EVRG icon

Evergy
EVRG

Overview Fund Activity

714 hedge funds and large institutions have $12.3B invested in Evergy in 2024 Q3 according to their latest regulatory filings, with 81 funds opening new positions, 256 increasing their positions, 241 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
714
Holders Change
+18
Holders Change %
+2.59%
% of All Funds
10.33%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.1%
New
81
Increased
256
Reduced
241
Closed
58
Calls
$21.9M
Puts
$12M
Net Calls
+$9.88M
Net Calls Change
+$21.1M

Top Buyers

1
Cohen & Steers
1
Cohen & Steers
New York
$151M
2
Nuveen Asset Management
2
Nuveen Asset Management
Illinois
$194M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$124M
4
T. Rowe Price Associates
4
T. Rowe Price Associates
Maryland
$83.6M
5
Assenagon Asset Management
5
Assenagon Asset Management
Luxembourg
$45M

Top Sellers

1
ZP
1
Zimmer Partners
New York
$258M
2
ECM
2
ExodusPoint Capital Management
New York
$54.2M
3
Thrivent Financial for Lutherans
3
Thrivent Financial for Lutherans
Minnesota
$1.87M
4
Massachusetts Financial Services
4
Massachusetts Financial Services
Massachusetts
$13.5M
5
Marshall Wace
5
Marshall Wace
United Kingdom
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
MWM
376
Mattern Wealth Management
Kansas
$563K -$37.2K -600 -6%
FCIM
377
Fairview Capital Investment Management
California
$558K – – –
SCM
378
Sterling Capital Management
North Carolina
$555K +$555K +8,957 New
FNBT
379
FineMark National Bank & Trust
Florida
$550K -$2.48K -40 -0.4%
CIA
380
Concurrent Investment Advisors
Florida
$547K -$78.6K -1,267 -13%
NIM
381
NEOS Investment Management
Connecticut
$539K +$101K +1,624 +23%
HWAM
382
Hennion & Walsh Asset Management
New Jersey
$539K +$58.9K +950 +12%
JIC
383
Johnson Investment Counsel
Ohio
$538K -$28.8K -465 -5%
SC
384
Steph & Co
Wisconsin
$535K +$34.3K +553 +7%
NB
385
Norinchukin Bank
Japan
$526K +$46.5K +750 +10%
AWS
386
Atria Wealth Solutions
New York
$514K +$52.8K +851 +11%
TWC
387
TD Waterhouse Canada
Ontario, Canada
$511K +$511K +8,289 New
HAG
388
HighPoint Advisor Group
Illinois
$508K +$24.5K +411 +5%
TCA
389
Transcend Capital Advisors
New Jersey
$497K – – –
NB
390
Nicolet Bankshares
Wisconsin
$496K – – –
LFG
391
Larson Financial Group
Missouri
$494K +$351K +5,655 +245%
SS
392
Sunbelt Securities
Texas
$482K +$10.4K +168 +2%
JWM
393
Jeppson Wealth Management
California
$482K -$3.66K -59 -0.8%
EF
394
Empirical Finance
Pennsylvania
$481K +$10.6K +171 +2%
UCFA
395
United Capital Financial Advisors
Texas
$479K +$4.16K +67 +0.9%
PA
396
Parallel Advisors
California
$479K -$59.2K -955 -11%
CPIG
397
Chicago Partners Investment Group
Illinois
$479K +$24.6K +397 +5%
IMCOOI
398
Investment Management Corp of Ontario (IMCO)
Canada
$472K +$149K +2,400 +46%
ECM
399
Evergreen Capital Management
Washington
$469K – – –
CBT
400
CoreFirst Bank & Trust
Kansas
$469K -$53.1K -857 -10%
14 15
16
17 18