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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 %
PA
576
PSI Advisors
Florida
$61.9K 999 – –
MSWM
577
Mowery & Schoenfeld Wealth Management
Illinois
$60.5K 976 – –
SWM
578
Spire Wealth Management
Virginia
$60.3K 972 -46 -5%
RL
579
Rogco LP
Oklahoma
$59.7K 962 – –
CSC
580
Caldwell Sutter Capital
California
$59.3K 956 – –
CA
581
Crewe Advisors
Utah
$55.8K 900 – –
ADL
582
Asset Dedication LLC
California
$54.9K 885 – –
BIC
583
Beach Investment Counsel
Pennsylvania
$54K 873 – –
WTC
584
WhitTier Trust Company
Nevada
$53.3K 860 – –
SA
585
SRH Advisors
Kansas
$52.2K 842 – –
SIM
586
Sentry Investment Management
Wisconsin
$51K 829 +829 New
CSB
587
City State Bank
Iowa
$50.1K 808 – –
CHC
588
City Holding Co
West Virginia
$50.1K 808 – –
RTC
589
Riverview Trust Company
Washington
$49.9K 804 – –
NFA
590
Northwest Financial Advisors
Virginia
$49.6K 800 +800 New
WT
591
Whittier Trust
California
$48.4K 781 – –
CB
592
Centennial Bank
Arkansas
$48.2K 777 – –
PS
593
Principal Securities
Iowa
$48.1K 776 -201 -21%
LC
594
Lindbrook Capital
California
$48K 774 -178 -19%
PFBT
595
Parkside Financial Bank & Trust
Missouri
$46.1K 743 +53 +8%
TPCW
596
TD Private Client Wealth
New York
$45.9K 741 +3 +0.4%
PB
597
Pinnacle Bancorp
Nebraska
$45.9K 740 – –
MCM
598
MV Capital Management
Maryland
$45.6K 736 +12 +2%
CH
599
Cromwell Holdings
Wyoming
$45.4K 732 – –
RIL
600
Rothschild Investment LLC
Illinois
$45.3K 730 +30 +4%
22 23
24
25 26