Evergy
EVRG
704 hedge funds and large institutions have $10.6B invested in Evergy in 2023 Q4 according to their latest regulatory filings, with 118 funds opening new positions, 253 increasing their positions, 233 reducing their positions, and 67 closing their positions.
100% more funds holding in top 10
Funds holding in top 10: 3 → 6 (+3)
100% more call options, than puts
Call options by funds: $8M | Put options by funds: $4.01M
76% more first-time investments, than exits
New positions opened: 118 | Existing positions closed: 67
9% more capital invested
Capital invested by funds: $9.73B → $10.6B (+$890M)
6% more funds holding
Funds holding: 662 → 704 (+42)
5.01% more ownership
Funds ownership: 83.57% → 88.58% (+5%)
9% more repeat investments, than reductions
Existing positions increased: 253 | Existing positions reduced: 233
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$196M |
| 2 |
Point72 Asset Management
Stamford,
Connecticut
|
+$166M |
| 3 |
Bank of Montreal
Toronto,
Ontario, Canada
|
+$91.1M |
| 4 |
Balyasny Asset Management
Chicago,
Illinois
|
+$86.6M |
| 5 |
Two Sigma Investments
New York
|
+$82.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$254M |
| 2 |
Capital International Investors
Los Angeles,
California
|
-$141M |
| 3 |
ZP
Zimmer Partners
New York
|
-$120M |
| 4 |
Pictet Asset Management
Carouge,
Switzerland
|
-$103M |
| 5 |
Cohen & Steers
New York
|
-$70M |
EVRG Hedge Fund Activity: Q4 2023 in Review
704 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Evergy (EVRG) for Q4 2023, worth a combined $10.6B — up 9.1% from $9.73B a quarter earlier.
Buyers outnumbered sellers: 118 funds opened new EVRG positions and 67 closed out — a net gain of 51 holders — while 253 added to existing stakes and 233 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $196M. The largest seller was T. Rowe Price Associates, cutting an estimated $254M.
- 704 institutional investors held Evergy (EVRG) as of Q4 2023, up from 662 in Q3 2023.
- Funds reported $10.6B of Evergy stock for Q4 2023, up 9.1% quarter-over-quarter.
- 118 funds opened new Evergy positions in Q4 2023 and 67 closed out, a net change of +51 holders.
- The largest Evergy buyer in Q4 2023 was Morgan Stanley, an estimated $196M added.
- The largest Evergy seller in Q4 2023 was T. Rowe Price Associates, an estimated $254M sold.
Based on aggregated 13F filings for Q4 2023.