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Evergy
EVRG

Overview Fund Activity

769 hedge funds and large institutions have $12.5B invested in Evergy in 2024 Q4 according to their latest regulatory filings, with 125 funds opening new positions, 290 increasing their positions, 224 reducing their positions, and 59 closing their positions.

Holders
769
Holders Change
+55
Holders Change %
+7.7%
% of All Funds
10.24%
Holding in Top 10
9
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+28.57%
% of All Funds
0.12%
New
125
Increased
290
Reduced
224
Closed
59
Calls
$10.9M
Puts
$12.4M
Net Calls
-$1.54M
Net Calls Change
-$11.4M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$261M
2
ECM
2
ExodusPoint Capital Management
New York
$142M
3
UBS Group
3
UBS Group
Switzerland
$172M
4
SG Americas Securities
4
SG Americas Securities
New York
$56.7M
5
BIP
5
Brandes Investment Partners
California
$55.7M

Top Sellers

1
PFA
1
Pathway Financial Advisers
Indiana
$2.64M
2
Cohen & Steers
2
Cohen & Steers
New York
$81.8M
3
Arrowstreet Capital
3
Arrowstreet Capital
Massachusetts
$0
4
Wells Fargo
4
Wells Fargo
California
$18.5M
5
BNP Paribas Financial Markets
5
BNP Paribas Financial Markets
France
$16.2M
Name Market Value Shares Shares
Change 		Shares
Change %
VFA
501
Valeo Financial Advisors
Indiana
$264K 4,288 +2 +0%
HIS
502
Horizon Investment Services
Indiana
$261K 4,239 -5 -0.1%
SS
503
Sound Stewardship
Kansas
$260K 4,232 – –
BJL
504
Brighton Jones LLC
Washington
$257K 4,170 +4,170 New
KPWS
505
Kestra Private Wealth Services
Texas
$256K 4,166 +4,166 New
BDF
506
Black Diamond Financial
Maryland
$250K 4,065 -664 -14%
KB
507
Kimelman & Baird
New York
$250K 4,054 – –
BTC
508
Bank & Trust Company
Illinois
$249K 4,040 -366 -8%
SAS
509
Stelac Advisory Services
New York
$246K 4,000 – –
AFT
510
Alpha Family Trust
California
$244K 3,970 – –
EB
511
Eastern Bank
Massachusetts
$244K 3,963 – –
GSEP
512
Golden State Equity Partners
California
$243K 3,950 +3,950 New
Wolverine Trading
513
Wolverine Trading
Illinois
$241K 3,923 +3,923 New
EF
514
Empowered Funds
Pennsylvania
$239K 3,890 +238 +7%
SPIA
515
Steward Partners Investment Advisory
New York
$238K 3,873 +190 +5%
MW
516
Marcum Wealth
Ohio
$237K 3,853 +20 +0.5%
BFG
517
Bleakley Financial Group
New Jersey
$236K 3,842 +510 +15%
TL
518
Tradewinds LLC
North Carolina
$236K 3,598 +3,598 New
LFS
519
Legacy Financial Strategies
Kansas
$236K 3,831 +3,831 New
BAM
520
Blueshift Asset Management
New Jersey
$235K 3,822 -947 -20%
FDCDDQ
521
Federation des caisses Desjardins du Quebec
Quebec, Canada
$234K 3,801 +886 +30%
DADC
522
D.A. Davidson & Co
Montana
$234K 3,798 +3 +0.1%
VIM
523
Vinva Investment Management
Australia
$233K 3,782 -2,854 -43%
UAS
524
United Asset Strategies
New York
$232K 3,768 – –
FNA
525
First National Advisers
Nebraska
$231K 3,761 – –
19 20
21
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