Evergy
EVRG
684 hedge funds and large institutions have $11.9B invested in Evergy in 2022 Q4 according to their latest regulatory filings, with 102 funds opening new positions, 260 increasing their positions, 222 reducing their positions, and 49 closing their positions.
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: 4 → 9 (+5)
108% more first-time investments, than exits
New positions opened: 102 | Existing positions closed: 49
17% more repeat investments, than reductions
Existing positions increased: 260 | Existing positions reduced: 222
5% more funds holding
Funds holding: 649 → 684 (+35)
4% more capital invested
Capital invested by funds: $11.4B → $11.9B (+$474M)
1.39% less ownership
Funds ownership: 83.91% → 82.52% (-1.4%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Millennium Management
New York
|
+$172M |
| 2 |
BlackRock
New York
|
+$102M |
| 3 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
+$85.2M |
| 4 |
Citadel Advisors
Miami,
Florida
|
+$71.5M |
| 5 |
GWA
Gibson Wealth Advisors
Tyler,
Texas
|
+$42.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital International Investors
Los Angeles,
California
|
-$807M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
-$83.7M |
| 3 |
PAMS
Pictet Asset Management (Switzerland)
Geneva 73,
Switzerland
|
-$81.1M |
| 4 |
Jennison Associates
New York
|
-$62.8M |
| 5 |
DPIM
Duff & Phelps Investment Management
Chicago,
Illinois
|
-$56.4M |
EVRG Hedge Fund Activity: Q4 2022 in Review
684 of the 6,237 institutional investors tracked by Wall St. Rank reported a position in Evergy (EVRG) for Q4 2022, worth a combined $11.9B — up 4.1% from $11.4B a quarter earlier.
Buyers outnumbered sellers: 102 funds opened new EVRG positions and 49 closed out — a net gain of 53 holders — while 260 added to existing stakes and 222 trimmed.
The largest buyer was Millennium Management, adding an estimated $172M. The largest seller was Capital International Investors, cutting an estimated $807M.
- 684 institutional investors held Evergy (EVRG) as of Q4 2022, up from 649 in Q3 2022.
- Funds reported $11.9B of Evergy stock for Q4 2022, up 4.1% quarter-over-quarter.
- 102 funds opened new Evergy positions in Q4 2022 and 49 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.