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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.

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 Market Value Shares Shares
Change 		Shares
Change %
IWM
476
Integris Wealth Management
California
$239K 4,570 – –
DWM
477
Dakota Wealth Management
Florida
$238K 4,556 +56 +1%
SVWAG
478
Sound View Wealth Advisors Group
Georgia
$231K 4,427 +4,427 New
CWM
479
Cornerstone Wealth Management
Missouri
$231K 4,420 -47 -1%
WAM
480
Walker Asset Management
Missouri
$228K 4,362 +4,362 New
BPA
481
Beacon Pointe Advisors
California
$227K 4,345 +188 +5%
FTDI
482
First Trust Direct Indexing
Massachusetts
$227K 4,341 +4,341 New
MWM
483
Modern Wealth Management
Kansas
$226K 4,336 +4,336 New
VAM
484
Verity Asset Management
North Carolina
$226K 4,333 +223 +5%
KWA
485
Kingswood Wealth Advisors
California
$223K 4,273 +4,273 New
SS
486
Sound Stewardship
Kansas
$221K 4,226 – –
DADC
487
D.A. Davidson & Co
Montana
$220K 4,219 +128 +3%
VSQM
488
V-Square Quantitative Management
Illinois
$216K 4,131 – –
YIH
489
Y-Intercept (HK)
Hong Kong
$215K 4,126 -33,444 -89%
S
490
SignatureFD
Georgia
$214K 4,095 +3,095 +310%
GSEP
491
Golden State Equity Partners
California
$211K 4,050 +39 +1%
AWM
492
Accurate Wealth Management
Florida
$210K 3,942 -248 -6%
FNWA
493
Financial Network Wealth Advisors
Utah
$210K 4,020 +4,020 New
NS
494
NBC Securities
Alabama
$207K 3,978 -96 -2%
AIMCA
495
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$204K 3,900 +3,900 New
SP
496
Symmetry Partners
Connecticut
$202K 3,872 +3,872 New
WPC
497
Waters Parkerson & Co
Louisiana
$200K 3,835 +3,835 New
SIS
498
Sound Income Strategies
Florida
$194K 3,718 – –
SS
499
Sunbelt Securities
Texas
$194K 3,710 +58 +2%
GI
500
GAMMA Investing
California
$192K 3,788 +3,788 New
18 19
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