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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 %
VCM
451
Virtue Capital Management
Tennessee
$281K -$173K -3,235 -38%
RCM
452
Raleigh Capital Management
North Carolina
$275K -$13.5K -258 -5%
AF
453
Allworth Financial
California
$273K +$35.6K +682 +15%
HI
454
Hudock Inc
Pennsylvania
$273K +$157 +3 +0.1%
CCM
455
Coldstream Capital Management
Washington
$272K +$272K +5,210 New
TC
456
TownSquare Capital
Utah
$272K -$2.04K -39 -0.7%
NCFG
457
New Century Financial Group
New Jersey
$266K +$266K +5,105 New
CA
458
CGN Advisors
Kansas
$266K -$10.4K -200 -4%
GA
459
GoalVest Advisory
New York
$266K – – –
GAMC
460
Garner Asset Management Corp
Texas
$261K -$24.9K -513 -9%
CTC
461
Central Trust Company
Missouri
$261K -$31.3K -600 -11%
CC
462
Corton Capital
Ontario, Canada
$261K +$261K +4,991 New
ECM
463
Evergreen Capital Management
Washington
$259K +$259K +4,968 New
AIM
464
Aigen Investment Management
New York
$258K -$749K -14,351 -74%
MPWT
465
MassMutual Private Wealth & Trust
Connecticut
$257K +$45K +862 +21%
TAM
466
Tocqueville Asset Management
New York
$256K – – –
ASN
467
Advisory Services Network
Georgia
$256K -$1.1K -21 -0.4%
WDC
468
Woodward Diversified Capital
California
$255K -$574 -11 -0.2%
SC
469
Savant Capital
Illinois
$247K +$18.2K +348 +8%
BDF
470
Black Diamond Financial
Maryland
$247K – – –
HWM
471
HB Wealth Management
Georgia
$244K +$244K +4,665 New
LNC
472
Lincoln National Corp
Pennsylvania
$242K -$89K -1,706 -27%
NP
473
NorthRock Partners
Minnesota
$241K +$241K +4,620 New
RFM
474
Royal Fund Management
Florida
$241K +$1.04K +20 +0.4%
MOS
475
MGO One Seven
Ohio
$239K +$239K +4,572 New
17 18
19
20 21