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Evergy
EVRG

Overview Fund Activity

682 hedge funds and large institutions have $12.3B invested in Evergy in 2022 Q4 according to their latest regulatory filings, with 103 funds opening new positions, 259 increasing their positions, 222 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
682
Holders Change
+36
Holders Change %
+5.57%
% of All Funds
11%
Holding in Top 10
9
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+125%
% of All Funds
0.15%
New
103
Increased
259
Reduced
222
Closed
50
Calls
$11.2M
Puts
$3.81M
Net Calls
+$7.42M
Net Calls Change
+$1.95M

Top Buyers

1
Millennium Management
1
Millennium Management
New York
$198M
2
BlackRock
2
BlackRock
New York
$1.18B
3
Deutsche Bank
3
Deutsche Bank
Germany
$113M
4
Citadel Advisors
4
Citadel Advisors
Florida
$78.8M
5
AWA
5
Arete Wealth Advisors
Illinois
$380M

Top Sellers

1
Capital International Investors
1
Capital International Investors
California
$448M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$351M
3
PAMS
3
Pictet Asset Management (Switzerland)
Switzerland
$144M
4
Jennison Associates
4
Jennison Associates
New York
$0
5
DPIM
5
Duff & Phelps Investment Management
Illinois
$67.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
TAM
426
Tocqueville Asset Management
New York
$308K – – –
AAS
427
Avantax Advisory Services
Texas
$303K -$60.2K -957 -17%
MIA
428
MainStreet Investment Advisors
Illinois
$303K +$4.34K +69 +1%
Capstone Investment Advisors
429
Capstone Investment Advisors
New York
$300K +$95K +1,510 +46%
MGP
430
Metis Global Partners
California
$300K +$85K +1,350 +40%
BDF
431
Black Diamond Financial
Maryland
$298K – – –
Credit Agricole
432
Credit Agricole
France
$295K +$107K +1,700 +57%
TCWM
433
Total Clarity Wealth Management
Illinois
$293K +$293K +4,659 New
LWAC
434
Laurel Wealth Advisors (California)
California
$292K +$9.44K +150 +3%
CTC
435
Central Trust Company
Missouri
$291K -$52.4K -833 -15%
GVAG
436
Great Valley Advisor Group
Delaware
$291K +$19.9K +316 +7%
RFM
437
Royal Fund Management
Florida
$290K +$315 +5 +0.1%
IWM
438
Iams Wealth Management
Nebraska
$289K +$289K +4,598 New
IWM
439
Integris Wealth Management
California
$288K +$288K +4,570 New
JIC
440
Johnson Investment Counsel
Ohio
$281K -$4.78K -76 -2%
API
441
Advisor Partners II
California
$281K +$24.2K +384 +9%
CCA
442
Checchi Capital Advisers
California
$269K +$31K +493 +13%
CA
443
Calton & Associates
Florida
$267K -$441 -7 -0.2%
MPWT
444
MassMutual Private Wealth & Trust
Connecticut
$267K +$1.57K +25 +0.6%
SS
445
Sound Stewardship
Kansas
$266K +$266K +4,226 New
CAAS
446
Capital Asset Advisory Services
Michigan
$266K -$145K -2,181 -35%
OAP
447
One Advisory Partners
Kansas
$261K – – –
EW
448
Evoke Wealth
California
$261K +$1.2K +19 +0.5%
WDC
449
Woodward Diversified Capital
California
$259K -$19.3K -307 -7%
FC
450
FORA Capital
Florida
$258K -$104K -1,645 -29%
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