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Evergy
EVRG

Overview Fund Activity

700 hedge funds and large institutions have $10.6B invested in Evergy in 2023 Q4 according to their latest regulatory filings, with 117 funds opening new positions, 253 increasing their positions, 232 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
700
Holders Change
+42
Holders Change %
+6.38%
% of All Funds
10.26%
Holding in Top 10
6
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+100%
% of All Funds
0.09%
New
117
Increased
253
Reduced
232
Closed
66
Calls
$8M
Puts
$4.01M
Net Calls
+$3.99M
Net Calls Change
+$4.38M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$332M
2
Point72 Asset Management
2
Point72 Asset Management
Connecticut
$189M
3
Bank of Montreal
3
Bank of Montreal
Ontario, Canada
$104M
4
Balyasny Asset Management
4
Balyasny Asset Management
Illinois
$89.8M
5
Two Sigma Investments
5
Two Sigma Investments
New York
$105M

Top Sellers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$219M
2
Capital International Investors
2
Capital International Investors
California
$0
3
ZP
3
Zimmer Partners
New York
$13.8M
4
Pictet Asset Management
4
Pictet Asset Management
Switzerland
$2.88M
5
Cohen & Steers
5
Cohen & Steers
New York
$29.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
WW
426
Waterfront Wealth
Kansas
$336K – – –
SGCA
427
Steel Grove Capital Advisors
Tennessee
$333K -$1.2M -23,058 -78%
BNP Paribas Asset Management
428
BNP Paribas Asset Management
France
$331K – – –
CPIG
429
Chicago Partners Investment Group
Illinois
$331K +$790 +16 +0.2%
UCFA
430
United Capital Financial Advisors
Texas
$329K +$329K +6,294 New
BC
431
Bridgefront Capital
Texas
$318K -$148K -2,828 -32%
IWC
432
Integrated Wealth Concepts
Massachusetts
$316K -$95.9K -1,838 -23%
TC
433
Trust Company
Kansas
$314K -$52.5K -1,006 -14%
IB
434
Intrust Bank
Kansas
$314K +$1.93K +37 +0.6%
FI
435
FJ Investments
Utah
$313K +$313K +6,000 New
FMWA
436
Forvis Mazars Wealth Advisors
Missouri
$313K – – –
FWP
437
FAS Wealth Partners
Kansas
$310K +$5.85K +112 +2%
CG
438
Caprock Group
Idaho
$301K +$1.2K +23 +0.4%
SFA
439
Sequoia Financial Advisors
Ohio
$300K +$300K +5,752 New
NA
440
NewEdge Advisors
Louisiana
$299K -$38K -752 -11%
RFC
441
Regions Financial Corp
Alabama
$296K +$30.3K +580 +11%
BMSSC
442
B. Metzler seel. Sohn & Co
Germany
$295K +$295K +5,655 New
SRL
443
Scientech Research LLC
New Jersey
$295K +$295K +5,645 New
WHG
444
Westwood Holdings Group
Texas
$293K – – –
OIA
445
OneDigital Investment Advisors
Kansas
$290K -$1.46K -28 -0.5%
CP
446
Camelot Portfolios
Ohio
$289K +$289K +5,541 New
TMAM
447
Tokio Marine Asset Management
Japan
$287K – – –
SC
448
Schulhoff & Co
Ohio
$287K – – –
MIA
449
MainStreet Investment Advisors
Illinois
$285K +$35.1K +672 +14%
VIP
450
Vista Investment Partners
Oklahoma
$282K +$282K +5,402 New
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