We are live on ! Find out more

561 hedge funds and large institutions have $9.27B invested in Evergy in 2020 Q3 according to their latest regulatory filings, with 74 funds opening new positions, 192 increasing their positions, 196 reducing their positions, and 88 closing their positions.

New
Increased
Maintained
Reduced
Closed

2% less repeat investments, than reductions

Existing positions increased: 192 | Existing positions reduced: 196

1.67% less ownership

Funds ownership: 82.69%81.01% (-1.7%)

3% less funds holding

Funds holding: 579561 (-18)

16% less first-time investments, than exits

New positions opened: 74 | Existing positions closed: 88

17% less capital invested

Capital invested by funds: $11.1B → $9.27B (-$1.84B)

54% less funds holding in top 10

Funds holding in top 10: 136 (-7)

56% less call options, than puts

Call options by funds: $10.1M | Put options by funds: $23M

Holders
561
Holders Change
-18
Holders Change %
-3.11%
% of All Funds
11.32%
Holding in Top 10
6
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-53.85%
% of All Funds
0.12%
New
74
Increased
192
Reduced
196
Closed
88
Calls
$10.1M
Puts
$23M
Net Calls
-$12.9M
Net Calls Change
-$71M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.38B -$55.7M -995,924 -4%
BlackRock
2
BlackRock
New York
$872M -$8.95M -160,042 -0.9%
State Street
3
State Street
Massachusetts
$589M -$21.2M -378,630 -3%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$455M +$66.7M +1,193,937 +15%
American Century Companies
5
American Century Companies
Missouri
$251M -$537K -9,609 -0.2%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$192M +$1.76M +31,540 +0.8%
D.E. Shaw & Co
7
D.E. Shaw & Co
New York
$175M +$53.5M +957,284 +39%
Mitsubishi UFJ Trust & Banking
8
Mitsubishi UFJ Trust & Banking
Japan
$154M -$2.52M -45,132 -1%
Citadel Advisors
9
Citadel Advisors
Florida
$146M +$76.8M +1,374,407 +91%
N
10
Nuveen
North Carolina
$146M +$13M +232,321 +9%
Franklin Resources
11
Franklin Resources
California
$145M +$16.4M +293,049 +11%
Legal & General Group
12
Legal & General Group
United Kingdom
$136M +$1.22M +21,765 +0.8%
CS
13
Credit Suisse
Switzerland
$133M +$35.7M +638,003 +32%
APG Asset Management
14
APG Asset Management
Netherlands
$128M +$8.5M +152,000 +5%
MAM
15
Magellan Asset Management
Australia
$127M +$129M +2,312,838 +1,217%
BNP Paribas Financial Markets
16
BNP Paribas Financial Markets
France
$126M +$112M +2,003,225 +420%
Northern Trust
17
Northern Trust
Illinois
$123M -$23M -411,486 -14%
Goldman Sachs
18
Goldman Sachs
New York
$122M +$17.8M +318,379 +15%
Massachusetts Financial Services
19
Massachusetts Financial Services
Massachusetts
$112M +$3.62M +64,839 +3%
Bank of Nova Scotia
20
Bank of Nova Scotia
Ontario, Canada
$104M +$9.88M +176,668 +9%
Invesco
21
Invesco
Georgia
$104M +$22.9M +409,291 +25%
Bank of New York Mellon
22
Bank of New York Mellon
New York
$104M +$906K +16,208 +0.8%
Cohen & Steers
23
Cohen & Steers
New York
$98.1M +$14M +249,845 +15%
Renaissance Technologies
24
Renaissance Technologies
New York
$97.2M -$122M -2,188,343 -53%
California Public Employees Retirement System
25
California Public Employees Retirement System
California
$96M -$1.3M -23,199 -1%

EVRG Hedge Fund Activity: Q3 2020 in Review

561 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Evergy (EVRG) for Q3 2020, worth a combined $9.27B — down 17% from $11.1B a quarter earlier.

Sellers outnumbered buyers: 88 funds closed out of EVRG and 74 opened new positions — a net loss of 14 holders — while 196 trimmed existing stakes and 192 added.

The largest buyer was Magellan Asset Management, adding an estimated $129M. The largest seller was Renaissance Technologies, cutting an estimated $122M.

  • 561 institutional investors held Evergy (EVRG) as of Q3 2020, down from 579 in Q2 2020.
  • Funds reported $9.27B of Evergy stock for Q3 2020, down 17% quarter-over-quarter.
  • 74 funds opened new Evergy positions in Q3 2020 and 88 closed out, a net change of -14 holders.
  • The largest Evergy buyer in Q3 2020 was Magellan Asset Management, an estimated $129M added.
  • The largest Evergy seller in Q3 2020 was Renaissance Technologies, an estimated $122M sold.

Based on aggregated 13F filings for Q3 2020.