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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 %
GMA
451
Glassy Mountain Advisors
Maryland
$258K +$258K +4,105 New
UCMOK
452
United Capital Management of KS
Kansas
$257K +$818 +13 +0.3%
DADC
453
D.A. Davidson & Co
Montana
$255K -$4.47K -71 -2%
MG
454
Mather Group
Illinois
$246K +$15.5K +247 +7%
TYCC
455
Texas Yale Capital Corp
Florida
$245K – – –
SP
456
Symmetry Partners
Connecticut
$244K – – –
VAM
457
Verity Asset Management
North Carolina
$244K +$244K +3,872 New
MIS
458
Morningstar Investment Services
Illinois
$243K +$3.49K +56 +1%
ACA
459
Aptus Capital Advisors
Alabama
$241K +$1.13K +18 +0.5%
CAM
460
Cresset Asset Management
Illinois
$241K -$19.6K -312 -8%
WPC
461
Waters Parkerson & Co
Louisiana
$241K – – –
MCP
462
Mirador Capital Partners
California
$241K -$7.3K -116 -3%
MW
463
Marcum Wealth
Ohio
$239K +$16K +254 +7%
EH
464
Equitable Holdings
New York
$238K +$238K +3,789 New
FNA
465
First National Advisers
Nebraska
$237K +$237K +3,761 New
SIS
466
Sound Income Strategies
Florida
$234K – – –
PFO
467
Pathstone Family Office
New Jersey
$234K +$234K +4,003 New
MAM
468
Meeder Asset Management
Ohio
$234K -$135K -2,142 -37%
SVWAG
469
Sound View Wealth Advisors Group
Georgia
$231K +$231K +4,427 New
WHG
470
Westwood Holdings Group
Texas
$230K +$230K +3,656 New
BMSSC
471
B. Metzler seel. Sohn & Co
Germany
$229K – – –
KCPG
472
Kavar Capital Partners Group
Kansas
$227K +$227K +3,603 New
AO
473
Advisor OS
Illinois
$226K +$226K +3,585 New
CCM
474
Coldstream Capital Management
Washington
$220K +$220K +3,503 New
BPA
475
Beacon Pointe Advisors
California
$218K +$218K +3,464 New
17 18
19
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