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Evergy
EVRG

Overview Fund Activity

696 hedge funds and large institutions have $10.4B invested in Evergy in 2024 Q2 according to their latest regulatory filings, with 82 funds opening new positions, 266 increasing their positions, 231 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
696
Holders Change
+7
Holders Change %
+1.02%
% of All Funds
10.13%
Holding in Top 10
8
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+100%
% of All Funds
0.12%
New
82
Increased
266
Reduced
231
Closed
63
Calls
$17.5M
Puts
$28.8M
Net Calls
-$11.2M
Net Calls Change
+$38M

Top Buyers

1
ZP
1
Zimmer Partners
New York
$310M
2
Millennium Management
2
Millennium Management
New York
$195M
3
Los Angeles Capital Management
3
Los Angeles Capital Management
California
$50M
4
Wells Fargo
4
Wells Fargo
California
$54.9M
5
Jennison Associates
5
Jennison Associates
New York
$78.3M

Top Sellers

1
Point72 Asset Management
1
Point72 Asset Management
Connecticut
$120M
2
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$22.2M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$45.9M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$1.6B
5
Assenagon Asset Management
5
Assenagon Asset Management
Luxembourg
$1.41M
Name Holding Trade Value Shares
Change 		Shares
Change %
GJIA
551
Glass Jacobson Investment Advisors
Maryland
$53.5K – – –
RWM
552
Ruedi Wealth Management
Illinois
$53K – – –
FFC
553
First Financial Corp
Indiana
$53K – – –
MA
554
Montag & Associates
Georgia
$53K – – –
HPC
555
HM Payson & Co
Maine
$53K – – –
TFA
556
Toth Financial Advisory
Virginia
$53K +$19.3K +365 +57%
PA
557
PSI Advisors
Florida
$52.9K +$26.4K +499 +100%
PS
558
Principal Securities
Iowa
$51.8K +$3.5K +66 +7%
MSWM
559
Mowery & Schoenfeld Wealth Management
Illinois
$51.7K – – –
RL
560
Rogco LP
Oklahoma
$51K -$1.11K -21 -2%
CSC
561
Caldwell Sutter Capital
California
$50.6K – – –
LC
562
Lindbrook Capital
California
$50.4K +$6.78K +128 +16%
CA
563
Crewe Advisors
Utah
$47.7K -$5.4K -102 -10%
ADL
564
Asset Dedication LLC
California
$46.9K – – –
BIC
565
Beach Investment Counsel
Pennsylvania
$46K +$46K +873 New
WTC
566
WhitTier Trust Company
Nevada
$45.6K +$318 +6 +0.7%
DAM
567
Delta Asset Management
Tennessee
$45.3K -$7.95K -150 -15%
BEI
568
Benjamin Edwards Inc
Missouri
$45K +$14.6K +277 +48%
SA
569
SRH Advisors
Kansas
$44.6K -$2.33K -44 -5%
CSB
570
City State Bank
Iowa
$42.8K -$1.43K -27 -3%
CHC
571
City Holding Co
West Virginia
$42.8K – – –
RTC
572
Riverview Trust Company
Washington
$42.6K – – –
WT
573
Whittier Trust
California
$41.4K – – –
CB
574
Centennial Bank
Arkansas
$41.2K -$41.2K -777 -50%
HFS
575
Hantz Financial Services
Michigan
$41K -$20.3K -385 -33%
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