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Evergy
EVRG

Overview Fund Activity

682 hedge funds and large institutions have $12.3B invested in Evergy in 2022 Q4 according to their latest regulatory filings, with 103 funds opening new positions, 259 increasing their positions, 222 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
682
Holders Change
+36
Holders Change %
+5.57%
% of All Funds
11%
Holding in Top 10
9
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+125%
% of All Funds
0.15%
New
103
Increased
259
Reduced
222
Closed
50
Calls
$11.2M
Puts
$3.81M
Net Calls
+$7.42M
Net Calls Change
+$1.95M

Top Buyers

1
Millennium Management
Millennium Management
New York
$198M
2
BlackRock
BlackRock
New York
$1.18B
3
Deutsche Bank
Deutsche Bank
Germany
$113M
4
Citadel Advisors
Citadel Advisors
Florida
$78.8M
5
AWA
Arete Wealth Advisors
Illinois
$380M

Top Sellers

1
Capital International Investors
Capital International Investors
California
$448M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$351M
3
PAMS
Pictet Asset Management (Switzerland)
Switzerland
$144M
4
Jennison Associates
Jennison Associates
New York
$0
5
DPIM
Duff & Phelps Investment Management
Illinois
$67.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
FCIM
351
Fairview Capital Investment Management
California
$566K – – –
SAM
352
Shell Asset Management
Netherlands
$566K -$52K -826 -8%
Cerity Partners
353
Cerity Partners
New York
$566K +$351K +5,575 +164%
AWM
354
Aevitas Wealth Management
Massachusetts
$564K -$5.85K -93 -1%
II
355
Inspire Investing
Idaho
$553K +$4.72K +75 +0.9%
BCM
356
Brookstone Capital Management
Illinois
$551K +$111K +1,712 +25%
VPIM
357
Vanguard Personalized Indexing Management
California
$541K -$150K -2,377 -22%
MC
358
Moors & Cabot
Massachusetts
$539K -$62.7K -997 -10%
YIH
359
Y-Intercept (HK)
Hong Kong
$532K +$50.5K +802 +10%
KFA
360
Krane Funds Advisors
New York
$528K +$528K +8,388 New
Lazard Asset Management
361
Lazard Asset Management
New York
$521K +$272K +4,330 +109%
CCG
362
Cypress Capital Group
Florida
$520K +$200K +3,175 +62%
KRSITF
363
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$518K – – –
SMC
364
Smith, Moore & Co
Missouri
$515K -$43.2K -687 -8%
KIA
365
KCM Investment Advisors
California
$504K -$8.38K -133 -2%
NB
366
Nicolet Bankshares
Wisconsin
$503K – – –
GW
367
GW & Wade
Massachusetts
$496K -$36.8K -584 -7%
CFGS
368
Concourse Financial Group Securities
Alabama
$488K +$17K +270 +4%
NGA
369
Naples Global Advisors
Florida
$487K -$12.6K -200 -3%
XT
370
XTX Topco
Cayman Islands
$485K +$485K +7,704 New
GAMC
371
Garner Asset Management Corp
Texas
$456K -$20.6K -328 -4%
TC
372
Trust Company
Kansas
$454K – – –
NMIMC
373
Northwestern Mutual Investment Management Company
Wisconsin
$453K -$83.8K -1,331 -16%
CW
374
CreativeOne Wealth
Kansas
$452K +$503 +8 +0.1%
JWM
375
Jeppson Wealth Management
California
$449K -$22.5K -358 -5%
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