EVRG icon

Evergy
EVRG

Overview Fund Activity

658 hedge funds and large institutions have $9.72B invested in Evergy in 2023 Q3 according to their latest regulatory filings, with 69 funds opening new positions, 260 increasing their positions, 216 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
658
Holders Change
–
Holders Change %
0%
% of All Funds
10.49%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
69
Increased
260
Reduced
216
Closed
61
Calls
$3.23M
Puts
$3.62M
Net Calls
-$386K
Net Calls Change
-$1.57M

Top Buyers

1
Citadel Advisors
1
Citadel Advisors
Florida
$141M
2
ECM
2
ExodusPoint Capital Management
New York
$65.9M
3
ZP
3
Zimmer Partners
New York
$134M
4
Assenagon Asset Management
4
Assenagon Asset Management
Luxembourg
$52.2M
5
Morgan Stanley
5
Morgan Stanley
New York
$125M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$156M
2
Capital International Investors
2
Capital International Investors
California
$141M
3
Balyasny Asset Management
3
Balyasny Asset Management
Illinois
$0
4
VNIM
4
Vaughan Nelson Investment Management
Texas
$0
5
BlackRock
5
BlackRock
New York
$854M
Name Holding Trade Value Shares
Change 		Shares
Change %
VFA
451
Valeo Financial Advisors
Indiana
$247K +$247K +4,870 New
MIA
452
MainStreet Investment Advisors
Illinois
$243K +$2.33K +46 +1%
CRC
453
Curi RMB Capital
Illinois
$241K -$4.56K -90 -2%
BDF
454
Black Diamond Financial
Maryland
$240K – – –
GCP
455
GSA Capital Partners
United Kingdom
$237K +$237K +4,679 New
AWS
456
Atria Wealth Solutions
New York
$236K -$211K -4,155 -47%
RFM
457
Royal Fund Management
Florida
$233K -$2.48K -49 -1%
IWM
458
Integris Wealth Management
California
$232K – – –
AF
459
Allworth Financial
California
$230K +$10.2K +202 +5%
DWM
460
Dakota Wealth Management
Florida
$228K – – –
CWM
461
Cornerstone Wealth Management
Missouri
$226K -$5.37K -106 -2%
PGFC
462
Peapack-Gladstone Financial Corp
New Jersey
$226K -$7.61K -150 -3%
SC
463
Savant Capital
Illinois
$222K -$17.6K -348 -7%
EW
464
Evoke Wealth
California
$221K +$9.74K +192 +5%
SS
465
Sound Stewardship
Kansas
$214K – – –
BPA
466
Beacon Pointe Advisors
California
$211K +$36K +710 +21%
AWM
467
Accurate Wealth Management
Florida
$210K +$32.2K +642 +18%
VSQM
468
V-Square Quantitative Management
Illinois
$209K +$183K +3,618 +705%
VAM
469
Verity Asset Management
North Carolina
$208K -$4.87K -96 -2%
DADC
470
D.A. Davidson & Co
Montana
$207K +$152 +3 +0.1%
API
471
Advisor Partners II
California
$206K -$31K -612 -13%
NS
472
NBC Securities
Alabama
$206K +$206K +4,074 New
MPWT
473
MassMutual Private Wealth & Trust
Connecticut
$206K -$27.7K -547 -12%
PFG
474
PAX Financial Group
Texas
$204K +$8.11K +160 +4%
GSEP
475
Golden State Equity Partners
California
$203K +$608 +12 +0.3%
17 18
19
20 21