Evergy
EVRG
778 hedge funds and large institutions have $12.5B invested in Evergy in 2024 Q4 according to their latest regulatory filings, with 128 funds opening new positions, 291 increasing their positions, 226 reducing their positions, and 59 closing their positions.
117% more first-time investments, than exits
New positions opened: 128 | Existing positions closed: 59
41% more capital inflows, than outflows
Capital inflows: $1.19B | Capital outflows: $840M
29% more repeat investments, than reductions
Existing positions increased: 291 | Existing positions reduced: 226
29% more funds holding in top 10
Funds holding in top 10: 7 → 9 (+2)
8% more funds holding
Funds holding: 720 → 778 (+58)
2.17% more ownership
Funds ownership: 86.43% → 88.59% (+2.2%)
12% less call options, than puts
Call options by funds: $10.9M | Put options by funds: $12.4M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$139M |
| 2 |
ExodusPoint Capital Management
New York
|
+$89M |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$75M |
| 4 |
SG Americas Securities
New York
|
+$56.6M |
| 5 |
Brandes Investment Partners
La Jolla,
California
|
+$55.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cohen & Steers
New York
|
-$67.9M |
| 2 |
Arrowstreet Capital
Boston,
Massachusetts
|
-$48M |
| 3 |
Wells Fargo
San Francisco,
California
|
-$47.4M |
| 4 |
BNP Paribas Financial Markets
Paris,
France
|
-$42.2M |
| 5 |
Bank of Montreal
Toronto,
Ontario, Canada
|
-$42.1M |
EVRG Hedge Fund Activity: Q4 2024 in Review
778 of the 7,622 institutional investors tracked by Wall St. Rank reported a position in Evergy (EVRG) for Q4 2024, worth a combined $12.5B — up 1.9% from $12.3B a quarter earlier.
Buyers outnumbered sellers: 128 funds opened new EVRG positions and 59 closed out — a net gain of 69 holders — while 291 added to existing stakes and 226 trimmed.
The largest buyer was Fidelity Investments, adding an estimated $139M. The largest seller was Cohen & Steers, cutting an estimated $67.9M.
- 778 institutional investors held Evergy (EVRG) as of Q4 2024, up from 720 in Q3 2024.
- Funds reported $12.5B of Evergy stock for Q4 2024, up 1.9% quarter-over-quarter.
- 128 funds opened new Evergy positions in Q4 2024 and 59 closed out, a net change of +69 holders.
- The largest Evergy buyer in Q4 2024 was Fidelity Investments, an estimated $139M added.
- The largest Evergy seller in Q4 2024 was Cohen & Steers, an estimated $67.9M sold.
Based on aggregated 13F filings for Q4 2024.