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650 hedge funds and large institutions have $11.4B invested in Evergy in 2022 Q3 according to their latest regulatory filings, with 68 funds opening new positions, 246 increasing their positions, 203 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

96% more call options, than puts

Call options by funds: $11.2M | Put options by funds: $5.68M

45% more first-time investments, than exits

New positions opened: 68 | Existing positions closed: 47

21% more repeat investments, than reductions

Existing positions increased: 246 | Existing positions reduced: 203

2% more funds holding

Funds holding: 638650 (+12)

0.1% more ownership

Funds ownership: 83.83%83.93% (+0.1%)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

9% less capital invested

Capital invested by funds: $12.5B → $11.4B (-$1.09B)

Holders
650
Holders Change
+12
Holders Change %
+1.88%
% of All Funds
11.2%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
68
Increased
246
Reduced
203
Closed
47
Calls
$11.2M
Puts
$5.68M
Net Calls
+$5.47M
Net Calls Change
-$2.02M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.73B -$26.8M -398,533 -1%
Capital International Investors
2
Capital International Investors
California
$1.22B +$109M +1,616,605 +9%
BlackRock
3
BlackRock
New York
$1.01B +$2.4M +35,674 +0.2%
State Street
4
State Street
Massachusetts
$870M +$13.1M +194,152 +1%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$414M +$4.17M +61,951 +0.9%
Invesco
6
Invesco
Georgia
$295M +$66.2M +983,719 +25%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$279M +$5.65M +84,019 +2%
Franklin Resources
8
Franklin Resources
California
$267M +$8.4M +124,914 +3%
PAMS
9
Pictet Asset Management (Switzerland)
Switzerland
$216M -$528K -7,841 -0.2%
Mitsubishi UFJ Trust & Banking
10
Mitsubishi UFJ Trust & Banking
Japan
$204M -$4.62M -68,611 -2%
MAM
11
Magellan Asset Management
Australia
$193M -$7.69M -114,320 -3%
JP Morgan Chase
12
JP Morgan Chase
New York
$167M -$13.5M -200,949 -7%
BEP
13
Bluescape Energy Partners
Texas
$158M
Cohen & Steers
14
Cohen & Steers
New York
$153M +$19M +282,399 +12%
Northern Trust
15
Northern Trust
Illinois
$145M +$697K +10,359 +0.4%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$144M -$239K -3,555 -0.1%
Legal & General Group
17
Legal & General Group
United Kingdom
$141M -$14.5M -215,913 -8%
ZP
18
Zimmer Partners
New York
$121M +$53.8M +800,217 +65%
DPIM
19
Duff & Phelps Investment Management
Illinois
$120M +$4.81M +71,424 +4%
Massachusetts Financial Services
20
Massachusetts Financial Services
Massachusetts
$111M +$698K +10,382 +0.6%
EIP
21
Epoch Investment Partners
New York
$101M +$3.87M +57,579 +4%
Victory Capital Management
22
Victory Capital Management
Texas
$97.3M -$3.34M -49,711 -3%
California Public Employees Retirement System
23
California Public Employees Retirement System
California
$95.2M -$5.08M -75,458 -4%
First Trust Advisors
24
First Trust Advisors
Illinois
$93.8M -$10.6M -156,870 -9%
GF
25
Gabelli Funds
New York
$90.2M -$457K -6,800 -0.4%

EVRG Hedge Fund Activity: Q3 2022 in Review

650 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Evergy (EVRG) for Q3 2022, worth a combined $11.4B — down 8.7% from $12.5B a quarter earlier.

Buyers outnumbered sellers: 68 funds opened new EVRG positions and 47 closed out — a net gain of 21 holders — while 246 added to existing stakes and 203 trimmed.

The largest buyer was Capital International Investors, adding an estimated $109M. The largest seller was Citadel Advisors, cutting an estimated $104M.

  • 650 institutional investors held Evergy (EVRG) as of Q3 2022, up from 638 in Q2 2022.
  • Funds reported $11.4B of Evergy stock for Q3 2022, down 8.7% quarter-over-quarter.
  • 68 funds opened new Evergy positions in Q3 2022 and 47 closed out, a net change of +21 holders.
  • The largest Evergy buyer in Q3 2022 was Capital International Investors, an estimated $109M added.
  • The largest Evergy seller in Q3 2022 was Citadel Advisors, an estimated $104M sold.

Based on aggregated 13F filings for Q3 2022.