689 hedge funds and large institutions have $10.4B invested in Evergy in 2024 Q1 according to their latest regulatory filings, with 67 funds opening new positions, 246 increasing their positions, 259 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
689
Holders Change
-11
Holders Change %
-1.57%
% of All Funds
9.99%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.06%
New
67
Increased
246
Reduced
259
Closed
71
Calls
$16M
Puts
$65.2M
Net Calls
-$49.2M
Net Calls Change
-$53.2M
Name Holding Trade Value Shares
Change
Shares
Change %
T. Rowe Price Associates
26
T. Rowe Price Associates
Maryland
$87.3M -$137M -2,563,670 -61%
Voloridge Investment Management
27
Voloridge Investment Management
Florida
$84.5M +$41.3M +773,805 +96%
Charles Schwab
28
Charles Schwab
California
$78M +$2.58M +48,407 +3%
JPMorgan Chase & Co
29
JPMorgan Chase & Co
New York
$76.2M +$9.09M +170,368 +14%
DPIM
30
Duff & Phelps Investment Management
Illinois
$73M +$8.54M +160,000 +13%
Nuveen Asset Management
31
Nuveen Asset Management
Illinois
$71.3M +$35.3M +633,541 +98%
California Public Employees Retirement System
32
California Public Employees Retirement System
California
$70.5M -$4.57M -85,578 -6%
GF
33
Gabelli Funds
New York
$67.4M -$3.68M -69,000 -5%
Citadel Advisors
34
Citadel Advisors
Florida
$66.9M -$26.9M -504,462 -29%
Massachusetts Financial Services
35
Massachusetts Financial Services
Massachusetts
$66.1M -$15.7M -293,714 -19%
Balyasny Asset Management
36
Balyasny Asset Management
Illinois
$63.1M -$28.8M -539,219 -31%
Dimensional Fund Advisors
37
Dimensional Fund Advisors
Texas
$61.6M +$7.96M +149,155 +15%
Verition Fund Management
38
Verition Fund Management
Connecticut
$59.7M +$57.3M +1,073,610 +2,399%
HSBC Holdings
39
HSBC Holdings
United Kingdom
$59.7M +$5.35M +100,182 +10%
EIP
40
Energy Income Partners
Connecticut
$59.1M +$5.78M +108,367 +11%
UBS Group
41
UBS Group
Switzerland
$58.5M -$21.2M -396,949 -27%
Goldman Sachs
42
Goldman Sachs
New York
$57.1M -$743K -13,916 -1%
Empower Advisory Group
43
Empower Advisory Group
Colorado
$57M +$7.66M +143,422 +16%
APG Asset Management
44
APG Asset Management
Netherlands
$49.7M -$1.14M -23,077 -2%
Bank of Montreal
45
Bank of Montreal
Ontario, Canada
$48.3M -$57.9M -1,082,815 -55%
ORIO
46
Old Republic International (ORI)
Illinois
$44.3M
UBS AM
47
UBS AM
Illinois
$43.4M -$826K -15,479 -2%
Victory Capital Management
48
Victory Capital Management
Texas
$42.2M -$9.18M -172,025 -18%
Assenagon Asset Management
49
Assenagon Asset Management
Luxembourg
$41.2M -$39.8M -745,795 -49%
Thrivent Financial for Lutherans
50
Thrivent Financial for Lutherans
Minnesota
$40.3M +$939K +17,585 +2%