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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.

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
MNA
2
Manning & Napier Advisors
New York
$112M
3
Millennium Management
3
Millennium Management
New York
$195M
4
Los Angeles Capital Management
4
Los Angeles Capital Management
California
$50M
5
Wells Fargo
5
Wells Fargo
California
$54.9M

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 Market Value Shares Shares
Change 		Shares
Change %
PB
576
Pinnacle Bancorp
Nebraska
$39.2K 740 – –
TPCW
577
TD Private Client Wealth
New York
$39.1K 738 +4 +0.5%
CH
578
Cromwell Holdings
Wyoming
$38.8K 732 +732 New
MCM
579
MV Capital Management
Maryland
$38.4K 724 -2 -0.3%
EWA
580
EverSource Wealth Advisors
Alabama
$38.2K 659 +45 +7%
RIL
581
Rothschild Investment LLC
Illinois
$37.1K 700 +11 +2%
PFBT
582
Parkside Financial Bank & Trust
Missouri
$36.6K 690 -47 -6%
TIM
583
Tortoise Investment Management
New York
$36K 679 -31 -4%
POIA
584
Pin Oak Investment Advisors
Texas
$35K 660 – –
HWA
585
Heritage Wealth Advisors
Virginia
$34.9K 658 – –
DMBA
586
Deseret Mutual Benefit Administrators
Utah
$34.4K 650 – –
VCM
587
Versant Capital Management
Arizona
$34.1K 644 +104 +19%
CFO
588
CVA Family Office
Colorado
$34K 642 +97 +18%
MRCM
589
M&R Capital Management
New Jersey
$32.3K 610 – –
MFC
590
Mechanics Financial Corp
Ohio
$32K 605 – –
DIP
591
DT Investment Partners
Pennsylvania
$31.8K 600 – –
CFM
592
Catalyst Funds Management
Australia
$31.8K 600 +600 New
PCFFS
593
Pacific Center for Financial Services
California
$31.7K 598 – –
KFI
594
Key Financial Inc
Pennsylvania
$31.7K 598 – –
CA
595
CoreCap Advisors
Michigan
$31.4K 593 +88 +17%
Loomis, Sayles & Company
596
Loomis, Sayles & Company
Massachusetts
$30K 571 -737 -56%
IBOK
597
Independence Bank of Kentucky
Kentucky
$29.5K 556 – –
SAM
598
Smartleaf Asset Management
Massachusetts
$28.5K 536 +249 +87%
MFT
599
Moisand Fitzgerald Tamayo
Florida
$28.3K 534 – –
FC
600
Fairscale Capital
New Hampshire
$26.9K 492 +492 New
22 23
24
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