Evergy
EVRG
663 hedge funds and large institutions have $9.7B invested in Evergy in 2023 Q3 according to their latest regulatory filings, with 70 funds opening new positions, 261 increasing their positions, 215 reducing their positions, and 61 closing their positions.
50% more funds holding in top 10
Funds holding in top 10: 2 → 3 (+1)
33% more capital inflows, than outflows
Capital inflows: $1.08B | Capital outflows: $816M
21% more repeat investments, than reductions
Existing positions increased: 261 | Existing positions reduced: 215
15% more first-time investments, than exits
New positions opened: 70 | Existing positions closed: 61
0.88% more ownership
Funds ownership: 82.69% → 83.57% (+0.88%)
0% more funds holding
Funds holding: 662 → 663 (+1)
11% less call options, than puts
Call options by funds: $3.23M | Put options by funds: $3.62M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
+$148M |
| 2 |
ExodusPoint Capital Management
New York
|
+$67.7M |
| 3 |
Zimmer Partners
New York
|
+$51.8M |
| 4 |
Assenagon Asset Management
Senningerberg,
Luxembourg
|
+$40.6M |
| 5 |
Morgan Stanley
New York
|
+$27.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$180M |
| 2 |
Capital International Investors
Los Angeles,
California
|
-$88.6M |
| 3 |
Balyasny Asset Management
Chicago,
Illinois
|
-$66.7M |
| 4 |
BlackRock
New York
|
-$43.7M |
| 5 |
1832 Asset Management
Toronto,
Ontario, Canada
|
-$42.3M |
EVRG Hedge Fund Activity: Q3 2023 in Review
663 of the 6,316 institutional investors tracked by Wall St. Rank reported a position in Evergy (EVRG) for Q3 2023, worth a combined $9.7B — down 12% from $11.1B a quarter earlier.
Buyers outnumbered sellers: 70 funds opened new EVRG positions and 61 closed out — a net gain of 9 holders — while 261 added to existing stakes and 215 trimmed.
The largest buyer was Citadel Advisors, adding an estimated $148M. The largest seller was Fidelity Investments, cutting an estimated $180M.
- 663 institutional investors held Evergy (EVRG) as of Q3 2023, up from 662 in Q2 2023.
- Funds reported $9.7B of Evergy stock for Q3 2023, down 12% quarter-over-quarter.
- 70 funds opened new Evergy positions in Q3 2023 and 61 closed out, a net change of +9 holders.
- The largest Evergy buyer in Q3 2023 was Citadel Advisors, an estimated $148M added.
- The largest Evergy seller in Q3 2023 was Fidelity Investments, an estimated $180M sold.
Based on aggregated 13F filings for Q3 2023.