Evergy
EVRG
588 hedge funds and large institutions have $13.1B invested in Evergy in 2019 Q3 according to their latest regulatory filings, with 70 funds opening new positions, 212 increasing their positions, 196 reducing their positions, and 45 closing their positions.
996% more call options, than puts
Call options by funds: $31M | Put options by funds: $2.83M
56% more first-time investments, than exits
New positions opened: 70 | Existing positions closed: 45
9% more capital invested
Capital invested by funds: $12B → $13.1B (+$1.12B)
4% more funds holding
Funds holding: 567 → 588 (+21)
1.91% more ownership
Funds ownership: 81.75% → 83.67% (+1.9%)
8% more repeat investments, than reductions
Existing positions increased: 212 | Existing positions reduced: 196
33% less funds holding in top 10
Funds holding in top 10: 6 → 4 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$305M |
| 2 |
Mitsubishi UFJ Trust & Banking
Tokyo,
Japan
|
+$214M |
| 3 |
MAM
Magellan Asset Management
Sydney,
Australia
|
+$83.7M |
| 4 |
Victory Capital Management
San Antonio,
Texas
|
+$32.9M |
| 5 |
N
Nuveen
Charlotte,
North Carolina
|
+$28.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$190M |
| 2 |
Millennium Management
New York
|
-$171M |
| 3 |
Principal Financial Group
Des Moines,
Iowa
|
-$90.1M |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
-$75M |
| 5 |
Jennison Associates
New York
|
-$70.6M |
EVRG Hedge Fund Activity: Q3 2019 in Review
588 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Evergy (EVRG) for Q3 2019, worth a combined $13.1B — up 9.3% from $12B a quarter earlier.
Buyers outnumbered sellers: 70 funds opened new EVRG positions and 45 closed out — a net gain of 25 holders — while 212 added to existing stakes and 196 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $305M. The largest seller was T. Rowe Price Associates, cutting an estimated $190M.
- 588 institutional investors held Evergy (EVRG) as of Q3 2019, up from 567 in Q2 2019.
- Funds reported $13.1B of Evergy stock for Q3 2019, up 9.3% quarter-over-quarter.
- 70 funds opened new Evergy positions in Q3 2019 and 45 closed out, a net change of +25 holders.
- The largest Evergy buyer in Q3 2019 was Morgan Stanley, an estimated $305M added.
- The largest Evergy seller in Q3 2019 was T. Rowe Price Associates, an estimated $190M sold.
Based on aggregated 13F filings for Q3 2019.