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Evergy
EVRG

Overview Fund Activity

628 hedge funds and large institutions have $13.7B invested in Evergy in 2021 Q4 according to their latest regulatory filings, with 96 funds opening new positions, 223 increasing their positions, 190 reducing their positions, and 47 closing their positions.

Holders
628
Holders Change
+40
Holders Change %
+6.8%
% of All Funds
9.7%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
96
Increased
223
Reduced
190
Closed
47
Calls
$17.3M
Puts
$14.5M
Net Calls
+$2.79M
Net Calls Change
+$4.95M

Top Buyers

1
Invesco
1
Invesco
Georgia
$277M
2
Capital International Investors
2
Capital International Investors
California
$636M
3
BlackRock
3
BlackRock
New York
$1.18B
4
JAM
4
Jupiter Asset Management
United Kingdom
$53.4M
5
Bank of New York Mellon
5
Bank of New York Mellon
New York
$161M

Top Sellers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$23.9M
2
EIM
2
Elliott Investment Management
Florida
$646M
3
WCM
3
Wedge Capital Management
North Carolina
$14.9M
4
Citadel Advisors
4
Citadel Advisors
Florida
$0
5
Millennium Management
5
Millennium Management
New York
$12.3M
Name Market Value Shares Shares
Change 		Shares
Change %
CA
401
Calton & Associates
Florida
$288K 4,207 +42 +1%
WDC
402
Woodward Diversified Capital
California
$287K 4,180 +4,180 New
ACP
403
Ashfield Capital Partners
California
$286K 4,172 -900 -18%
DFCM
404
Dark Forest Capital Management
Puerto Rico
$285K 4,160 -6,275 -60%
EW
405
Evoke Wealth
California
$284K 4,134 +40 +1%
GMA
406
Glassy Mountain Advisors
Maryland
$282K 4,105 +4,105 New
MPWT
407
MassMutual Private Wealth & Trust
Connecticut
$276K 4,017 -123 -3%
AIM
408
Anchor Investment Management
South Carolina
$274K 4,000 – –
DADC
409
D.A. Davidson & Co
Montana
$272K 3,969 +132 +3%
CWM
410
Cornerstone Wealth Management
Missouri
$271K 3,961 -94 -2%
EH
411
Equitable Holdings
New York
$271K 3,949 +3,949 New
IWM
412
IHT Wealth Management
Illinois
$269K 3,915 +3 +0.1%
TYCC
413
Texas Yale Capital Corp
Florida
$267K 3,892 – –
SP
414
Symmetry Partners
Connecticut
$266K 3,872 -1,085 -22%
WPC
415
Waters Parkerson & Co
Louisiana
$263K 3,835 – –
IRF
416
IBM Retirement Fund
New York
$261K 3,797 -2,794 -42%
HNB
417
Huntington National Bank
Ohio
$260K 3,795 +1 +0%
Cetera Investment Advisers
418
Cetera Investment Advisers
Illinois
$260K 3,793 +86 +2%
IAA
419
Independent Advisor Alliance
North Carolina
$259K 3,778 -225 -6%
Federated Hermes
420
Federated Hermes
Pennsylvania
$258K 3,761 -38 -1%
RCM
421
Raleigh Capital Management
North Carolina
$256K 3,735 +3,735 New
QI
422
Qtron Investments
Massachusetts
$253K 3,688 -3,812 -51%
SIS
423
Sound Income Strategies
Florida
$252K 3,674 – –
BMSSC
424
B. Metzler seel. Sohn & Co
Germany
$249K 3,644 +3,644 New
B
425
Bailard
California
$241K 3,509 +16 +0.5%
15 16
17
18 19