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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
Pictet Asset Management
2
Pictet Asset Management
Switzerland
$107M
3
ECM
3
ExodusPoint Capital Management
New York
$65.9M
4
ZP
4
Zimmer Partners
New York
$134M
5
Assenagon Asset Management
5
Assenagon Asset Management
Luxembourg
$52.2M

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 %
MA
526
Montag & Associates
Georgia
$50.7K 1,000 – –
RWM
527
Ruedi Wealth Management
Illinois
$50.7K 1,000 – –
PA
528
PSI Advisors
Florida
$50.6K 999 +499 +100%
CSC
529
Caldwell Sutter Capital
California
$48.5K 956 – –
FHA
530
First Horizon Advisors
Tennessee
$48.1K 948 -42 -4%
HI
531
Harbour Investments
Wisconsin
$47.3K 932 -67 -7%
TWM
532
Tradition Wealth Management
Minnesota
$45K 884 -60 -6%
ADL
533
Asset Dedication LLC
California
$45K 885 +885 New
SA
534
SRH Advisors
Kansas
$44.9K 886 – –
SWM
535
Spire Wealth Management
Virginia
$43.2K 852 +44 +5%
DMBA
536
Deseret Mutual Benefit Administrators
Utah
$41.2K 813 -37 -4%
CSB
537
City State Bank
Iowa
$41K 808 – –
CHC
538
City Holding Co
West Virginia
$41K 808 – –
HWA
539
Heritage Wealth Advisors
Virginia
$40.6K 800 – –
HL
540
HeadInvest LLC
Maine
$40.1K 834 +834 New
WT
541
Whittier Trust
California
$39.6K 781 – –
AWM
542
Avior Wealth Management
Nebraska
$36.6K 722 -125 -15%
PB
543
Pinnacle Bancorp
Nebraska
$36.1K 713 -653 -48%
IUHSA
544
Itau Unibanco Holding S.A.
Brazil
$35.4K 699 +699 New
ZB
545
Zions Bancorporation
Utah
$34.7K 684 -7 -1%
AP
546
Atwood & Palmer
Missouri
$33.2K 655 – –
Loomis, Sayles & Company
547
Loomis, Sayles & Company
Massachusetts
$33K 650 -26 -4%
POIA
548
Pin Oak Investment Advisors
Texas
$33K 660 – –
WT
549
Washington Trust
Rhode Island
$32.8K 647 – –
AAG
550
Armstrong Advisory Group
Massachusetts
$32K 632 +230 +57%
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