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Evergy
EVRG

Overview Fund Activity

769 hedge funds and large institutions have $12.5B invested in Evergy in 2024 Q4 according to their latest regulatory filings, with 125 funds opening new positions, 290 increasing their positions, 224 reducing their positions, and 59 closing their positions.

Holders
769
Holders Change
+55
Holders Change %
+7.7%
% of All Funds
10.24%
Holding in Top 10
9
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+28.57%
% of All Funds
0.12%
New
125
Increased
290
Reduced
224
Closed
59
Calls
$10.9M
Puts
$12.4M
Net Calls
-$1.54M
Net Calls Change
-$11.4M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$261M
2
ECM
2
ExodusPoint Capital Management
New York
$142M
3
UBS Group
3
UBS Group
Switzerland
$172M
4
SG Americas Securities
4
SG Americas Securities
New York
$56.7M
5
BIP
5
Brandes Investment Partners
California
$55.7M

Top Sellers

1
PFA
1
Pathway Financial Advisers
Indiana
$2.64M
2
Cohen & Steers
2
Cohen & Steers
New York
$81.8M
3
Arrowstreet Capital
3
Arrowstreet Capital
Massachusetts
$0
4
Wells Fargo
4
Wells Fargo
California
$18.5M
5
BNP Paribas Financial Markets
5
BNP Paribas Financial Markets
France
$16.2M
Name Market Value Shares Shares
Change 		Shares
Change %
TIA
551
Trust Investment Advisors
Indiana
$203K 3,306 +3,306 New
CCB
552
Country Club Bank
Missouri
$203K 3,297 +3,297 New
BFC
553
Bedel Financial Consulting
Indiana
$203K 3,121 +3,121 New
SFA
554
Sequoia Financial Advisors
Ohio
$201K 3,260 +3,260 New
MG
555
Mather Group
Illinois
$199K 3,231 +173 +6%
VWM
556
Venturi Wealth Management
Texas
$199K 3,228 +1,842 +133%
HI
557
Horizon Investments
North Carolina
$197K 3,195 +39 +1%
BC
558
Bayforest Capital
United Kingdom
$195K 3,171 +3,171 New
SOW
559
State of Wyoming
Wyoming
$192K 3,115 +3,115 New
CPCPP
560
Canada Post Corporation Pension Plan
Canada
$191K 3,105 +3,105 New
Bessemer Group
561
Bessemer Group
New Jersey
$183K 2,968 -88 -3%
A
562
AlphaQuest
New York
$173K 2,805 +2,805 New
GM
563
GeoWealth Management
Illinois
$173K 2,803 -752 -21%
RAM
564
Riggs Asset Management
Pennsylvania
$172K 2,800 – –
FFA
565
Farther Finance Advisors
California
$166K 2,705 +468 +21%
GRP
566
Global Retirement Partners
California
$165K 2,688 +655 +32%
GWM
567
Geneos Wealth Management
Colorado
$165K 2,678 +1,115 +71%
AIP
568
Ameritas Investment Partners
Nebraska
$143K 2,329 – –
SAM
569
Smartleaf Asset Management
Massachusetts
$142K 2,313 +1,020 +79%
TAM
570
Tucker Asset Management
Colorado
$141K 2,294 -517 -18%
YDMI
571
Y.D. More Investments
Israel
$140K 2,274 +19 +0.8%
NEI
572
Northwest & Ethical Investments
Ontario, Canada
$135K 2,200 -1,100 -33%
HWA
573
HHM Wealth Advisors
Tennessee
$128K 2,074 – –
PAS
574
Point72 Asia (Singapore)
Singapore
$123K 1,994 +1,994 New
QCG
575
Quadrant Capital Group
Ohio
$121K 1,965 +92 +5%
21 22
23
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