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Evergy
EVRG

Overview Fund Activity

588 hedge funds and large institutions have $12.1B invested in Evergy in 2018 Q4 according to their latest regulatory filings, with 86 funds opening new positions, 176 increasing their positions, 224 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
588
Holders Change
+31
Holders Change %
+5.57%
% of All Funds
13.12%
Holding in Top 10
11
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+22.22%
% of All Funds
0.25%
New
86
Increased
176
Reduced
224
Closed
50
Calls
$744K
Puts
–
Net Calls
+$744K
Net Calls Change
-$3.52M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$155M
2
SI
Scout Investments
Missouri
+$70.4M
3
Renaissance Technologies
Renaissance Technologies
New York
+$64M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$61M
5
CTA
Carillon Tower Advisers
Florida
+$50M

Top Sellers

1
Millennium Management
Millennium Management
New York
-$160M
2
CBOA
Commonwealth Bank of Australia
Australia
-$141M
3
ZP
Zimmer Partners
New York
-$99.1M
4
BlackRock
BlackRock
New York
-$86.8M
5
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$66.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
ZB
551
Zions Bancorporation
Utah
$7K +$2.02K +37 +41%
TL
552
TrueWealth LLC
Georgia
$6K -$589 -11 -9%
CFD
553
Creative Financial Designs
Indiana
$6K – – –
GCM
554
Gables Capital Management
Florida
$6K – – –
PWM
555
PRW Wealth Management
Massachusetts
$6K +$6K +103 New
RCAG
556
Rehmann Capital Advisory Group
Michigan
$5.61K – – –
DSI
557
Daiwa SB Investments
Japan
$5K -$43.3K -780 -90%
PWMG
558
Prestige Wealth Management Group
New Jersey
$5K +$5K +81 New
JFA
559
JNBA Financial Advisors
Minnesota
$4K -$110K -2,002 -96%
TFO
560
Tarbox Family Office
California
$4K – – –
AIA
561
Alera Investment Advisors
Illinois
$4K +$4K +64 New
CFA
562
Clarfeld Financial Advisors
New York
$4K +$4K +68 New
FGC
563
Financial Gravity Companies
Texas
$4K +$4K +74 New
LNB
564
Ledyard National Bank
$4K +$4K +75 New
LC
565
Lindbrook Capital
California
$4K +$4K +87 New
RFM
566
Royal Fund Management
Florida
$3K – – –
WCM
567
Whitener Capital Management
North Carolina
$3K – – –
VNA
568
Valley National Advisers
Pennsylvania
$3K +$2.33K +35 +350%
HIIFS
569
Harel Insurance Investments & Financial Services
Israel
$3K +$3K +53 New
EWM
570
Executive Wealth Management
Michigan
$3K +$3K +59 New
UB
571
UMB Bank
Missouri
$2.27K -$274 -4,827 -11%
HR
572
Howe & Rusling
New York
$2K -$188 -3 -9%
LWA
573
Lenox Wealth Advisors
New York
$2K – – –
SIS
574
Sound Income Strategies
Florida
$2K – – –
Fidelity International
575
Fidelity International
Bermuda
$2K +$286 +4 +17%
21 22
23
24 25