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Evergy
EVRG

Overview Fund Activity

682 hedge funds and large institutions have $12.3B invested in Evergy in 2022 Q4 according to their latest regulatory filings, with 103 funds opening new positions, 259 increasing their positions, 222 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
682
Holders Change
+36
Holders Change %
+5.57%
% of All Funds
11%
Holding in Top 10
9
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+125%
% of All Funds
0.15%
New
103
Increased
259
Reduced
222
Closed
50
Calls
$11.2M
Puts
$3.81M
Net Calls
+$7.42M
Net Calls Change
+$1.95M

Top Buyers

1
Millennium Management
1
Millennium Management
New York
$198M
2
BlackRock
2
BlackRock
New York
$1.18B
3
Deutsche Bank
3
Deutsche Bank
Germany
$113M
4
Citadel Advisors
4
Citadel Advisors
Florida
$78.8M
5
AWA
5
Arete Wealth Advisors
Illinois
$380M

Top Sellers

1
Capital International Investors
1
Capital International Investors
California
$448M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$351M
3
PAMS
3
Pictet Asset Management (Switzerland)
Switzerland
$144M
4
Jennison Associates
4
Jennison Associates
New York
$0
5
DPIM
5
Duff & Phelps Investment Management
Illinois
$67.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
WIA
476
World Investment Advisors
California
$217K -$6.86K -109 -3%
CPIA
477
Cornell Pochily Investment Advisors
New York
$215K – – –
SS
478
Sunbelt Securities
Texas
$215K -$3.9K -62 -2%
PFM
479
Patton Fund Management
Texas
$210K +$210K +3,330 New
PFG
480
PAX Financial Group
Texas
$210K -$28.1K -446 -12%
BFEC
481
Benjamin F. Edwards & Company
Missouri
$209K +$129K +2,049 +161%
TCA
482
Transcend Capital Advisors
New Jersey
$208K +$208K +3,310 New
LG
483
LaFleur & Godfrey
Michigan
$208K +$208K +3,305 New
Aviva
484
Aviva
United Kingdom
$208K +$208K +3,304 New
IAS
485
IMA Advisory Services
Colorado
$207K – – –
SC
486
Savant Capital
Illinois
$205K +$205K +3,678 New
WKWM
487
Walter & Keenan Wealth Management
Indiana
$205K +$205K +3,250 New
Rockefeller Capital Management
488
Rockefeller Capital Management
New York
$204K +$140K +2,235 +217%
PA
489
Parallel Advisors
California
$204K +$5.98K +95 +3%
CG
490
Caprock Group
Idaho
$203K -$62.8K -998 -24%
CFA
491
Compass Financial Advisors
Indiana
$201K +$201K +3,201 New
WI
492
WrapManager Inc
California
$201K +$201K +3,200 New
BFC
493
Bedel Financial Consulting
Indiana
$200K -$10.1K -160 -5%
CI Investments Inc
494
CI Investments Inc
Ontario, Canada
$187K -$59.7K -947 -24%
AF
495
Advisornet Financial
Minnesota
$178K -$13K -206 -7%
RAM
496
Riggs Asset Management
Pennsylvania
$176K – – –
QC
497
Quent Capital
New York
$176K +$2.83K +45 +2%
AIP
498
Ameritas Investment Partners
Nebraska
$173K – – –
AAP
499
Arax Advisory Partners
Colorado
$169K +$1.64K +26 +1%
AWM
500
Accurate Wealth Management
Florida
$163K +$163K +2,537 New
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