Evergy
EVRG
638 hedge funds and large institutions have $12.5B invested in Evergy in 2022 Q2 according to their latest regulatory filings, with 66 funds opening new positions, 243 increasing their positions, 197 reducing their positions, and 55 closing their positions.
120% more call options, than puts
Call options by funds: $13.7M | Put options by funds: $6.22M
23% more repeat investments, than reductions
Existing positions increased: 243 | Existing positions reduced: 197
20% more first-time investments, than exits
New positions opened: 66 | Existing positions closed: 55
0.83% more ownership
Funds ownership: 83% → 83.83% (+0.83%)
0% less funds holding
Funds holding: 640 → 638 (-2)
3% less capital invested
Capital invested by funds: $12.9B → $12.5B (-$414M)
43% less funds holding in top 10
Funds holding in top 10: 7 → 4 (-3)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital International Investors
Los Angeles,
California
|
+$399M |
| 2 |
Morgan Stanley
New York
|
+$41.5M |
| 3 |
State Street
Boston,
Massachusetts
|
+$39.1M |
| 4 |
BlackRock
New York
|
+$36.9M |
| 5 |
Millennium Management
New York
|
+$28.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EIM
Elliott Investment Management
West Palm Beach,
Florida
|
-$153M |
| 2 |
American Century Companies
Kansas City,
Missouri
|
-$49.1M |
| 3 |
MAM
Magellan Asset Management
Sydney,
Australia
|
-$48.2M |
| 4 |
JP Morgan Chase
New York
|
-$47.8M |
| 5 |
Macquarie Group
Sydney, NSW 2000,
Australia
|
-$44.7M |
EVRG Hedge Fund Activity: Q2 2022 in Review
638 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Evergy (EVRG) for Q2 2022, worth a combined $12.5B — down 3.2% from $12.9B a quarter earlier.
Buyers outnumbered sellers: 66 funds opened new EVRG positions and 55 closed out — a net gain of 11 holders — while 243 added to existing stakes and 197 trimmed.
The largest buyer was Capital International Investors, adding an estimated $399M. The largest seller was Elliott Investment Management, exiting entirely with an estimated $153M sold.
- 638 institutional investors held Evergy (EVRG) as of Q2 2022, down from 640 in Q1 2022.
- Funds reported $12.5B of Evergy stock for Q2 2022, down 3.2% quarter-over-quarter.
- 66 funds opened new Evergy positions in Q2 2022 and 55 closed out, a net change of +11 holders.
- The largest Evergy buyer in Q2 2022 was Capital International Investors, an estimated $399M added.
- The largest Evergy seller in Q2 2022 was Elliott Investment Management, an estimated $153M sold.
Based on aggregated 13F filings for Q2 2022.