +287,296 +2%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$426M +$62.1M +1,075,097 +17%
JP Morgan Chase
6
JP Morgan Chase
New York
$419M +$157M +2,726,412 +59%
Renaissance Technologies
7
Renaissance Technologies
New York
$392M +$65.1M +1,127,983 +20%
Franklin Resources
8
Franklin Resources
California
$245M -$27.2M -471,142 -10%
ZP
9
Zimmer Partners
New York
$211M -$101M -1,746,304 -32%
Citadel Advisors
10
Citadel Advisors
Florida
$203M -$13.7M -236,931 -6%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$200M +$12.3M +212,498 +6%
CBOA
12
Commonwealth Bank of Australia
Australia
$194M -$143M -2,474,385 -42%
Janus Henderson Group
13
Janus Henderson Group
United Kingdom
$193M +$13.6M +235,025 +7%
Northern Trust
14
Northern Trust
Illinois
$182M +$8.3M +143,853 +5%
Jennison Associates
15
Jennison Associates
New York
$181M -$9.3M -161,094 -5%
Legal & General Group
16
Legal & General Group
United Kingdom
$153M +$11.8M +204,160 +8%
Invesco
17
Invesco
Georgia
$152M +$11.4M +197,631 +8%
Millennium Management
18
Millennium Management
New York
$136M -$163M -2,819,727 -54%
Deutsche Bank
19
Deutsche Bank
Germany
$129M -$18.7M -324,457 -12%
DPIM
20
Duff & Phelps Investment Management
Illinois
$125M -$284K -4,916 -0.2%
Boston Partners
21
Boston Partners
Massachusetts
$117M +$3.03M +52,484 +3%
Massachusetts Financial Services
22
Massachusetts Financial Services
Massachusetts
$114M -$25.4M -440,160 -18%
Cohen & Steers
23
Cohen & Steers
New York
$110M +$10.6M +183,315 +10%
Principal Financial Group
24
Principal Financial Group
Iowa
$109M -$14.3M -247,433 -11%
Bank of New York Mellon
25
Bank of New York Mellon
New York
$101M -$40.9M -708,290 -29%

EVRG Hedge Fund Activity: Q4 2018 in Review

588 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Evergy (EVRG) for Q4 2018, worth a combined $12.1B — up 0.08% from $12.1B a quarter earlier.

Buyers outnumbered sellers: 86 funds opened new EVRG positions and 51 closed out — a net gain of 35 holders — while 176 added to existing stakes and 224 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $157M. The largest seller was Millennium Management, cutting an estimated $163M.

  • 588 institutional investors held Evergy (EVRG) as of Q4 2018, up from 558 in Q3 2018.
  • Funds reported $12.1B of Evergy stock for Q4 2018, up 0.08% quarter-over-quarter.
  • 86 funds opened new Evergy positions in Q4 2018 and 51 closed out, a net change of +35 holders.
  • The largest Evergy buyer in Q4 2018 was JP Morgan Chase, an estimated $157M added.
  • The largest Evergy seller in Q4 2018 was Millennium Management, an estimated $163M sold.

Based on aggregated 13F filings for Q4 2018.