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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 %
WKWM
426
Walter & Keenan Wealth Management
Indiana
$240K 3,500 – –
SS
427
Sunbelt Securities
Texas
$239K 3,659 +290 +9%
CFGS
428
Concourse Financial Group Securities
Alabama
$235K 3,427 +2,236 +188%
BF
429
BOK Financial
Oklahoma
$235K 3,427 +3,427 New
CPIA
430
Cornell Pochily Investment Advisors
New York
$234K 3,416 +3,416 New
AWA
431
Arete Wealth Advisors
Illinois
$234K 3,433 +3,433 New
AP
432
Advisor Partners
California
$232K 3,369 +3,369 New
EF
433
Empirical Finance
Pennsylvania
$228K 3,316 +3,316 New
MCM
434
MAI Capital Management
Ohio
$228K 3,329 +3,329 New
IAS
435
IMA Advisory Services
Colorado
$226K 3,289 – –
TCA
436
Transcend Capital Advisors
New Jersey
$226K 3,300 – –
WIA
437
World Investment Advisors
California
$225K 3,558 – –
PA
438
Parallel Advisors
California
$224K 3,266 -83 -2%
WI
439
WrapManager Inc
California
$223K 3,253 +3,253 New
CFA
440
Compass Financial Advisors
Indiana
$220K 3,201 +3,201 New
SIA
441
Soltis Investment Advisors
Utah
$218K 3,171 +3,171 New
AIP
442
Ameritas Investment Partners
Nebraska
$216K 3,141 – –
CA
443
Cetera Advisors
Colorado
$214K 3,126 -525 -14%
RFM
444
Royal Fund Management
Florida
$214K 3,129 +3,129 New
EWM
445
Empirical Wealth Management
Washington
$212K 3,090 -1,735 -36%
MW
446
Marcum Wealth
Ohio
$211K 3,070 +3,070 New
CG
447
Caprock Group
Idaho
$210K 3,055 +3,055 New
DWT
448
Dorsey & Whitney Trust
South Dakota
$210K 3,080 +3,080 New
IFS
449
Ifrah Financial Services
Arkansas
$208K 3,027 +3,027 New
AAS
450
Ameritas Advisory Services
Nebraska
$203K 2,961 +2,961 New
16 17
18
19 20