Evergy
EVRG
600 hedge funds and large institutions have $12.3B invested in Evergy in 2019 Q4 according to their latest regulatory filings, with 86 funds opening new positions, 189 increasing their positions, 213 reducing their positions, and 61 closing their positions.
98,016% more call options, than puts
Call options by funds: $18.6M | Put options by funds: $19K
41% more first-time investments, than exits
New positions opened: 86 | Existing positions closed: 61
2% more funds holding
Funds holding: 588 → 600 (+12)
0% more funds holding in top 10
Funds holding in top 10: 4 → 4 (0)
0.5% less ownership
Funds ownership: 83.67% → 83.16% (-0.5%)
6% less capital invested
Capital invested by funds: $13.1B → $12.3B (-$770M)
11% less repeat investments, than reductions
Existing positions increased: 189 | Existing positions reduced: 213
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
+$203M |
| 2 |
ZP
Zimmer Partners
New York
|
+$145M |
| 3 |
CS
Credit Suisse
Zurich,
Switzerland
|
+$107M |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
+$97.9M |
| 5 |
Millennium Management
New York
|
+$63.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$362M |
| 2 |
JP Morgan Chase
New York
|
-$231M |
| 3 |
Morgan Stanley
New York
|
-$211M |
| 4 |
Cohen & Steers
New York
|
-$75.8M |
| 5 |
Franklin Resources
San Mateo,
California
|
-$69.3M |
EVRG Hedge Fund Activity: Q4 2019 in Review
600 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Evergy (EVRG) for Q4 2019, worth a combined $12.3B — down 5.9% from $13.1B a quarter earlier.
Buyers outnumbered sellers: 86 funds opened new EVRG positions and 61 closed out — a net gain of 25 holders — while 189 added to existing stakes and 213 trimmed.
The largest buyer was Deutsche Bank, adding an estimated $203M. The largest seller was T. Rowe Price Associates, cutting an estimated $362M.
- 600 institutional investors held Evergy (EVRG) as of Q4 2019, up from 588 in Q3 2019.
- Funds reported $12.3B of Evergy stock for Q4 2019, down 5.9% quarter-over-quarter.
- 86 funds opened new Evergy positions in Q4 2019 and 61 closed out, a net change of +25 holders.
- The largest Evergy buyer in Q4 2019 was Deutsche Bank, an estimated $203M added.
- The largest Evergy seller in Q4 2019 was T. Rowe Price Associates, an estimated $362M sold.
Based on aggregated 13F filings for Q4 2019.