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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 %
PA
551
PSI Advisors
Florida
$52.1K 999 – –
EWA
552
EverSource Wealth Advisors
Alabama
$52.1K 998 +748 +299%
MSWM
553
Mowery & Schoenfeld Wealth Management
Illinois
$50.9K 976 +976 New
CSC
554
Caldwell Sutter Capital
California
$49.9K 956 – –
EC
555
EntryPoint Capital
New York
$48.7K 933 +933 New
FHA
556
First Horizon Advisors
Tennessee
$47.2K 903 -45 -5%
ADL
557
Asset Dedication LLC
California
$47K 885 – –
TWM
558
Tradition Wealth Management
Minnesota
$47K 894 +10 +1%
SA
559
SRH Advisors
Kansas
$46.2K 886 – –
AP
560
Atwood & Palmer
Missouri
$44.6K 855 +200 +31%
WTC
561
WhitTier Trust Company
Nevada
$44.6K 854 +280 +49%
RG
562
Retirement Group
California
$43K 824 +790 +2,324%
PS
563
Principal Securities
Iowa
$42.7K 818 +818 New
CHC
564
City Holding Co
West Virginia
$42.2K 808 – –
CSB
565
City State Bank
Iowa
$42K 808 – –
HWA
566
Heritage Wealth Advisors
Virginia
$41.8K 800 – –
NFA
567
Northwest Financial Advisors
Virginia
$41.8K 800 +800 New
PFBT
568
Parkside Financial Bank & Trust
Missouri
$41K 785 +403 +105%
WT
569
Whittier Trust
California
$40.8K 781 – –
MCM
570
MV Capital Management
Maryland
$38.6K 740 +718 +3,264%
PB
571
Pinnacle Bancorp
Nebraska
$37.2K 713 – –
HCP
572
Hexagon Capital Partners
Arkansas
$34.8K 667 +460 +222%
POIA
573
Pin Oak Investment Advisors
Texas
$34K 660 – –
DMBA
574
Deseret Mutual Benefit Administrators
Utah
$33.9K 650 -163 -20%
GI
575
Gradient Investments
Minnesota
$33.4K 639 -490 -43%
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