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Evergy
EVRG

Overview Fund Activity

658 hedge funds and large institutions have $9.72B invested in Evergy in 2023 Q3 according to their latest regulatory filings, with 69 funds opening new positions, 260 increasing their positions, 216 reducing their positions, and 61 closing their positions.

Holders
658
Holders Change
–
Holders Change %
0%
% of All Funds
10.49%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
69
Increased
260
Reduced
216
Closed
61
Calls
$3.23M
Puts
$3.62M
Net Calls
-$386K
Net Calls Change
-$1.57M

Top Buyers

1
Citadel Advisors
1
Citadel Advisors
Florida
$141M
2
ECM
2
ExodusPoint Capital Management
New York
$65.9M
3
ZP
3
Zimmer Partners
New York
$134M
4
Assenagon Asset Management
4
Assenagon Asset Management
Luxembourg
$52.2M
5
Morgan Stanley
5
Morgan Stanley
New York
$125M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$156M
2
Capital International Investors
2
Capital International Investors
California
$141M
3
Balyasny Asset Management
3
Balyasny Asset Management
Illinois
$0
4
VNIM
4
Vaughan Nelson Investment Management
Texas
$0
5
BlackRock
5
BlackRock
New York
$854M
Name Market Value Shares Shares
Change 		Shares
Change %
TCOV
501
Trust Company of Vermont
Vermont
$80.4K 1,585 -1,013 -39%
CB
502
Centennial Bank
Arkansas
$78.8K 1,554 – –
GRP
503
Global Retirement Partners
California
$78.1K 1,605 -302 -16%
HNB
504
Huntington National Bank
Ohio
$77.5K 1,529 +258 +20%
GWSG
505
GPS Wealth Strategies Group
Colorado
$77K 1,518 +130 +9%
SC
506
SouthState Corp
Florida
$76.1K 1,500 – –
SIM
507
Sentry Investment Management
Wisconsin
$68K 1,334 -157 -11%
TAM
508
Tucker Asset Management
Colorado
$67.9K 1,339 +227 +20%
MHR
509
Matthew Hamilton Rosenberg
$67.6K 1,334 – –
SOAMC
510
Spirit of America Management Corp
New York
$65.9K 1,300 +500 +63%
DAM
511
Delta Asset Management
Tennessee
$64.9K 1,280 – –
PCM
512
Penserra Capital Management
California
$64K 1,269 -211 -14%
GWM
513
Geneos Wealth Management
Colorado
$61.9K 1,221 +82 +7%
WIM
514
Westside Investment Management
California
$59.5K 1,174 – –
GI
515
Gradient Investments
Minnesota
$57.2K 1,129 +481 +74%
Bessemer Group
516
Bessemer Group
New Jersey
$57K 1,127 -1,894 -63%
CA
517
Crewe Advisors
Utah
$55.4K 1,092 – –
HGERS
518
Householder Group Estate & Retirement Specialist
Arizona
$54.2K 1,070 +1,070 New
LFA
519
LGT Financial Advisors
Texas
$53.9K 1,064 +1,064 New
BTI
520
Blue Trust Inc
Georgia
$53K 901 +32 +4%
GJIA
521
Glass Jacobson Investment Advisors
Maryland
$51.2K 1,010 – –
ST
522
Smithfield Trust
Pennsylvania
$51K 979 -20 -2%
S
523
SignatureFD
Georgia
$50.7K 1,000 -1,386 -58%
HPC
524
HM Payson & Co
Maine
$50.7K 1,000 – –
RWM
525
Ruedi Wealth Management
Illinois
$50.7K 1,000 – –
19 20
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