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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 %
NSIM
551
North Star Investment Management
Illinois
$22K 327 – –
EIP
552
Ellis Investment Partners
Pennsylvania
$22K 328 – –
EI
553
Ellevest Inc
New York
$21K 299 – –
TIM
554
Tortoise Investment Management
New York
$21K 312 – –
LC
555
Lindbrook Capital
California
$20K 291 +182 +167%
CTB
556
Country Trust Bank
Illinois
$18K 262 -148 -36%
FWM
557
Focused Wealth Management
New York
$18K 256 +2 +0.8%
KPCM
558
Kings Point Capital Management
New York
$18K 269 +269 New
Acadian Asset Management
559
Acadian Asset Management
Massachusetts
$17K 260 – –
AssetMark Inc
560
AssetMark Inc
California
$17K 253 +253 New
ADL
561
Asset Dedication LLC
California
$16K 239 – –
SWM
562
Selective Wealth Management
Virginia
$16K 226 – –
EWM
563
Evermay Wealth Management
Virginia
$16K 230 – –
MTIC
564
Missouri Trust & Investment Company
Missouri
$16K 226 +226 New
CCA
565
Column Capital Advisors
Indiana
$15K 221 +21 +11%
Manulife (Manufacturers Life Insurance)
566
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$14.7K 214,390 -26,548 -11%
EBA
567
Eagle Bay Advisors
New York
$14K 207 -775 -79%
BWM
568
BerganKDV Wealth Management
Minnesota
$14K 200 +169 +545%
AWM
569
Accel Wealth Management
Iowa
$13K 184 +1 +0.5%
BWM
570
Baystate Wealth Management
Massachusetts
$13K 185 +1 +0.5%
VCM
571
Versant Capital Management
Arizona
$12K 174 -5 -3%
EARNEST Partners
572
EARNEST Partners
Georgia
$12K 174 – –
SWM
573
Sugarloaf Wealth Management
Georgia
$12K 176 – –
SWA
574
Sutton Wealth Advisors
Florida
$11K 161 – –
TCM
575
Tradewinds Capital Management
Washington
$11K 157 -60 -28%
21 22
23
24 25