Evergy
EVRG
720 hedge funds and large institutions have $12.3B invested in Evergy in 2024 Q3 according to their latest regulatory filings, with 82 funds opening new positions, 256 increasing their positions, 243 reducing their positions, and 58 closing their positions.
83% more call options, than puts
Call options by funds: $21.9M | Put options by funds: $12M
41% more first-time investments, than exits
New positions opened: 82 | Existing positions closed: 58
28% more capital inflows, than outflows
Capital inflows: $942M | Capital outflows: $734M
3% more funds holding
Funds holding: 700 → 720 (+20)
1.37% more ownership
Funds ownership: 85.06% → 86.43% (+1.4%)
5% more repeat investments, than reductions
Existing positions increased: 256 | Existing positions reduced: 243
13% less funds holding in top 10
Funds holding in top 10: 8 → 7 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cohen & Steers
New York
|
+$114M |
| 2 |
Nuveen
Charlotte,
North Carolina
|
+$106M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
+$66.2M |
| 4 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$54.1M |
| 5 |
Assenagon Asset Management
Senningerberg,
Luxembourg
|
+$40.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Zimmer Partners
New York
|
-$98.3M |
| 2 |
ExodusPoint Capital Management
New York
|
-$57.9M |
| 3 |
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
-$41.5M |
| 4 |
Massachusetts Financial Services
Boston,
Massachusetts
|
-$37.9M |
| 5 |
Marshall Wace
London,
United Kingdom
|
-$27.9M |
EVRG Hedge Fund Activity: Q3 2024 in Review
720 of the 6,986 institutional investors tracked by Wall St. Rank reported a position in Evergy (EVRG) for Q3 2024, worth a combined $12.3B — up 19% from $10.4B a quarter earlier.
Buyers outnumbered sellers: 82 funds opened new EVRG positions and 58 closed out — a net gain of 24 holders — while 256 added to existing stakes and 243 trimmed.
The largest buyer was Cohen & Steers, adding an estimated $114M. The largest seller was Zimmer Partners, cutting an estimated $98.3M.
- 720 institutional investors held Evergy (EVRG) as of Q3 2024, up from 700 in Q2 2024.
- Funds reported $12.3B of Evergy stock for Q3 2024, up 19% quarter-over-quarter.
- 82 funds opened new Evergy positions in Q3 2024 and 58 closed out, a net change of +24 holders.
- The largest Evergy buyer in Q3 2024 was Cohen & Steers, an estimated $114M added.
- The largest Evergy seller in Q3 2024 was Zimmer Partners, an estimated $98.3M sold.
Based on aggregated 13F filings for Q3 2024.