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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 %
CCA
451
Checchi Capital Advisers
California
$202K 2,943 +2,943 New
NRW
452
Nova R Wealth
Kansas
$201K 2,928 +2,928 New
DWM
453
Dakota Wealth Management
Florida
$201K 2,932 +2,932 New
LIM
454
Longfellow Investment Management
Massachusetts
$200K 2,903 – –
GWM
455
Geneos Wealth Management
Colorado
$198K 2,889 -2,145 -43%
VI
456
Vestcor Inc
New Brunswick, Canada
$194K 2,830 -561 -17%
RAM
457
Riggs Asset Management
Pennsylvania
$192K 2,800 – –
AAP
458
Arax Advisory Partners
Colorado
$183K 2,664 – –
DHGWA
459
Dixon Hughes Goodman Wealth Advisors
North Carolina
$183K 2,669 +2,669 New
SIM
460
Sentry Investment Management
Wisconsin
$175K 2,556 +523 +26%
WT
461
Whittier Trust
California
$163K 2,379 +68 +3%
DMBA
462
Deseret Mutual Benefit Administrators
Utah
$160K 2,338 – –
AF
463
Advisornet Financial
Minnesota
$151K 2,194 +625 +40%
HI
464
Hudock Inc
Pennsylvania
$149K 2,182 – –
KFS
465
Kelly Financial Services
Massachusetts
$138K 2,017 +17 +0.9%
TCOV
466
Trust Company of Vermont
Vermont
$137K 2,000 +2,000 New
JMF
467
Johnson Midwest Financial
Iowa
$128K 1,867 +262 +16%
FCFS
468
First Command Financial Services
Texas
$124K 1,815 – –
CFCI
469
Comprehensive Financial Consultants Institutional
Indiana
$120K 1,928 +1,928 New
AF
470
Allworth Financial
California
$113K 1,649 +6 +0.4%
FCB
471
First Command Bank
Texas
$112K 1,815 – –
QCG
472
Quadrant Capital Group
Ohio
$109K 1,582 -51 -3%
APA
473
American Portfolios Advisors
New York
$100K 1,461 +8 +0.6%
FHA
474
First Horizon Advisors
Tennessee
$99K 1,464 -5 -0.3%
QC
475
Quent Capital
New York
$98K 1,431 +1,431 New
17 18
19
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