Evergy
EVRG
585 hedge funds and large institutions have $11.3B invested in Evergy in 2021 Q1 according to their latest regulatory filings, with 66 funds opening new positions, 203 increasing their positions, 190 reducing their positions, and 67 closing their positions.
133% more call options, than puts
Call options by funds: $25.1M | Put options by funds: $10.8M
8% more capital invested
Capital invested by funds: $10.4B → $11.3B (+$869M)
7% more repeat investments, than reductions
Existing positions increased: 203 | Existing positions reduced: 190
0.79% more ownership
Funds ownership: 83.01% → 83.8% (+0.79%)
1% less first-time investments, than exits
New positions opened: 66 | Existing positions closed: 67
2% less funds holding
Funds holding: 594 → 585 (-9)
17% less funds holding in top 10
Funds holding in top 10: 6 → 5 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$236M |
| 2 |
Franklin Resources
San Mateo,
California
|
+$136M |
| 3 |
BC
Brookfield Corp
Toronto,
Ontario, Canada
|
+$118M |
| 4 |
CS
Credit Suisse
Zurich,
Switzerland
|
+$106M |
| 5 |
TSW
Thompson Siegel & Walmsley
Richmond,
Virginia
|
+$68.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
-$245M |
| 2 |
Janus Henderson Group
London,
|
-$73.3M |
| 3 |
DKCM
Davidson Kempner Capital Management
New York
|
-$61.1M |
| 4 |
Bank of Nova Scotia
Toronto,
Ontario, Canada
|
-$60.7M |
| 5 |
D.E. Shaw & Co
New York
|
-$51.9M |
EVRG Hedge Fund Activity: Q1 2021 in Review
585 of the 5,711 institutional investors tracked by Wall St. Rank reported a position in Evergy (EVRG) for Q1 2021, worth a combined $11.3B — up 8.3% from $10.4B a quarter earlier.
Sellers outnumbered buyers: 67 funds closed out of EVRG and 66 opened new positions — a net loss of 1 holder — while 190 trimmed existing stakes and 203 added.
The largest buyer was T. Rowe Price Associates, adding an estimated $236M. The largest seller was Citadel Advisors, cutting an estimated $245M.
- 585 institutional investors held Evergy (EVRG) as of Q1 2021, down from 594 in Q4 2020.
- Funds reported $11.3B of Evergy stock for Q1 2021, up 8.3% quarter-over-quarter.
- 66 funds opened new Evergy positions in Q1 2021 and 67 closed out, a net change of -1 holder.
- The largest Evergy buyer in Q1 2021 was T. Rowe Price Associates, an estimated $236M added.
- The largest Evergy seller in Q1 2021 was Citadel Advisors, an estimated $245M sold.
Based on aggregated 13F filings for Q1 2021.