Evergy
EVRG
582 hedge funds and large institutions have $11.9B invested in Evergy in 2021 Q2 according to their latest regulatory filings, with 60 funds opening new positions, 230 increasing their positions, 163 reducing their positions, and 56 closing their positions.
41% more repeat investments, than reductions
Existing positions increased: 230 | Existing positions reduced: 163
38% more call options, than puts
Call options by funds: $12.1M | Put options by funds: $8.77M
5% more capital invested
Capital invested by funds: $11.3B → $11.9B (+$580M)
2% more ownership
Funds ownership: 83.8% → 85.8% (+2%)
7% more first-time investments, than exits
New positions opened: 60 | Existing positions closed: 56
0% more funds holding in top 10
Funds holding in top 10: 5 → 5 (0)
1% less funds holding
Funds holding: 585 → 582 (-3)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
+$155M |
| 2 |
CS
Credit Suisse
Zurich,
Switzerland
|
+$143M |
| 3 |
BEP
Bluescape Energy Partners
Dallas,
Texas
|
+$142M |
| 4 |
Millennium Management
New York
|
+$87.3M |
| 5 |
Prudential Financial
Newark,
New Jersey
|
+$79.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
American Century Companies
Kansas City,
Missouri
|
-$106M |
| 2 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$92.1M |
| 3 |
CC
Covalis Capital
London,
United Kingdom
|
-$85.7M |
| 4 |
Adage Capital Partners
Boston,
Massachusetts
|
-$43.5M |
| 5 |
Point72 Asset Management
Stamford,
Connecticut
|
-$42.2M |
EVRG Hedge Fund Activity: Q2 2021 in Review
582 of the 5,767 institutional investors tracked by Wall St. Rank reported a position in Evergy (EVRG) for Q2 2021, worth a combined $11.9B — up 5.1% from $11.3B a quarter earlier.
Buyers outnumbered sellers: 60 funds opened new EVRG positions and 56 closed out — a net gain of 4 holders — while 230 added to existing stakes and 163 trimmed.
The largest buyer was JP Morgan Chase, adding an estimated $155M. The largest seller was American Century Companies, cutting an estimated $106M.
- 582 institutional investors held Evergy (EVRG) as of Q2 2021, down from 585 in Q1 2021.
- Funds reported $11.9B of Evergy stock for Q2 2021, up 5.1% quarter-over-quarter.
- 60 funds opened new Evergy positions in Q2 2021 and 56 closed out, a net change of +4 holders.
- The largest Evergy buyer in Q2 2021 was JP Morgan Chase, an estimated $155M added.
- The largest Evergy seller in Q2 2021 was American Century Companies, an estimated $106M sold.
Based on aggregated 13F filings for Q2 2021.