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Evergy
EVRG

Overview Fund Activity

769 hedge funds and large institutions have $12.5B invested in Evergy in 2024 Q4 according to their latest regulatory filings, with 125 funds opening new positions, 290 increasing their positions, 224 reducing their positions, and 59 closing their positions.

Holders
769
Holders Change
+55
Holders Change %
+7.7%
% of All Funds
10.24%
Holding in Top 10
9
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+28.57%
% of All Funds
0.12%
New
125
Increased
290
Reduced
224
Closed
59
Calls
$10.9M
Puts
$12.4M
Net Calls
-$1.54M
Net Calls Change
-$11.4M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$261M
2
ECM
2
ExodusPoint Capital Management
New York
$142M
3
UBS Group
3
UBS Group
Switzerland
$172M
4
SG Americas Securities
4
SG Americas Securities
New York
$56.7M
5
BIP
5
Brandes Investment Partners
California
$55.7M

Top Sellers

1
PFA
1
Pathway Financial Advisers
Indiana
$2.64M
2
Cohen & Steers
2
Cohen & Steers
New York
$81.8M
3
Arrowstreet Capital
3
Arrowstreet Capital
Massachusetts
$0
4
Wells Fargo
4
Wells Fargo
California
$18.5M
5
BNP Paribas Financial Markets
5
BNP Paribas Financial Markets
France
$16.2M
Name Market Value Shares Shares
Change 		Shares
Change %
AWA
376
AGH Wealth Advisors
Kansas
$609K 9,900 +9,900 New
CGH
377
Crossmark Global Holdings
Texas
$601K 9,757 -20 -0.2%
SMC
378
Smith, Moore & Co
Missouri
$588K 9,552 -151 -2%
JIC
379
Johnson Investment Counsel
Ohio
$587K 9,542 +863 +10%
PCIA
380
Prime Capital Investment Advisors
Kansas
$585K 9,507 -631 -6%
VIA
381
Virtus Investment Advisers
Connecticut
$579K 9,405 +9,405 New
ASN
382
Advisory Services Network
Georgia
$579K 9,405 +5,603 +147%
LJAC
383
L.J. Altfest & Co
New York
$578K 9,394 -2,374 -20%
SC
384
Steph & Co
Wisconsin
$573K 9,308 +683 +8%
LFG
385
Larson Financial Group
Missouri
$571K 9,271 +1,304 +16%
TC
386
TownSquare Capital
Utah
$567K 9,214 +9,214 New
HCM
387
Huber Capital Management
California
$564K 9,167 -4,491 -33%
CL
388
Choreo LLC
Illinois
$564K 9,163 -84 -0.9%
CIA
389
Concurrent Investment Advisors
Florida
$562K 9,135 +315 +4%
PA
390
Parallel Advisors
California
$561K 9,111 +1,385 +18%
MFG
391
Midwest Financial Group
Kansas
$561K 9,109 -186 -2%
FCIM
392
Fairview Capital Investment Management
California
$554K 9,000 – –
DFCM
393
Dark Forest Capital Management
Puerto Rico
$547K 8,893 -16,450 -65%
FNBT
394
FineMark National Bank & Trust
Florida
$544K 8,842 -26 -0.3%
SF
395
Synovus Financial
Georgia
$542K 8,812 -8,608 -49%
AF
396
Apexium Financial
Texas
$533K 8,657 +8,657 New
NB
397
Norinchukin Bank
Japan
$519K 8,439 -48 -0.6%
ACM
398
AlphaStar Capital Management
North Carolina
$508K 8,255 +1,971 +31%
AF
399
Allworth Financial
California
$501K 7,975 +3,654 +85%
SOAMC
400
Spirit of America Management Corp
New York
$499K 8,100 +3,150 +64%
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16
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