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Evergy
EVRG

Overview Fund Activity

714 hedge funds and large institutions have $12.3B invested in Evergy in 2024 Q3 according to their latest regulatory filings, with 81 funds opening new positions, 256 increasing their positions, 241 reducing their positions, and 58 closing their positions.

Holders
714
Holders Change
+18
Holders Change %
+2.59%
% of All Funds
10.33%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.1%
New
81
Increased
256
Reduced
241
Closed
58
Calls
$21.9M
Puts
$12M
Net Calls
+$9.88M
Net Calls Change
+$21.1M

Top Buyers

1
Cohen & Steers
1
Cohen & Steers
New York
$151M
2
Nuveen Asset Management
2
Nuveen Asset Management
Illinois
$194M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$124M
4
T. Rowe Price Associates
4
T. Rowe Price Associates
Maryland
$83.6M
5
Assenagon Asset Management
5
Assenagon Asset Management
Luxembourg
$45M

Top Sellers

1
ZP
1
Zimmer Partners
New York
$258M
2
ECM
2
ExodusPoint Capital Management
New York
$54.2M
3
Thrivent Financial for Lutherans
3
Thrivent Financial for Lutherans
Minnesota
$1.87M
4
Massachusetts Financial Services
4
Massachusetts Financial Services
Massachusetts
$13.5M
5
Marshall Wace
5
Marshall Wace
United Kingdom
$0
Name Market Value Shares Shares
Change 		Shares
Change %
ATC
551
Advantage Trust Company
Kansas
$99K 1,597 – –
TCOV
552
Trust Company of Vermont
Vermont
$98.3K 1,585 – –
GWM
553
Geneos Wealth Management
Colorado
$96.9K 1,563 +333 +27%
HI
554
Harbour Investments
Wisconsin
$96.5K 1,556 +63 +4%
CCMI
555
Creative Capital Management Investments
California
$93.1K 1,501 – –
PBK
556
Peoples Bank (Kansas)
Kansas
$90.2K 1,455 -1,200 -45%
VWM
557
Venturi Wealth Management
Texas
$85.9K 1,386 +966 +230%
SAM
558
Smartleaf Asset Management
Massachusetts
$80.1K 1,293 +757 +141%
AP
559
Atwood & Palmer
Missouri
$78.7K 1,269 – –
HNB
560
Hilltop National Bank
Wyoming
$78.6K 1,267 -113 -8%
FHA
561
First Horizon Advisors
Tennessee
$75.8K 1,221 +61 +5%
ARMT
562
Amica Retiree Medical Trust
Rhode Island
$75K 1,208 +1,208 New
Capstone Investment Advisors
563
Capstone Investment Advisors
New York
$74.8K 1,207 -2,483 -67%
WIM
564
Westside Investment Management
California
$72.8K 1,174 – –
M
565
MOTCO
Texas
$68K 1,097 – –
CA
566
Continuum Advisory
Idaho
$67.1K 1,069 – –
TSMHT
567
Thurston Springer Miller Herd & Titak
Indiana
$66.2K 1,068 +7 +0.7%
HGERS
568
Householder Group Estate & Retirement Specialist
Arizona
$66K 1,070 – –
GJIA
569
Glass Jacobson Investment Advisors
Maryland
$62.6K 1,010 – –
HPC
570
HM Payson & Co
Maine
$62.3K 1,005 +5 +0.5%
RWM
571
Ruedi Wealth Management
Illinois
$62K 1,000 – –
FFC
572
First Financial Corp
Indiana
$62K 1,000 – –
MA
573
Montag & Associates
Georgia
$62K 1,000 – –
TFA
574
Toth Financial Advisory
Virginia
$62K 1,000 – –
IAS
575
IMA Advisory Services
Colorado
$62K 1,000 +1,000 New
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23
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