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Evergy
EVRG

Overview Fund Activity

658 hedge funds and large institutions have $9.72B invested in Evergy in 2023 Q3 according to their latest regulatory filings, with 69 funds opening new positions, 260 increasing their positions, 216 reducing their positions, and 61 closing their positions.

Holders
658
Holders Change
–
Holders Change %
0%
% of All Funds
10.49%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
69
Increased
260
Reduced
216
Closed
61
Calls
$3.23M
Puts
$3.62M
Net Calls
-$386K
Net Calls Change
-$1.57M

Top Buyers

1
Citadel Advisors
1
Citadel Advisors
Florida
$141M
2
Pictet Asset Management
2
Pictet Asset Management
Switzerland
$107M
3
ECM
3
ExodusPoint Capital Management
New York
$65.9M
4
ZP
4
Zimmer Partners
New York
$134M
5
Assenagon Asset Management
5
Assenagon Asset Management
Luxembourg
$52.2M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$156M
2
Capital International Investors
2
Capital International Investors
California
$141M
3
Balyasny Asset Management
3
Balyasny Asset Management
Illinois
$0
4
VNIM
4
Vaughan Nelson Investment Management
Texas
$0
5
BlackRock
5
BlackRock
New York
$854M
Name Market Value Shares Shares
Change 		Shares
Change %
CCP
601
Carmel Capital Partners
California
$10.2K 201 +201 New
CCA
602
Column Capital Advisors
Indiana
$10.1K 200 – –
CAC
603
Certified Advisory Corp
Florida
$9.68K 191 – –
SWM
604
Sugarloaf Wealth Management
Georgia
$8.92K 176 – –
EARNEST Partners
605
EARNEST Partners
Georgia
$8.82K 174 – –
CFS
606
CGC Financial Services
Oregon
$8.32K 164 – –
PWMG
607
Prestige Wealth Management Group
New Jersey
$8.01K 158 +79 +100%
CAL
608
Capital Analysts LLC
Pennsylvania
$8K 160 +87 +119%
CPG
609
Cornerstone Planning Group
New Jersey
$7.66K 151 -220 -59%
KHC
610
Koesten Hirschmann & Crabtree
Kansas
$7.66K 151 – –
PAG
611
Paladin Advisory Group
Iowa
$7.35K 145 – –
HB
612
Horizon Bancorp
Indiana
$7K 134 – –
RDFA
613
Ritter Daniher Financial Advisory
Ohio
$6.03K 119 – –
NIC
614
Northwest Investment Counselors
Oregon
$6.03K 119 – –
TFGT
615
TS Financial Group (TSFG)
Illinois
$6K 113 – –
GKIM
616
GW&K Investment Management
Massachusetts
$6K 123 +9 +8%
AW
617
Avion Wealth
Texas
$6K 132 +11 +9%
SIC
618
Salem Investment Counselors
North Carolina
$5.58K 110 – –
RFG
619
RFP Financial Group
Georgia
$5.53K 109 – –
AGWCA
620
Annis Gardner Whiting Capital Advisors
Florida
$5.12K 101 +101 New
GCM
621
Gables Capital Management
Florida
$5.07K 100 – –
BC
622
Bartlett & Co
Ohio
$5K 89 – –
PO
623
Private Ocean
California
$4.87K 96 – –
TFA
624
Toth Financial Advisory
Virginia
$4.77K 94 +94 New
EBA
625
Eagle Bay Advisors
New York
$4.51K 89 – –
23 24
25
26 27