Evergy
EVRG
653 hedge funds and large institutions have $11.8B invested in Evergy in 2023 Q1 according to their latest regulatory filings, with 64 funds opening new positions, 250 increasing their positions, 217 reducing their positions, and 78 closing their positions.
656% more call options, than puts
Call options by funds: $4.44M | Put options by funds: $587K
33% more capital inflows, than outflows
Capital inflows: $1.24B | Capital outflows: $928M
15% more repeat investments, than reductions
Existing positions increased: 250 | Existing positions reduced: 217
1.41% more ownership
Funds ownership: 82.52% → 83.93% (+1.4%)
5% less funds holding
Funds holding: 685 → 653 (-32)
18% less first-time investments, than exits
New positions opened: 64 | Existing positions closed: 78
78% less funds holding in top 10
Funds holding in top 10: 9 → 2 (-7)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$616M |
| 2 |
Federated Hermes
Pittsburgh,
Pennsylvania
|
+$125M |
| 3 |
Cohen & Steers
New York
|
+$21.8M |
| 4 |
Invesco
Atlanta,
Georgia
|
+$17.5M |
| 5 |
Adage Capital Partners
Boston,
Massachusetts
|
+$16.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Millennium Management
New York
|
-$71.7M |
| 2 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$57.2M |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$55.8M |
| 4 |
Zimmer Partners
New York
|
-$55M |
| 5 |
JP Morgan Chase
New York
|
-$50.5M |
EVRG Hedge Fund Activity: Q1 2023 in Review
653 of the 6,289 institutional investors tracked by Wall St. Rank reported a position in Evergy (EVRG) for Q1 2023, worth a combined $11.8B — down 1.2% from $11.9B a quarter earlier.
Sellers outnumbered buyers: 78 funds closed out of EVRG and 64 opened new positions — a net loss of 14 holders — while 217 trimmed existing stakes and 250 added.
The largest buyer was T. Rowe Price Associates, adding an estimated $616M. The largest seller was Millennium Management, cutting an estimated $71.7M.
- 653 institutional investors held Evergy (EVRG) as of Q1 2023, down from 685 in Q4 2022.
- Funds reported $11.8B of Evergy stock for Q1 2023, down 1.2% quarter-over-quarter.
- 64 funds opened new Evergy positions in Q1 2023 and 78 closed out, a net change of -14 holders.
- The largest Evergy buyer in Q1 2023 was T. Rowe Price Associates, an estimated $616M added.
- The largest Evergy seller in Q1 2023 was Millennium Management, an estimated $71.7M sold.
Based on aggregated 13F filings for Q1 2023.