Evergy
EVRG
631 hedge funds and large institutions have $13.7B invested in Evergy in 2021 Q4 according to their latest regulatory filings, with 95 funds opening new positions, 224 increasing their positions, 190 reducing their positions, and 47 closing their positions.
102% more first-time investments, than exits
New positions opened: 95 | Existing positions closed: 47
33% more funds holding in top 10
Funds holding in top 10: 3 → 4 (+1)
19% more call options, than puts
Call options by funds: $17.3M | Put options by funds: $14.5M
18% more repeat investments, than reductions
Existing positions increased: 224 | Existing positions reduced: 190
12% more capital invested
Capital invested by funds: $12.3B → $13.7B (+$1.44B)
7% more funds holding
Funds holding: 592 → 631 (+39)
1.11% more ownership
Funds ownership: 86.3% → 87.41% (+1.1%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Invesco
Atlanta,
Georgia
|
+$98.3M |
| 2 |
Capital International Investors
Los Angeles,
California
|
+$82.4M |
| 3 |
BlackRock
New York
|
+$77.5M |
| 4 |
JAM
Jupiter Asset Management
London,
United Kingdom
|
+$49.9M |
| 5 |
Bank of New York Mellon
New York
|
+$38.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$78.1M |
| 2 |
EIM
Elliott Investment Management
West Palm Beach,
Florida
|
-$73M |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$46.9M |
| 4 |
WCM
Wedge Capital Management
Charlotte,
North Carolina
|
-$42.6M |
| 5 |
Millennium Management
New York
|
-$30.8M |
EVRG Hedge Fund Activity: Q4 2021 in Review
631 of the 6,518 institutional investors tracked by Wall St. Rank reported a position in Evergy (EVRG) for Q4 2021, worth a combined $13.7B — up 12% from $12.3B a quarter earlier.
Buyers outnumbered sellers: 95 funds opened new EVRG positions and 47 closed out — a net gain of 48 holders — while 224 added to existing stakes and 190 trimmed.
The largest buyer was Invesco, adding an estimated $98.3M. The largest seller was T. Rowe Price Associates, cutting an estimated $78.1M.
- 631 institutional investors held Evergy (EVRG) as of Q4 2021, up from 592 in Q3 2021.
- Funds reported $13.7B of Evergy stock for Q4 2021, up 12% quarter-over-quarter.
- 95 funds opened new Evergy positions in Q4 2021 and 47 closed out, a net change of +48 holders.
- The largest Evergy buyer in Q4 2021 was Invesco, an estimated $98.3M added.
- The largest Evergy seller in Q4 2021 was T. Rowe Price Associates, an estimated $78.1M sold.
Based on aggregated 13F filings for Q4 2021.