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Evergy
EVRG

Overview Fund Activity

581 hedge funds and large institutions have $11.3B invested in Evergy in 2021 Q1 according to their latest regulatory filings, with 66 funds opening new positions, 203 increasing their positions, 189 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
581
Holders Change
-8
Holders Change %
-1.36%
% of All Funds
10.23%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.09%
New
66
Increased
203
Reduced
189
Closed
67
Calls
$25.1M
Puts
$10.8M
Net Calls
+$14.3M
Net Calls Change
+$12.1M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$277M
2
Franklin Resources
Franklin Resources
California
$346M
3
BC
Brookfield Corp
Ontario, Canada
$127M
4
CS
Credit Suisse
Switzerland
$133M
5
TSW
Thompson Siegel & Walmsley
Virginia
$73.7M

Top Sellers

1
Citadel Advisors
Citadel Advisors
Florida
$26.9M
2
Janus Henderson Group
Janus Henderson Group
United Kingdom
$8.01M
3
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
$2.57M
4
DKCM
Davidson Kempner Capital Management
New York
$0
5
D.E. Shaw & Co
D.E. Shaw & Co
New York
$83.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
BWM
526
Baystate Wealth Management
Massachusetts
$11K – – –
AWM
527
Accel Wealth Management
Iowa
$11K +$60 +1 +0.6%
EW
528
Evoke Wealth
California
$11K +$5.35K +92 +95%
ZB
529
Zions Bancorporation
Utah
$11K +$7.51K +131 +215%
EARNEST Partners
530
EARNEST Partners
Georgia
$10K – – –
CA
531
Clearstead Advisors
Ohio
$10K – – –
BFC
532
Bedel Financial Consulting
Indiana
$10K +$63 +1 +0.6%
SWA
533
Sutton Wealth Advisors
Florida
$9.58K – – –
IRC
534
Investors Research Corp
Georgia
$9K – – –
TF
535
TimeScale Financial
Massachusetts
$9K +$118 +2 +1%
RTC
536
Riverview Trust Company
Washington
$8K – – –
MA
537
MUFG Americas
New York
$8K +$6.2K +103 +343%
WAP
538
Wealthcare Advisory Partners
Pennsylvania
$8K +$8K +135 New
NIC
539
Northwest Investment Counselors
Oregon
$7K +$7K +119 New
GCM
540
Gables Capital Management
Florida
$6K – – –
GWS
541
Glassman Wealth Services
Virginia
$6K +$383 +6 +7%
WP
542
WealthShield Partners
North Carolina
$6K +$6K +100 New
MWP
543
Meridian Wealth Partners
Pennsylvania
$6K +$6K +103 New
LC
544
Lindbrook Capital
California
$5K -$3.57K -65 -42%
AW
545
Avion Wealth
Texas
$5K – – –
OSAM
546
O'Shaughnessy Asset Management
Connecticut
$5K – – –
ONST
547
Old North State Trust
North Carolina
$5K – – –
PWMG
548
Prestige Wealth Management Group
New Jersey
$5K – – –
WWM
549
Wolff Wiese Magana
California
$5K – – –
SFP
550
Sterling Financial Planning
New Jersey
$5K – – –
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