Evergy
EVRG
640 hedge funds and large institutions have $13B invested in Evergy in 2022 Q1 according to their latest regulatory filings, with 76 funds opening new positions, 216 increasing their positions, 215 reducing their positions, and 58 closing their positions.
90% more call options, than puts
Call options by funds: $18.7M | Put options by funds: $9.87M
75% more funds holding in top 10
Funds holding in top 10: 4 → 7 (+3)
31% more first-time investments, than exits
New positions opened: 76 | Existing positions closed: 58
1% more funds holding
Funds holding: 631 → 640 (+9)
0% more repeat investments, than reductions
Existing positions increased: 216 | Existing positions reduced: 215
4.41% less ownership
Funds ownership: 87.41% → 83% (-4.4%)
5% less capital invested
Capital invested by funds: $13.7B → $13B (-$740M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital International Investors
Los Angeles,
California
|
+$244M |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$101M |
| 3 |
State Street
Boston,
Massachusetts
|
+$87.5M |
| 4 |
Mitsubishi UFJ Trust & Banking
Tokyo,
Japan
|
+$69.3M |
| 5 |
ZP
Zimmer Partners
New York
|
+$55.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EIM
Elliott Investment Management
West Palm Beach,
Florida
|
-$463M |
| 2 |
CS
Credit Suisse
Zurich,
Switzerland
|
-$277M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
-$197M |
| 4 |
BC
Brookfield Corp
Toronto,
Ontario, Canada
|
-$165M |
| 5 |
Franklin Resources
San Mateo,
California
|
-$99.5M |
EVRG Hedge Fund Activity: Q1 2022 in Review
640 of the 6,360 institutional investors tracked by Wall St. Rank reported a position in Evergy (EVRG) for Q1 2022, worth a combined $13B — down 5.4% from $13.7B a quarter earlier.
Buyers outnumbered sellers: 76 funds opened new EVRG positions and 58 closed out — a net gain of 18 holders — while 216 added to existing stakes and 215 trimmed.
The largest buyer was Capital International Investors, adding an estimated $244M. The largest seller was Elliott Investment Management, cutting an estimated $463M.
- 640 institutional investors held Evergy (EVRG) as of Q1 2022, up from 631 in Q4 2021.
- Funds reported $13B of Evergy stock for Q1 2022, down 5.4% quarter-over-quarter.
- 76 funds opened new Evergy positions in Q1 2022 and 58 closed out, a net change of +18 holders.
- The largest Evergy buyer in Q1 2022 was Capital International Investors, an estimated $244M added.
- The largest Evergy seller in Q1 2022 was Elliott Investment Management, an estimated $463M sold.
Based on aggregated 13F filings for Q1 2022.