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Evergy
EVRG

Overview Fund Activity

700 hedge funds and large institutions have $10.6B invested in Evergy in 2023 Q4 according to their latest regulatory filings, with 117 funds opening new positions, 253 increasing their positions, 232 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
700
Holders Change
+42
Holders Change %
+6.38%
% of All Funds
10.26%
Holding in Top 10
6
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+100%
% of All Funds
0.09%
New
117
Increased
253
Reduced
232
Closed
66
Calls
$8M
Puts
$4.01M
Net Calls
+$3.99M
Net Calls Change
+$4.38M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$332M
2
Point72 Asset Management
2
Point72 Asset Management
Connecticut
$189M
3
Bank of Montreal
3
Bank of Montreal
Ontario, Canada
$104M
4
Balyasny Asset Management
4
Balyasny Asset Management
Illinois
$89.8M
5
Two Sigma Investments
5
Two Sigma Investments
New York
$105M

Top Sellers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$219M
2
Capital International Investors
2
Capital International Investors
California
$0
3
ZP
3
Zimmer Partners
New York
$13.8M
4
Pictet Asset Management
4
Pictet Asset Management
Switzerland
$2.88M
5
Cohen & Steers
5
Cohen & Steers
New York
$29.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
Wealthfront Advisers
376
Wealthfront Advisers
California
$489K +$138K +2,649 +39%
MLICM
377
Metropolitan Life Insurance Company (MetLife)
New York
$488K -$7.99K -153 -2%
PA
378
Profund Advisors
Maryland
$485K -$12.5K -239 -3%
SC
379
Syon Capital
California
$483K +$483K +9,244 New
MYAM
380
Meiji Yasuda Asset Management
Japan
$478K +$2.09K +40 +0.4%
KFA
381
Krane Funds Advisors
New York
$474K -$3.6K -69 -0.8%
SMC
382
Smith, Moore & Co
Missouri
$472K +$13.5K +259 +3%
FCIM
383
Fairview Capital Investment Management
California
$470K – – –
MNBTD
384
Moody National Bank Trust Division
Texas
$465K -$428K -8,195 -48%
TPI
385
Trust Point Inc
Wisconsin
$462K +$462K +8,856 New
VF
386
Virtu Financial
New York
$459K +$459K +8,791 New
IWM
387
Iams Wealth Management
Nebraska
$458K -$10.9K -208 -2%
CW
388
CreativeOne Wealth
Kansas
$458K +$23.1K +443 +5%
TCOK
389
Trust Company of Kansas
Kansas
$457K -$20.9K -400 -4%
SF
390
Synovus Financial
Georgia
$452K -$1.62K -31 -0.4%
PI
391
PineBridge Investments
New York
$448K -$42M -804,642 -99%
KRSITF
392
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$427K +$3.29K +63 +0.8%
LA
393
LBP AM
France
$424K -$995K -19,057 -70%
JIC
394
Johnson Investment Counsel
Ohio
$424K +$86.1K +1,649 +25%
JWM
395
Jeppson Wealth Management
California
$423K -$64K -1,227 -13%
HAG
396
HighPoint Advisor Group
Illinois
$420K +$420K +8,160 New
PA
397
Parallel Advisors
California
$418K +$152K +2,908 +57%
NB
398
Nicolet Bankshares
Wisconsin
$418K – – –
TCA
399
Transcend Capital Advisors
New Jersey
$418K +$418K +8,000 New
DBRC
400
D.B. Root & Company
Pennsylvania
$413K +$111K +2,120 +37%
14 15
16
17 18