Evergy
EVRG
581 hedge funds and large institutions have $10.3B invested in Evergy in 2020 Q1 according to their latest regulatory filings, with 62 funds opening new positions, 176 increasing their positions, 228 reducing their positions, and 75 closing their positions.
392% more call options, than puts
Call options by funds: $9.94M | Put options by funds: $2.02M
25% more funds holding in top 10
Funds holding in top 10: 4 → 5 (+1)
0.66% less ownership
Funds ownership: 83.16% → 82.51% (-0.66%)
3% less funds holding
Funds holding: 600 → 581 (-19)
16% less capital invested
Capital invested by funds: $12.3B → $10.3B (-$2.02B)
17% less first-time investments, than exits
New positions opened: 62 | Existing positions closed: 75
23% less repeat investments, than reductions
Existing positions increased: 176 | Existing positions reduced: 228
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$96.2M |
| 2 |
Cohen & Steers
New York
|
+$93.7M |
| 3 |
CWM
CIBC World Markets
New York
|
+$91.9M |
| 4 |
Bank of Nova Scotia
Toronto,
Ontario, Canada
|
+$91.3M |
| 5 |
N
Nuveen
Charlotte,
North Carolina
|
+$91M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MAM
Magellan Asset Management
Sydney,
Australia
|
-$243M |
| 2 |
ZP
Zimmer Partners
New York
|
-$148M |
| 3 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$130M |
| 4 |
EAM
Eagle Asset Management
St Petersburg,
Florida
|
-$105M |
| 5 |
BlackRock
New York
|
-$102M |
EVRG Hedge Fund Activity: Q1 2020 in Review
581 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Evergy (EVRG) for Q1 2020, worth a combined $10.3B — down 16% from $12.3B a quarter earlier.
Sellers outnumbered buyers: 75 funds closed out of EVRG and 62 opened new positions — a net loss of 13 holders — while 228 trimmed existing stakes and 176 added.
The largest buyer was Fidelity Investments, adding an estimated $96.2M. The largest seller was Magellan Asset Management, cutting an estimated $243M.
- 581 institutional investors held Evergy (EVRG) as of Q1 2020, down from 600 in Q4 2019.
- Funds reported $10.3B of Evergy stock for Q1 2020, down 16% quarter-over-quarter.
- 62 funds opened new Evergy positions in Q1 2020 and 75 closed out, a net change of -13 holders.
- The largest Evergy buyer in Q1 2020 was Fidelity Investments, an estimated $96.2M added.
- The largest Evergy seller in Q1 2020 was Magellan Asset Management, an estimated $243M sold.
Based on aggregated 13F filings for Q1 2020.