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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 %
GI
501
Gradient Investments
Minnesota
$63K 918 – –
ST
502
Smithfield Trust
Pennsylvania
$63K 924 – –
ACM
503
Aquatic Capital Management
Illinois
$62K 900 +900 New
PB
504
Pinnacle Bancorp
Nebraska
$60K 881 – –
ZB
505
Zions Bancorporation
Utah
$59K 863 +87 +11%
CHC
506
City Holding Co
West Virginia
$56K 895 – –
CSB
507
City State Bank
Iowa
$55K 808 +808 New
DAM
508
Delta Asset Management
Tennessee
$54K 780 – –
MAM
509
Mystic Asset Management
Rhode Island
$53K 777 +777 New
VCM
510
Vigilant Capital Management
Maine
$48K 700 -74 -10%
BHWM
511
Beaird Harris Wealth Management
Texas
$48K 700 +700 New
AP
512
Atwood & Palmer
Missouri
$47K 681 -1 -0.1%
WFA
513
West Financial Advisors
Iowa
$47K 681 – –
PCG
514
Private Capital Group
Connecticut
$47K 688 +418 +155%
HWA
515
Heritage Wealth Advisors
Virginia
$45K 658 – –
POIA
516
Pin Oak Investment Advisors
Texas
$45K 660 – –
WT
517
Washington Trust
Rhode Island
$44K 647 – –
MFC
518
Mechanics Financial Corp
Ohio
$43K 620 +620 New
DAC
519
Dividend Assets Capital
South Carolina
$42K 617 -300 -33%
MRCM
520
M&R Capital Management
New Jersey
$41K 610 – –
PCFFS
521
Pacific Center for Financial Services
California
$41K 598 – –
KFI
522
Key Financial Inc
Pennsylvania
$41K 598 – –
ZIG
523
Zullo Investment Group
Pennsylvania
$41K 600 +600 New
TAM
524
Tucker Asset Management
Colorado
$40.4K 590 +108 +22%
WTC
525
WhitTier Trust Company
Nevada
$39K 571 -145 -20%
19 20
21
22 23