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592 hedge funds and large institutions have $10.4B invested in Evergy in 2020 Q4 according to their latest regulatory filings, with 104 funds opening new positions, 174 increasing their positions, 227 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed

58% more first-time investments, than exits

New positions opened: 104 | Existing positions closed: 66

40% more call options, than puts

Call options by funds: $7.93M | Put options by funds: $5.67M

13% more capital invested

Capital invested by funds: $9.27B → $10.4B (+$1.17B)

6% more funds holding

Funds holding: 561592 (+31)

2.01% more ownership

Funds ownership: 81.01%83.02% (+2%)

0% more funds holding in top 10

Funds holding in top 10: 66 (0)

23% less repeat investments, than reductions

Existing positions increased: 174 | Existing positions reduced: 227

Holders
592
Holders Change
+31
Holders Change %
+5.53%
% of All Funds
10.48%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.11%
New
104
Increased
174
Reduced
227
Closed
66
Calls
$7.93M
Puts
$5.67M
Net Calls
+$2.26M
Net Calls Change
+$15.2M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.5B -$6.7M -122,048 -0.5%
BlackRock
2
BlackRock
New York
$861M -$89.8M -1,636,214 -10%
State Street
3
State Street
Massachusetts
$615M -$28.1M -512,056 -4%
EIM
4
Elliott Investment Management
Florida
$585M +$578M +10,541,914 New
Fidelity Investments
5
Fidelity Investments
Massachusetts
$513M +$16M +291,083 +3%
PAMU
6
Pictet Asset Management (UK)
United Kingdom
$272M +$264M +4,806,752 +5,268%
Citadel Advisors
7
Citadel Advisors
Florida
$271M +$110M +1,996,668 +69%
MAM
8
Magellan Asset Management
Australia
$244M +$104M +1,898,284 +76%
American Century Companies
9
American Century Companies
Missouri
$232M -$41.4M -754,958 -15%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$211M +$1.57M +28,587 +0.8%
Franklin Resources
11
Franklin Resources
California
$187M +$27.9M +508,614 +18%
N
12
Nuveen
North Carolina
$184M +$24.2M +441,813 +15%
Legal & General Group
13
Legal & General Group
United Kingdom
$142M -$6.35M -115,773 -4%
Mitsubishi UFJ Trust & Banking
14
Mitsubishi UFJ Trust & Banking
Japan
$139M -$28.8M -525,070 -17%
D.E. Shaw & Co
15
D.E. Shaw & Co
New York
$130M -$59.9M -1,092,411 -32%
Northern Trust
16
Northern Trust
Illinois
$128M -$6.92M -126,184 -5%
Invesco
17
Invesco
Georgia
$126M +$12.2M +222,946 +11%
Millennium Management
18
Millennium Management
New York
$125M +$69.5M +1,265,970 +127%
Massachusetts Financial Services
19
Massachusetts Financial Services
Massachusetts
$120M -$2.46M -44,857 -2%
Bank of New York Mellon
20
Bank of New York Mellon
New York
$116M +$2.85M +52,018 +3%
Cohen & Steers
21
Cohen & Steers
New York
$107M -$295K -5,382 -0.3%
California Public Employees Retirement System
22
California Public Employees Retirement System
California
$102M -$2.84M -51,839 -3%
WCM
23
Wedge Capital Management
North Carolina
$97.7M +$1.17M +21,359 +1%
LSV Asset Management
24
LSV Asset Management
Illinois
$94.9M -$2.85M -51,900 -3%
EIP
25
Epoch Investment Partners
New York
$91.9M +$12.9M +235,267 +17%

EVRG Hedge Fund Activity: Q4 2020 in Review

592 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Evergy (EVRG) for Q4 2020, worth a combined $10.4B — up 13% from $9.27B a quarter earlier.

Buyers outnumbered sellers: 104 funds opened new EVRG positions and 66 closed out — a net gain of 38 holders — while 174 added to existing stakes and 227 trimmed.

The largest buyer was Elliott Investment Management, opening a new position worth an estimated $578M. The largest seller was Credit Suisse, cutting an estimated $127M.

  • 592 institutional investors held Evergy (EVRG) as of Q4 2020, up from 561 in Q3 2020.
  • Funds reported $10.4B of Evergy stock for Q4 2020, up 13% quarter-over-quarter.
  • 104 funds opened new Evergy positions in Q4 2020 and 66 closed out, a net change of +38 holders.
  • The largest Evergy buyer in Q4 2020 was Elliott Investment Management, an estimated $578M added.
  • The largest Evergy seller in Q4 2020 was Credit Suisse, an estimated $127M sold.

Based on aggregated 13F filings for Q4 2020.