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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 %
TWM
526
Tradition Wealth Management
Minnesota
$38K 550 – –
IBOK
527
Independence Bank of Kentucky
Kentucky
$38K 556 – –
TWC
528
TD Waterhouse Canada
Ontario, Canada
$37.1K 546 +546 New
MSFP
529
Mark Sheptoff Financial Planning
Connecticut
$37K 538 – –
PA
530
PSI Advisors
Florida
$34K 500 – –
M
531
MOTCO
Texas
$34K 499 – –
FA
532
Financial Avengers
California
$34K 494 +4 +0.8%
CWA
533
Carolina Wealth Advisors
South Carolina
$33K 478 – –
HI
534
Harbour Investments
Wisconsin
$32K 461 -3,751 -89%
FCA
535
FinTrust Capital Advisors
South Carolina
$32K 473 – –
CG
536
Cutler Group
California
$32K 473 – –
TC
537
Truvestments Capital
Florida
$32K 466 +4 +0.9%
Koshinski Asset Management
538
Koshinski Asset Management
Illinois
$29.9K 436 – –
FFA
539
Freedman Financial Associates
Massachusetts
$29K 424 – –
CT
540
Cambridge Trust
Massachusetts
$29K 427 +427 New
JWBC
541
John W. Brooker & Co
California
$28K 412 – –
KFAA
542
Klaas Financial Asset Advisors
Illinois
$28K 412 +4 +1%
TIM
543
Tevis Investment Management
Texas
$27K 379 +379 New
FPWM
544
FSB Premier Wealth Management
Iowa
$27K 406 +406 New
GAM
545
Gemmer Asset Management
California
$25K 366 – –
FBT
546
First Bank & Trust
South Dakota
$24K 344 – –
PFBT
547
Parkside Financial Bank & Trust
Missouri
$24K 348 +105 +43%
AIM
548
Achmea Investment Management
Netherlands
$23K 331 – –
BC
549
Burleson & Co
California
$23K 330 – –
TWA
550
TCI Wealth Advisors
Arizona
$22K 321 -15 -4%
20 21
22
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