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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 %
TYCC
526
Texas Yale Capital Corp
Florida
$230K 3,743 – –
CC
527
Callan Capital
California
$230K 3,733 +3,733 New
ECM
528
Everence Capital Management
Indiana
$229K 3,720 +3,720 New
SFC
529
SYM Financial Corp
Indiana
$227K 3,696 +3,696 New
QC
530
Quent Capital
New York
$227K 3,692 +163 +5%
Lazard Asset Management
531
Lazard Asset Management
New York
$224K 3,655 – –
MIM
532
Morningstar Investment Management
Illinois
$222K 3,612 – –
KCPG
533
Kavar Capital Partners Group
Kansas
$222K 3,603 – –
SSA
534
Schonfeld Strategic Advisors
New York
$222K 3,601 -7,568 -68%
MPWT
535
MassMutual Private Wealth & Trust
Connecticut
$221K 3,586 -1,421 -28%
EWA
536
EP Wealth Advisors
California
$219K 3,566 +315 +10%
OFS
537
OneAscent Financial Services
Alabama
$219K 3,557 +3,557 New
DC
538
Diametric Capital
Massachusetts
$218K 3,543 +3,543 New
Aviva
539
Aviva
United Kingdom
$218K 3,534 – –
GT
540
Greenleaf Trust
Michigan
$215K 3,499 +52 +2%
PFG
541
PAX Financial Group
Texas
$215K 3,485 +20 +0.6%
KWM
542
Kingsview Wealth Management
Oregon
$214K 3,470 +3,470 New
AAS
543
Ameritas Advisory Services
Nebraska
$213K 3,463 -89 -3%
CWM
544
Cornerstone Wealth Management
Missouri
$212K 3,451 -965 -22%
WPC
545
Wedmont Private Capital
Pennsylvania
$211K 3,516 +3,516 New
GF
546
Gries Financial
Ohio
$210K 3,419 +45 +1%
MSA
547
MUFG Securities Americas
New York
$209K 3,395 +3,395 New
PWA
548
Phoenix Wealth Advisors
North Carolina
$205K 3,336 -165 -5%
AAP
549
Arax Advisory Partners
Colorado
$205K 3,327 +24 +0.7%
HIMS
550
Hager Investment Management Services
New Hampshire
$204K 3,320 +3,320 New
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