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Evergy
EVRG

Overview Fund Activity

700 hedge funds and large institutions have $10.6B invested in Evergy in 2023 Q4 according to their latest regulatory filings, with 117 funds opening new positions, 253 increasing their positions, 232 reducing their positions, and 66 closing their positions.

Holders
700
Holders Change
+42
Holders Change %
+6.38%
% of All Funds
10.27%
Holding in Top 10
6
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+100%
% of All Funds
0.09%
New
117
Increased
253
Reduced
232
Closed
66
Calls
$8M
Puts
$4.01M
Net Calls
+$3.99M
Net Calls Change
+$4.38M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$332M
2
Point72 Asset Management
2
Point72 Asset Management
Connecticut
$189M
3
Bank of Montreal
3
Bank of Montreal
Ontario, Canada
$104M
4
Balyasny Asset Management
4
Balyasny Asset Management
Illinois
$89.8M
5
Two Sigma Investments
5
Two Sigma Investments
New York
$105M

Top Sellers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$219M
2
Capital International Investors
2
Capital International Investors
California
$0
3
ZP
3
Zimmer Partners
New York
$13.8M
4
Pictet Asset Management
4
Pictet Asset Management
Switzerland
$2.88M
5
Cohen & Steers
5
Cohen & Steers
New York
$29.6M
Name Market Value Shares Shares
Change 		Shares
Change %
BWM
601
Baystate Wealth Management
Massachusetts
$21.5K 411 +84 +26%
ST
602
Smithfield Trust
Pennsylvania
$21K 405 -574 -59%
DAC
603
Dividend Assets Capital
South Carolina
$21K 400 – –
FMII
604
Farmers & Merchants Investments Inc
Nebraska
$20K 383 – –
CT
605
Cambridge Trust
Massachusetts
$19.6K 375 – –
RTL
606
Red Tortoise LLC
Georgia
$19.1K 365 -46 -11%
VCM
607
Versant Capital Management
Arizona
$18.5K 355 +61 +21%
PMFA
608
Plante Moran Financial Advisors
Michigan
$18.3K 350 +350 New
FWM
609
FSA Wealth Management
Massachusetts
$17K 330 +330 New
GXJ
610
Global X Japan
Japan
$16.5K 317 +317 New
GG
611
Greenwood Gearhart
Arkansas
$16.4K 314 +314 New
TIM
612
Tortoise Investment Management
New York
$16.3K 312 – –
TCWA
613
Turtle Creek Wealth Advisors
Texas
$16.1K 309 +309 New
FDCP
614
Foster Dykema Cabot & Partners
Massachusetts
$16K 307 +307 New
FCAS
615
First Command Advisory Services
Texas
$15.7K 300 – –
WT
616
Washington Trust
Rhode Island
$15.6K 298 -349 -54%
FWM
617
Focused Wealth Management
New York
$14.5K 277 +3 +1%
ZB
618
Zions Bancorporation
Utah
$14.3K 274 -410 -60%
HWA
619
HHM Wealth Advisors
Tennessee
$14.1K 270 +270 New
PP
620
Pacifica Partners
Canada
$14.1K 275 – –
MSFP
621
Mark Sheptoff Financial Planning
Connecticut
$14K 269 – –
NSIM
622
North Star Investment Management
Illinois
$14K 268 -8 -3%
WIA
623
Wetzel Investment Advisors
Indiana
$14K 259 +259 New
CAL
624
Capital Advisors Ltd
Ohio
$13K 241 -62 -20%
Acadian Asset Management
625
Acadian Asset Management
Massachusetts
$13K 260 – –
23 24
25
26 27