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699 hedge funds and large institutions have $10.4B invested in Evergy in 2024 Q2 according to their latest regulatory filings, with 83 funds opening new positions, 266 increasing their positions, 231 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 48 (+4)

30% more first-time investments, than exits

New positions opened: 83 | Existing positions closed: 64

15% more repeat investments, than reductions

Existing positions increased: 266 | Existing positions reduced: 231

1% more funds holding

Funds holding: 692699 (+7)

0.02% less ownership

Funds ownership: 85.08%85.06% (-0.02%)

0% less capital invested

Capital invested by funds: $10.4B → $10.4B (-$37.4M)

39% less call options, than puts

Call options by funds: $17.5M | Put options by funds: $28.8M

Holders
699
Holders Change
+7
Holders Change %
+1.01%
% of All Funds
10.1%
Holding in Top 10
8
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+100%
% of All Funds
0.12%
New
83
Increased
266
Reduced
231
Closed
64
Calls
$17.5M
Puts
$28.8M
Net Calls
-$11.2M
Net Calls Change
+$38M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.6B -$40.5M -760,714 -2%
State Street
2
State Street
Massachusetts
$872M -$30.1M -565,666 -3%
BlackRock
3
BlackRock
New York
$868M +$23M +433,087 +3%
ZP
4
Zimmer Partners
New York
$310M +$187M +3,524,540 +152%
Geode Capital Management
5
Geode Capital Management
Massachusetts
$307M +$7.47M +140,428 +2%
Invesco
6
Invesco
Georgia
$303M +$12.8M +240,183 +4%
Franklin Resources
7
Franklin Resources
California
$278M +$7.54M +141,733 +3%
Morgan Stanley
8
Morgan Stanley
New York
$197M +$23M +431,715 +13%
Millennium Management
9
Millennium Management
New York
$195M +$54.6M +1,026,374 +39%
Federated Hermes
10
Federated Hermes
Pennsylvania
$185M +$29.4M +552,455 +19%
American Century Companies
11
American Century Companies
Missouri
$180M +$187K +3,513 +0.1%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$147M -$1.05M -19,815 -0.7%
BEP
13
Bluescape Energy Partners
Texas
$141M
Mitsubishi UFJ Trust & Banking
14
Mitsubishi UFJ Trust & Banking
Japan
$134M -$8.2M -154,190 -6%
Point72 Asset Management
15
Point72 Asset Management
Connecticut
$120M -$79.2M -1,488,888 -40%
Northern Trust
16
Northern Trust
Illinois
$119M -$29.5M -554,779 -20%
MNA
17
Manning & Napier Advisors
New York
$112M +$113M +2,123,156 New
TSW
18
Thompson Siegel & Walmsley
Virginia
$106M -$187K -3,523 -0.2%
ECM
19
ExodusPoint Capital Management
New York
$99M +$7.48M +140,664 +8%
Legal & General Group
20
Legal & General Group
United Kingdom
$95.2M -$8.38M -157,575 -8%
Two Sigma Advisers
21
Two Sigma Advisers
New York
$86.8M -$3.85M -72,400 -4%
DPIM
22
Duff & Phelps Investment Management
Illinois
$83M +$10.5M +197,930 +14%
Voloridge Investment Management
23
Voloridge Investment Management
Florida
$82.6M -$1.3M -24,439 -2%
First Trust Advisors
24
First Trust Advisors
Illinois
$79.8M -$25.7M -482,762 -24%
Charles Schwab
25
Charles Schwab
California
$79.5M +$2.06M +38,635 +3%

EVRG Hedge Fund Activity: Q2 2024 in Review

699 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Evergy (EVRG) for Q2 2024, worth a combined $10.4B — down 0.36% from $10.4B a quarter earlier.

Buyers outnumbered sellers: 83 funds opened new EVRG positions and 64 closed out — a net gain of 19 holders — while 266 added to existing stakes and 231 trimmed.

The largest buyer was Zimmer Partners, adding an estimated $187M. The largest seller was Point72 Asset Management, cutting an estimated $79.2M.

  • 699 institutional investors held Evergy (EVRG) as of Q2 2024, up from 692 in Q1 2024.
  • Funds reported $10.4B of Evergy stock for Q2 2024, down 0.36% quarter-over-quarter.
  • 83 funds opened new Evergy positions in Q2 2024 and 64 closed out, a net change of +19 holders.
  • The largest Evergy buyer in Q2 2024 was Zimmer Partners, an estimated $187M added.
  • The largest Evergy seller in Q2 2024 was Point72 Asset Management, an estimated $79.2M sold.

Based on aggregated 13F filings for Q2 2024.