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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 %
DADC
501
D.A. Davidson & Co
Montana
$235K -$14.3K -231 -6%
UAS
502
United Asset Strategies
New York
$234K +$234K +3,768 New
FNA
503
First National Advisers
Nebraska
$233K +$233K +3,761 New
TYCC
504
Texas Yale Capital Corp
Florida
$232K +$232K +3,743 New
SIS
505
Sound Income Strategies
Florida
$231K – – –
ZIM
506
Zacks Investment Management
Illinois
$230K -$46.3K -747 -17%
SPIA
507
Steward Partners Investment Advisory
New York
$228K +$52.2K +841 +30%
EF
508
Empowered Funds
Pennsylvania
$226K +$226K +3,652 New
Lazard Asset Management
509
Lazard Asset Management
New York
$226K – – –
KCPG
510
Kavar Capital Partners Group
Kansas
$223K +$223K +3,603 New
PI
511
PFG Investments
New York
$222K -$73.7K -1,188 -25%
GM
512
GeoWealth Management
Illinois
$220K +$220K +3,555 New
AAS
513
Ameritas Advisory Services
Nebraska
$220K +$220K +3,552 New
Aviva
514
Aviva
United Kingdom
$219K +$219K +3,534 New
QC
515
Quent Capital
New York
$219K +$1.3K +21 +0.6%
NCFG
516
New Century Financial Group
New Jersey
$218K -$31.4K -506 -13%
PWA
517
Phoenix Wealth Advisors
North Carolina
$217K +$217K +3,501 New
MIM
518
Morningstar Investment Management
Illinois
$216K +$216K +3,612 New
PFG
519
PAX Financial Group
Texas
$215K +$215K +3,465 New
GT
520
Greenleaf Trust
Michigan
$214K +$214K +3,447 New
BPA
521
Beacon Pointe Advisors
California
$212K +$212K +3,413 New
GF
522
Gries Financial
Ohio
$209K +$209K +3,374 New
FCA
523
FinTrust Capital Advisors
South Carolina
$209K +$12.4K +200 +6%
BFG
524
Bleakley Financial Group
New Jersey
$207K +$207K +3,332 New
AAP
525
Arax Advisory Partners
Colorado
$205K +$1.86K +30 +0.9%
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