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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.

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

Top Sellers

1
PFA
Pathway Financial Advisers
Indiana
$2.64M
2
Cohen & Steers
Cohen & Steers
New York
$81.8M
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$0
4
Wells Fargo
Wells Fargo
California
$18.5M
5
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$16.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
TC
401
Trust Company
Kansas
$495K +$124K +2,020 +34%
AWS
402
Atria Wealth Solutions
New York
$494K -$16.2K -264 -3%
AI
403
Atria Investments
North Carolina
$493K +$248K +4,030 +101%
TCA
404
Transcend Capital Advisors
New Jersey
$493K – – –
NB
405
Nicolet Bankshares
Wisconsin
$492K – – –
BCP
406
Blackhawk Capital Partners
Wisconsin
$492K +$135K +2,201 +38%
CPIG
407
Chicago Partners Investment Group
Illinois
$492K +$20.9K +343 +4%
UCFA
408
United Capital Financial Advisors
Texas
$491K +$15.3K +249 +3%
HWM
409
HB Wealth Management
Georgia
$489K +$31.1K +506 +7%
MYAM
410
Meiji Yasuda Asset Management
Japan
$488K +$30.2K +490 +7%
MWM
411
Mattern Wealth Management
Kansas
$487K -$71.5K -1,161 -13%
SS
412
Sunbelt Securities
Texas
$486K +$8K +130 +2%
AC
413
Allstate Corporation
Illinois
$486K +$486K +7,902 New
TPBG
414
Turning Point Benefit Group
Maryland
$484K +$484K +7,985 New
CAM
415
Cresset Asset Management
Illinois
$483K -$1.12M -18,117 -70%
PAS
416
Park Avenue Securities
New York
$481K +$74.4K +1,208 +18%
EF
417
Empirical Finance
Pennsylvania
$472K -$5.29K -86 -1%
MGP
418
Metis Global Partners
California
$471K +$17.8K +290 +4%
ECM
419
Evergreen Capital Management
Washington
$470K +$4.74K +77 +1%
JWM
420
Jeppson Wealth Management
California
$466K -$12.3K -200 -3%
NPFS
421
Novak & Powell Financial Services
Florida
$457K +$4.8K +78 +1%
EC
422
EntryPoint Capital
New York
$457K +$457K +7,419 New
WAP
423
Wealthcare Advisory Partners
Pennsylvania
$451K +$11.2K +182 +3%
NMIMC
424
Northwestern Mutual Investment Management Company
Wisconsin
$449K +$800 +13 +0.2%
PFM
425
Potomac Fund Management
Florida
$444K +$444K +7,208 New
15 16
17
18 19