Which funds own EVRG
Evergy Inc in the Q2 2026 filings. At least 4 of the 91 current managers on file reported a position, worth $168m between them. It is among the largest positions of fewer than a fifth of the current managers on file. The quarter went the other way: 5 managers trimmed or sold out against 2 buying.
- Managers holding
- 4
- at least, of 91 current
- Combined value
- $168m
- as reported
- Opened
- 0
- new this quarter
- Added to
- 2
- already held
- Trimmed or sold out
- 5
- 3 sold out entirely
Only each manager’s largest 200 positions are listed here, so a smaller holder may be missing.
Managers reporting a position
Largest first. Weight is the share of that manager’s whole reported book, which is the number worth quoting: $400m is a rounding error in one book and a defining bet in another.
| Manager | Value | Weight | Shares | Change on the quarter | Action |
|---|---|---|---|---|---|
| ExodusPoint Capital Management LP Multi-strategy · $15.5bn book | $70m | 0.5% | 811,921 | -$8.4m-147,495 | Trimmed |
| Verition Fund Management LLC Multi-strategy · $19.7bn book | $39m | 0.2% | 450,699 | +$8.5m+79,150 | Added |
| Hudson Bay Capital Management LP Multi-strategy · $36.8bn book | $35m | 0.1% | 400,467 | +$18m+193,518 | Added |
| GAMCO Investors Inc Activist · $11.1bn book | $24m | 0.2% | 282,866 | +$1.1m-2,515 | Trimmed |
Sold out of this quarter
Valued at what the position was worth in the previous filing, because by this one it is gone.
- Freestone Grove Partners LP · Multi-strategy$61m held before
- Brevan Howard Capital Management LP · Macro$34m held before
- Caxton Associates LLP · Macro$700k held before
Ownership through time
At least 11 of the 95 managers whose filings are on file listed EVRG in Q2 2026, against 18 in Q2 2018. 1 manager fewer than in Q1 2026: 2 listed it again; 1 sold out, by its own filing; 2 no longer listed it among the positions read, which can mean a holding below the listed range, a filing that reported no holdings, or a filing not yet made.
Each manager’s largest 500 positions a quarter are read, so a small holding in a very large book can be missing, and a manager is counted as leaving only where its own filing shows it.
- Q2 2018: 18
- Q3 2018: 18
- Q4 2018: 20
- Q1 2019: 19
- Q2 2019: 17
- Q3 2019: 15
- Q4 2019: 15
- Q1 2020: 16
- Q2 2020: 20
- Q3 2020: 17
- Q4 2020: 18
- Q1 2021: 15
- Q2 2021: 12
- Q3 2021: 7
- Q4 2021: 8
- Q1 2022: 9
- Q2 2022: 10
- Q3 2022: 12
- Q4 2022: 15
- Q1 2023: 11
- Q2 2023: 10
- Q3 2023: 14
- Q4 2023: 17
- Q1 2024: 19
- Q2 2024: 16
- Q3 2024: 15
- Q4 2024: 14
- Q1 2025: 17
- Q2 2025: 14
- Q3 2025: 15
- Q4 2025: 14
- Q1 2026: 12
- Q2 2026: 11
- Q2 2018: $3.1bn
- Q3 2018: $2.7bn
- Q4 2018: $2.7bn
- Q1 2019: $2.5bn
- Q2 2019: $2.4bn
- Q3 2019: $2.0bn
- Q4 2019: $1.6bn
- Q1 2020: $1.5bn
- Q2 2020: $1.5bn
- Q3 2020: $1.3bn
- Q4 2020: $2.1bn
- Q1 2021: $2.2bn
- Q2 2021: $1.7bn
- Q3 2021: $1.5bn
- Q4 2021: $1.8bn
- Q1 2022: $1.1bn
- Q2 2022: $915m
- Q3 2022: $922m
- Q4 2022: $854m
- Q1 2023: $1.3bn
- Q2 2023: $1.1bn
- Q3 2023: $1.2bn
- Q4 2023: $1.4bn
- Q1 2024: $1.3bn
- Q2 2024: $1.3bn
- Q3 2024: $1.3bn
- Q4 2024: $1.4bn
- Q1 2025: $1.4bn
- Q2 2025: $1.5bn
- Q3 2025: $1.9bn
- Q4 2025: $1.8bn
- Q1 2026: $1.9bn
- Q2 2026: $1.8bn
Between the quarter ends of Q1 2026 and Q2 2026. Each change in shares is valued at the Q2 2026 price, so the price’s own move is left out; a 13F shows the two quarter ends, not when in between anything was bought or sold.
Started in Q2 2026
No manager on file started a position.
Largest increases, by shares
- Hudson Bay Capital Management LP206,949 to 400,467 shares+$17m
- Verition Fund Management LLC371,549 to 450,699 shares+$6.8m
- Schonfeld Strategic Advisors LLC64,725 to 106,648 shares+$3.6m
- MFS Investment Management1,902,002 to 1,942,359 shares+$3.6m
- Bridgewater Associates LP154,471 to 168,059 shares+$1.2m
Largest decreases, by shares
- Fidelity (FMR LLC)9,959,010 to 8,557,681 shares-$121m
- ExodusPoint Capital Management LP959,416 to 811,921 shares-$13m
- Invesco Ltd7,422,206 to 7,371,645 shares-$4.4m
- GAMCO Investors Inc285,381 to 282,866 shares-$217k
Left it
- Freestone Grove Partners LPwas $61m
What EVRG is worth
Knowing who owns it is half the question. The other half is what it is worth against the companies it trades beside, which is the one an interviewer will follow up with.
Build the comp set around EVRG →How much of the picture this is
A Form 13F reports US-listed long equity and nothing else: no shorts, no bonds, no cash and no non-US listings. It arrives forty-five days after the quarter ends, so a manager who sold in July still shows the position in a filing published in August. This page reads the managers on file here rather than every filer in the market, and each manager’s largest positions rather than the whole table, so a small position in a very large book may not appear. Say “their last filing showed” rather than “they own”, and the distinction will do you credit.
What to do with a name the funds are buying
Knowing who owns something is the start of a pitch, not the pitch. The next questions are what it is worth and why they were buying.
Company names, tickers and logos are the trademarks of their respective owners and appear here to identify the company whose public figures are being used. L3VLUP is not affiliated with, sponsored by or endorsed by any company shown, and nothing here is a statement by or about that company. More
The holdings, every quarter, and the week between
One email a week on what moved in the market and what it means for the people interviewing into it, with the 13F changes the quarter they are filed.
One email a week, free, and you can leave at any point.