Evergy
EVRG
592 hedge funds and large institutions have $12.3B invested in Evergy in 2021 Q3 according to their latest regulatory filings, with 57 funds opening new positions, 208 increasing their positions, 201 reducing their positions, and 38 closing their positions.
50% more first-time investments, than exits
New positions opened: 57 | Existing positions closed: 38
2% more funds holding
Funds holding: 582 → 592 (+10)
3% more capital invested
Capital invested by funds: $11.9B → $12.3B (+$416M)
3% more repeat investments, than reductions
Existing positions increased: 208 | Existing positions reduced: 201
0.5% more ownership
Funds ownership: 85.8% → 86.3% (+0.5%)
22% less call options, than puts
Call options by funds: $7.48M | Put options by funds: $9.64M
40% less funds holding in top 10
Funds holding in top 10: 5 → 3 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital International Investors
Los Angeles,
California
|
+$525M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
+$58M |
| 3 |
1832 Asset Management
Toronto,
Ontario, Canada
|
+$55.1M |
| 4 |
JP Morgan Chase
New York
|
+$54.3M |
| 5 |
Citadel Advisors
Miami,
Florida
|
+$39.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Millennium Management
New York
|
-$141M |
| 2 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$107M |
| 3 |
Federated Hermes
Pittsburgh,
Pennsylvania
|
-$99.1M |
| 4 |
Prudential Financial
Newark,
New Jersey
|
-$72M |
| 5 |
Invesco
Atlanta,
Georgia
|
-$60.9M |
EVRG Hedge Fund Activity: Q3 2021 in Review
592 of the 5,728 institutional investors tracked by Wall St. Rank reported a position in Evergy (EVRG) for Q3 2021, worth a combined $12.3B — up 3.5% from $11.9B a quarter earlier.
Buyers outnumbered sellers: 57 funds opened new EVRG positions and 38 closed out — a net gain of 19 holders — while 208 added to existing stakes and 201 trimmed.
The largest buyer was Capital International Investors, opening a new position worth an estimated $525M. The largest seller was Millennium Management, cutting an estimated $141M.
- 592 institutional investors held Evergy (EVRG) as of Q3 2021, up from 582 in Q2 2021.
- Funds reported $12.3B of Evergy stock for Q3 2021, up 3.5% quarter-over-quarter.
- 57 funds opened new Evergy positions in Q3 2021 and 38 closed out, a net change of +19 holders.
- The largest Evergy buyer in Q3 2021 was Capital International Investors, an estimated $525M added.
- The largest Evergy seller in Q3 2021 was Millennium Management, an estimated $141M sold.
Based on aggregated 13F filings for Q3 2021.