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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 %
CA
576
Clearstead Advisors
Ohio
$11K 161 -54 -25%
TF
577
TimeScale Financial
Massachusetts
$11K 155 +1 +0.6%
GWS
578
Glassman Wealth Services
Virginia
$11K 160 +15 +10%
CWP
579
Concord Wealth Partners
Virginia
$11K 160 +135 +540%
CAL
580
Capital Advisors Ltd
Ohio
$11K 156 +156 New
SCA
581
Stonebridge Capital Advisors
Minnesota
$11K 165 +165 New
CWA
582
Clearview Wealth Advisors
Oregon
$10K 150 -900 -86%
IRC
583
Investors Research Corp
Georgia
$10K 145 – –
FF
584
FourThought Financial
Florida
$8K 119 -60 -34%
TFGT
585
TS Financial Group (TSFG)
Illinois
$8K 113 +84 +290%
NIC
586
Northwest Investment Counselors
Oregon
$8K 119 +119 New
GCM
587
Gables Capital Management
Florida
$7K 100 – –
CFA
588
Carroll Financial Associates
North Carolina
$7K 110 +26 +31%
RF
589
Robbins Farley
New Hampshire
$7K 101 +101 New
HCP
590
Hexagon Capital Partners
Arkansas
$7K 106 +106 New
AW
591
Avion Wealth
Texas
$6K 91 – –
CMBA
592
C.M. Bidwell & Associates
Hawaii
$6K 92 – –
PWMG
593
Prestige Wealth Management Group
New Jersey
$5K 78 -300 -79%
PFA
594
Professional Financial Advisors
Nebraska
$5K 68 – –
CAL
595
Capital Analysts LLC
Pennsylvania
$5K 73 – –
IPW
596
IronBridge Private Wealth
Texas
$5K 70 – –
JFA
597
JNBA Financial Advisors
Minnesota
$5K 73 – –
TFO
598
Tarbox Family Office
California
$5K 75 +2 +3%
TAIM
599
TD Ameritrade Investment Management
Nebraska
$5K 80 +23 +40%
EWA
600
EverSource Wealth Advisors
Alabama
$5K 70 +70 New
22 23
24
25 26