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Evergy
EVRG

Overview Fund Activity

769 hedge funds and large institutions have $12.5B invested in Evergy in 2024 Q4 according to their latest regulatory filings, with 125 funds opening new positions, 290 increasing their positions, 224 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
769
Holders Change
+55
Holders Change %
+7.7%
% of All Funds
10.24%
Holding in Top 10
9
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+28.57%
% of All Funds
0.12%
New
125
Increased
290
Reduced
224
Closed
59
Calls
$10.9M
Puts
$12.4M
Net Calls
-$1.54M
Net Calls Change
-$11.4M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$261M
2
ECM
2
ExodusPoint Capital Management
New York
$142M
3
UBS Group
3
UBS Group
Switzerland
$172M
4
SG Americas Securities
4
SG Americas Securities
New York
$56.7M
5
BIP
5
Brandes Investment Partners
California
$55.7M

Top Sellers

1
PFA
1
Pathway Financial Advisers
Indiana
$2.64M
2
Cohen & Steers
2
Cohen & Steers
New York
$81.8M
3
Arrowstreet Capital
3
Arrowstreet Capital
Massachusetts
$0
4
Wells Fargo
4
Wells Fargo
California
$18.5M
5
BNP Paribas Financial Markets
5
BNP Paribas Financial Markets
France
$16.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
Kovitz Investment Group Partners
451
Kovitz Investment Group Partners
Illinois
$368K +$368K +5,977 New
KIA
452
KCM Investment Advisors
California
$366K +$12.9K +210 +4%
UCI
453
Uncommon Cents Investing
Wisconsin
$366K -$2.15K -35 -0.6%
TMAM
454
Tokio Marine Asset Management
Japan
$364K – – –
KeyBank National Association
455
KeyBank National Association
Ohio
$363K +$363K +5,900 New
FMWA
456
Forvis Mazars Wealth Advisors
Missouri
$362K – – –
WIA
457
World Investment Advisors
California
$360K +$8.25K +134 +2%
DCM
458
DGS Capital Management
New Jersey
$357K +$80.4K +1,307 +29%
MML Investors Services
459
MML Investors Services
Massachusetts
$354K +$36.1K +587 +11%
T. Rowe Price Investment Management
460
T. Rowe Price Investment Management
Maryland
$346K +$4.01K +65 +1%
NGA
461
Naples Global Advisors
Florida
$345K -$10.8K -175 -3%
1C
462
111 Capital
France
$341K +$341K +5,538 New
VDI
463
Vaughan David Investments
Illinois
$340K -$14.2K -231 -4%
SC
464
Schulhoff & Co
Ohio
$339K – – –
NAM
465
NorthCrest Asset Manangement
Minnesota
$338K +$4.99K +81 +1%
TCOK
466
Trust Company of Kansas
Kansas
$338K -$123K -2,000 -27%
GAMC
467
Garner Asset Management Corp
Texas
$338K -$21.2K -344 -6%
EH
468
Equitable Holdings
New York
$337K -$48.1K -782 -13%
TAM
469
Tocqueville Asset Management
New York
$332K – – –
IPW
470
Impact Partnership Wealth
Georgia
$331K +$331K +5,376 New
IB
471
Intrust Bank
Kansas
$330K -$2.28K -37 -0.7%
VIP
472
Vista Investment Partners
Oklahoma
$330K – – –
PAM
473
Panagora Asset Management
Massachusetts
$320K -$3.03M -49,198 -90%
CA
474
CGN Advisors
Kansas
$317K – – –
GA
475
GoalVest Advisory
New York
$313K – – –
17 18
19
20 21