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Evergy
EVRG

Overview Fund Activity

628 hedge funds and large institutions have $13.7B invested in Evergy in 2021 Q4 according to their latest regulatory filings, with 96 funds opening new positions, 223 increasing their positions, 190 reducing their positions, and 47 closing their positions.

Holders
628
Holders Change
+40
Holders Change %
+6.8%
% of All Funds
9.7%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
96
Increased
223
Reduced
190
Closed
47
Calls
$17.3M
Puts
$14.5M
Net Calls
+$2.79M
Net Calls Change
+$4.95M

Top Buyers

1
Invesco
1
Invesco
Georgia
$277M
2
Capital International Investors
2
Capital International Investors
California
$636M
3
BlackRock
3
BlackRock
New York
$1.18B
4
JAM
4
Jupiter Asset Management
United Kingdom
$53.4M
5
Bank of New York Mellon
5
Bank of New York Mellon
New York
$161M

Top Sellers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$23.9M
2
EIM
2
Elliott Investment Management
Florida
$646M
3
WCM
3
Wedge Capital Management
North Carolina
$14.9M
4
Citadel Advisors
4
Citadel Advisors
Florida
$0
5
Millennium Management
5
Millennium Management
New York
$12.3M
Name Market Value Shares Shares
Change 		Shares
Change %
Cohen & Steers
26
Cohen & Steers
New York
$118M 1,722,594 -162,732 -9%
First Trust Advisors
27
First Trust Advisors
Illinois
$112M 1,625,634 +310,433 +24%
EIP
28
Epoch Investment Partners
New York
$111M 1,610,919 -146,507 -8%
GF
29
Gabelli Funds
New York
$106M 1,548,400 -1,100 -0.1%
Jennison Associates
30
Jennison Associates
New York
$99.9M 1,456,078 -8,283 -0.6%
LSV Asset Management
31
LSV Asset Management
Illinois
$97.8M 1,425,337 +44,400 +3%
Charles Schwab
32
Charles Schwab
California
$85.4M 1,245,430 +51,740 +4%
ORIO
33
Old Republic International (ORI)
Illinois
$81.9M 1,193,751 – –
TSW
34
Thompson Siegel & Walmsley
Virginia
$80.4M 1,171,843 -86,322 -7%
APG Asset Management
35
APG Asset Management
Netherlands
$79.8M 1,322,085 -2,100 -0.2%
SI
36
Scout Investments
Missouri
$79.5M 1,158,936 -27,433 -2%
Victory Capital Management
37
Victory Capital Management
Texas
$72.4M 1,054,945 +138,708 +15%
Morgan Stanley
38
Morgan Stanley
New York
$66.9M 974,941 +356,889 +58%
PPA
39
Parametric Portfolio Associates
Washington
$62.4M 909,326 +25,105 +3%
Dimensional Fund Advisors
40
Dimensional Fund Advisors
Texas
$60.8M 885,674 -54,598 -6%
Swiss National Bank
41
Swiss National Bank
Switzerland
$59.8M 871,430 -35,100 -4%
1832 Asset Management
42
1832 Asset Management
Ontario, Canada
$59.7M 863,710 +7,902 +0.9%
Bank of America
43
Bank of America
North Carolina
$58.1M 846,383 +7,133 +0.8%
UBS AM
44
UBS AM
Illinois
$56.2M 819,129 +68,641 +9%
Macquarie Group
45
Macquarie Group
Australia
$55.8M 812,706 -22,690 -3%
JAM
46
Jupiter Asset Management
United Kingdom
$53.4M 780,684 +767,674 +5,901%
PCA
47
Personal Capital Advisors
California
$51.1M 743,354 +25,946 +4%
Royal Bank of Canada
48
Royal Bank of Canada
Ontario, Canada
$50.8M 740,345 +103,988 +16%
Sumitomo Mitsui Trust Group
49
Sumitomo Mitsui Trust Group
Japan
$48.8M 711,942 -30,314 -4%
Wellington Management Group
50
Wellington Management Group
Massachusetts
$44.4M 646,825 -18,418 -3%
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