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Evergy

686 hedge funds and large institutions have $12.3B invested in Evergy in 2022 Q4 according to their latest regulatory filings, with 103 funds opening new positions, 260 increasing their positions, 223 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

195% more call options, than puts

Call options by funds: $11.2M | Put options by funds: $3.81M

125% more funds holding in top 10

Funds holding in top 10: 49 (+5)

106% more first-time investments, than exits

New positions opened: 103 | Existing positions closed: 50

17% more repeat investments, than reductions

Existing positions increased: 260 | Existing positions reduced: 223

8% more capital invested

Capital invested by funds: $11.4B → $12.3B (+$869M)

6% more funds holding

Funds holding: 650686 (+36)

1.02% less ownership

Funds ownership: 83.93%82.91% (-1%)

Holders
686
Holders Change
+36
Holders Change %
+5.54%
% of All Funds
11.03%
Holding in Top 10
9
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+125%
% of All Funds
0.14%
New
103
Increased
260
Reduced
223
Closed
50
Calls
$11.2M
Puts
$3.81M
Net Calls
+$7.42M
Net Calls Change
+$1.95M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.84B +$9.64M +160,478 +0.6%
BlackRock
2
BlackRock
New York
$1.18B +$102M +1,694,935 +10%
State Street
3
State Street
Massachusetts
$897M -$23.7M -394,365 -3%
Capital International Investors
4
Capital International Investors
California
$448M -$807M -13,437,906 -65%
AWA
5
Arete Wealth Advisors
Illinois
$380M +$68.4K +1,139 +23%
Fidelity Investments
6
Fidelity Investments
Massachusetts
$351M -$83.7M -1,393,036 -20%
Invesco
7
Invesco
Georgia
$326M +$12.9M +215,235 +4%
Franklin Resources
8
Franklin Resources
California
$317M +$32.5M +541,432 +12%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$312M +$16.3M +271,913 +6%
MAM
10
Magellan Asset Management
Australia
$235M +$29.7M +494,246 +15%
Millennium Management
11
Millennium Management
New York
$198M +$172M +2,859,476 +984%
Mitsubishi UFJ Trust & Banking
12
Mitsubishi UFJ Trust & Banking
Japan
$197M -$18.8M -312,792 -9%
Northern Trust
13
Northern Trust
Illinois
$183M +$27.6M +458,782 +19%
BEP
14
Bluescape Energy Partners
Texas
$167M
PAMS
15
Pictet Asset Management (Switzerland)
Switzerland
$144M -$81.1M -1,351,082 -37%
Legal & General Group
16
Legal & General Group
United Kingdom
$144M -$4.68M -77,991 -3%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$139M -$12.7M -211,136 -9%
ZP
18
Zimmer Partners
New York
$135M +$6.03M +100,481 +5%
JP Morgan Chase
19
JP Morgan Chase
New York
$125M -$50.4M -839,815 -30%
Cohen & Steers
20
Cohen & Steers
New York
$124M -$36.4M -606,003 -24%
Massachusetts Financial Services
21
Massachusetts Financial Services
Massachusetts
$113M -$4.11M -68,496 -4%
Deutsche Bank
22
Deutsche Bank
Germany
$113M +$85.2M +1,418,528 +378%
Morgan Stanley
23
Morgan Stanley
New York
$110M +$18.9M +313,878 +22%
Ameriprise
24
Ameriprise
Minnesota
$107M +$14.9M +247,284 +17%
First Trust Advisors
25
First Trust Advisors
Illinois
$105M +$5.46M +90,886 +6%

EVRG Hedge Fund Activity: Q4 2022 in Review

686 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Evergy (EVRG) for Q4 2022, worth a combined $12.3B — up 7.6% from $11.4B a quarter earlier.

Buyers outnumbered sellers: 103 funds opened new EVRG positions and 50 closed out — a net gain of 53 holders — while 260 added to existing stakes and 223 trimmed.

The largest buyer was Millennium Management, adding an estimated $172M. The largest seller was Capital International Investors, cutting an estimated $807M.

  • 686 institutional investors held Evergy (EVRG) as of Q4 2022, up from 650 in Q3 2022.
  • Funds reported $12.3B of Evergy stock for Q4 2022, up 7.6% quarter-over-quarter.
  • 103 funds opened new Evergy positions in Q4 2022 and 50 closed out, a net change of +53 holders.
  • The largest Evergy buyer in Q4 2022 was Millennium Management, an estimated $172M added.
  • The largest Evergy seller in Q4 2022 was Capital International Investors, an estimated $807M sold.

Based on aggregated 13F filings for Q4 2022.