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Evergy
EVRG

Overview Fund Activity

714 hedge funds and large institutions have $12.3B invested in Evergy in 2024 Q3 according to their latest regulatory filings, with 81 funds opening new positions, 256 increasing their positions, 241 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
714
Holders Change
+18
Holders Change %
+2.59%
% of All Funds
10.33%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.1%
New
81
Increased
256
Reduced
241
Closed
58
Calls
$21.9M
Puts
$12M
Net Calls
+$9.88M
Net Calls Change
+$21.1M

Top Buyers

1
Cohen & Steers
Cohen & Steers
New York
$151M
2
Nuveen Asset Management
Nuveen Asset Management
Illinois
$194M
3
Fidelity Investments
Fidelity Investments
Massachusetts
$124M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$83.6M
5
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
$45M

Top Sellers

1
ZP
Zimmer Partners
New York
$258M
2
ECM
ExodusPoint Capital Management
New York
$54.2M
3
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$1.87M
4
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$13.5M
5
Marshall Wace
Marshall Wace
United Kingdom
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
BMSSC
476
B. Metzler seel. Sohn & Co
Germany
$281K -$70.1K -1,131 -20%
NP
477
NorthRock Partners
Minnesota
$280K -$186 -3 -0.1%
DCM
478
DGS Capital Management
New Jersey
$278K +$38.4K +619 +16%
CWM
479
Cornerstone Wealth Management
Missouri
$274K -$20.8K -335 -7%
BTC
480
Bank & Trust Company
Illinois
$273K – – –
MAM
481
Martingale Asset Management
Massachusetts
$273K – – –
SC
482
Syon Capital
California
$272K -$39.9K -643 -13%
WAM
483
Walker Asset Management
Missouri
$270K +$2.23K +36 +0.8%
VA
484
Vident Advisory
Georgia
$269K -$18.9K -305 -7%
AF
485
Allworth Financial
California
$268K +$77.3K +1,246 +41%
Artisan Partners
486
Artisan Partners
Wisconsin
$267K – – –
PA
487
Probity Advisors
Texas
$266K +$14.9K +241 +6%
VFA
488
Valeo Financial Advisors
Indiana
$266K -$620 -10 -0.2%
KWA
489
Kingswood Wealth Advisors
California
$265K -$28.3K -456 -10%
HIS
490
Horizon Investment Services
Indiana
$263K +$263K +4,244 New
SS
491
Sound Stewardship
Kansas
$262K +$372 +6 +0.1%
Simplex Trading
492
Simplex Trading
Illinois
$252K -$301K -4,859 -54%
KB
493
Kimelman & Baird
New York
$251K – – –
SAS
494
Stelac Advisory Services
New York
$248K – – –
AI
495
Atria Investments
North Carolina
$247K -$15.9K -257 -6%
RSWM
496
Robertson Stephens Wealth Management
California
$247K +$247K +3,980 New
P
497
&Partners
Tennessee
$246K +$246K +3,967 New
AFT
498
Alpha Family Trust
California
$246K – – –
EB
499
Eastern Bank
Massachusetts
$246K +$246K +3,963 New
MW
500
Marcum Wealth
Ohio
$238K +$238K +3,833 New
18 19
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