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Evergy
EVRG

Overview Fund Activity

658 hedge funds and large institutions have $11.1B invested in Evergy in 2023 Q2 according to their latest regulatory filings, with 59 funds opening new positions, 242 increasing their positions, 230 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
658
Holders Change
+10
Holders Change %
+1.54%
% of All Funds
10.38%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
59
Increased
242
Reduced
230
Closed
46
Calls
$2.96M
Puts
$1.78M
Net Calls
+$1.18M
Net Calls Change
-$2.67M

Top Buyers

1
Balyasny Asset Management
1
Balyasny Asset Management
Illinois
$66.7M
2
American Century Companies
2
American Century Companies
Missouri
$140M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$365M
4
PI
4
PineBridge Investments
New York
$29.8M
5
ZP
5
Zimmer Partners
New York
$101M

Top Sellers

1
Capital International Investors
1
Capital International Investors
California
$254M
2
Millennium Management
2
Millennium Management
New York
$29.5M
3
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$543M
4
BlackRock
4
BlackRock
New York
$1.03B
5
SI
5
Scout Investments
Missouri
$18.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
TAM
426
Tocqueville Asset Management
New York
$286K – – –
CRC
427
Curi RMB Capital
Illinois
$283K +$283K +4,851 New
Fifth Third Bancorp
428
Fifth Third Bancorp
Ohio
$281K +$4.79K +82 +2%
MIA
429
MainStreet Investment Advisors
Illinois
$278K +$11.1K +190 +4%
SC
430
Savant Capital
Illinois
$276K +$3.62K +62 +1%
BDF
431
Black Diamond Financial
Maryland
$276K – – –
API
432
Advisor Partners II
California
$273K -$7.36K -126 -3%
RFM
433
Royal Fund Management
Florida
$271K +$876 +15 +0.3%
MPWT
434
MassMutual Private Wealth & Trust
Connecticut
$269K +$2.4K +41 +0.9%
PGFC
435
Peapack-Gladstone Financial Corp
New Jersey
$269K -$45K -770 -14%
CWM
436
Cornerstone Wealth Management
Missouri
$267K -$112K -1,925 -30%
IWM
437
Integris Wealth Management
California
$267K – – –
AO
438
Advisor OS
Illinois
$265K -$34.3K -587 -11%
DWM
439
Dakota Wealth Management
Florida
$263K – – –
BFM
440
Boothbay Fund Management
New York
$262K +$262K +4,490 New
JIC
441
Johnson Investment Counsel
Ohio
$262K -$759 -13 -0.3%
HIS
442
Horizon Investment Services
Indiana
$261K -$13.3K -228 -5%
QI
443
Qtron Investments
Massachusetts
$259K +$259K +4,425 New
CTC
444
Central Trust Company
Missouri
$257K -$15.2K -260 -6%
QCM
445
Quantinno Capital Management
New York
$255K -$549K -9,401 -68%
AF
446
Allworth Financial
California
$254K +$145K +2,480 +133%
LFG
447
Larson Financial Group
Missouri
$253K -$261K -4,472 -51%
SS
448
Sound Stewardship
Kansas
$247K – – –
VAM
449
Verity Asset Management
North Carolina
$246K +$11K +188 +5%
WHG
450
Westwood Holdings Group
Texas
$244K +$244K +4,178 New
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