EVRG icon

Evergy
EVRG

Overview Fund Activity

700 hedge funds and large institutions have $10.6B invested in Evergy in 2023 Q4 according to their latest regulatory filings, with 117 funds opening new positions, 253 increasing their positions, 232 reducing their positions, and 66 closing their positions.

Holders
700
Holders Change
+42
Holders Change %
+6.38%
% of All Funds
10.26%
Holding in Top 10
6
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+100%
% of All Funds
0.09%
New
117
Increased
253
Reduced
232
Closed
66
Calls
$8M
Puts
$4.01M
Net Calls
+$3.99M
Net Calls Change
+$4.38M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$332M
2
Point72 Asset Management
2
Point72 Asset Management
Connecticut
$189M
3
Bank of Montreal
3
Bank of Montreal
Ontario, Canada
$104M
4
Balyasny Asset Management
4
Balyasny Asset Management
Illinois
$89.8M
5
Two Sigma Investments
5
Two Sigma Investments
New York
$105M

Top Sellers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$219M
2
Capital International Investors
2
Capital International Investors
California
$0
3
ZP
3
Zimmer Partners
New York
$13.8M
4
Pictet Asset Management
4
Pictet Asset Management
Switzerland
$2.88M
5
Cohen & Steers
5
Cohen & Steers
New York
$29.6M
Name Market Value Shares Shares
Change 		Shares
Change %
TAM
526
Tucker Asset Management
Colorado
$89.4K 1,713 +374 +28%
T. Rowe Price Investment Management
527
T. Rowe Price Investment Management
Maryland
$87K 1,650 +1,650 New
ATC
528
Advantage Trust Company
Kansas
$83.4K 1,597 +1,597 New
CB
529
Centennial Bank
Arkansas
$81.1K 1,554 – –
Loomis, Sayles & Company
530
Loomis, Sayles & Company
Massachusetts
$81K 1,547 +897 +138%
GWSG
531
GPS Wealth Strategies Group
Colorado
$79.3K 1,518 – –
Simplex Trading
532
Simplex Trading
Illinois
$71K 1,378 +1,378 New
MHR
533
Matthew Hamilton Rosenberg
$69.6K 1,334 – –
SOAMC
534
Spirit of America Management Corp
New York
$67.9K 1,300 – –
RFG
535
REAP Financial Group
Texas
$67.2K 1,288 +1,288 New
HI
536
Harbour Investments
Wisconsin
$66.1K 1,267 +335 +36%
GWM
537
Geneos Wealth Management
Colorado
$63.9K 1,224 +3 +0.2%
BTI
538
Blue Trust Inc
Georgia
$62K 1,217 +316 +35%
WIM
539
Westside Investment Management
California
$61.3K 1,174 – –
HPC
540
HM Payson & Co
Maine
$58.7K 1,125 +125 +13%
LFA
541
LGT Financial Advisors
Texas
$55.5K 1,064 – –
HGERS
542
Householder Group Estate & Retirement Specialist
Arizona
$55K 1,070 – –
SWM
543
Spire Wealth Management
Virginia
$54.5K 1,081 +229 +27%
PCM
544
Penserra Capital Management
California
$54K 1,046 -223 -18%
DAM
545
Delta Asset Management
Tennessee
$53.8K 1,030 -250 -20%
GJIA
546
Glass Jacobson Investment Advisors
Maryland
$52.7K 1,010 – –
MA
547
Montag & Associates
Georgia
$52.2K 1,000 – –
FFC
548
First Financial Corp
Indiana
$52.2K 1,000 – –
RWM
549
Ruedi Wealth Management
Illinois
$52.2K 1,000 – –
IGWM
550
ICA Group Wealth Management
Colorado
$52.2K 1,000 +1,000 New
20 21
22
23 24