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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 %
EW
451
Evoke Wealth
California
$244K +$1.81K +31 +0.7%
IWA
452
Intercontinental Wealth Advisors
Texas
$244K +$8.88K +152 +4%
DADC
453
D.A. Davidson & Co
Montana
$239K +$175 +3 +0.1%
WDC
454
Woodward Diversified Capital
California
$239K -$3.21K -55 -1%
KeyBank National Association
455
KeyBank National Association
Ohio
$237K -$277K -4,746 -54%
GSEP
456
Golden State Equity Partners
California
$234K +$234K +3,999 New
SVWAG
457
Sound View Wealth Advisors Group
Georgia
$232K -$12.3K -211 -5%
RT
458
Rockland Trust
Massachusetts
$231K -$19K -326 -8%
CCM
459
Coldstream Capital Management
Washington
$229K +$7.95K +136 +4%
CCA
460
Checchi Capital Advisers
California
$228K -$26.5K -453 -10%
TYCC
461
Texas Yale Capital Corp
Florida
$227K – – –
PFG
462
PAX Financial Group
Texas
$226K -$935 -16 -0.4%
SP
463
Symmetry Partners
Connecticut
$226K – – –
WPC
464
Waters Parkerson & Co
Louisiana
$224K – – –
TL
465
Tradewinds LLC
North Carolina
$223K – – –
BPC
466
Banque Pictet & Cie
Switzerland
$220K +$21.4K +367 +11%
FNA
467
First National Advisers
Nebraska
$220K – – –
LFAS
468
Level Four Advisory Services
Texas
$218K +$218K +3,736 New
SIS
469
Sound Income Strategies
Florida
$217K – – –
MW
470
Marcum Wealth
Ohio
$217K +$7.24K +124 +3%
CAAS
471
Capital Asset Advisory Services
Michigan
$215K -$25K -416 -10%
AWM
472
Accurate Wealth Management
Florida
$213K +$4.57K +76 +2%
BMSSC
473
B. Metzler seel. Sohn & Co
Germany
$213K – – –
UCMOK
474
United Capital Management of KS
Kansas
$212K -$18.1K -310 -8%
SS
475
Sunbelt Securities
Texas
$211K +$9.76K +167 +5%
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