EVRG icon

Evergy
EVRG

Overview Fund Activity

769 hedge funds and large institutions have $12.5B invested in Evergy in 2024 Q4 according to their latest regulatory filings, with 125 funds opening new positions, 290 increasing their positions, 224 reducing their positions, and 59 closing their positions.

Holders
769
Holders Change
+55
Holders Change %
+7.7%
% of All Funds
10.24%
Holding in Top 10
9
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+28.57%
% of All Funds
0.12%
New
125
Increased
290
Reduced
224
Closed
59
Calls
$10.9M
Puts
$12.4M
Net Calls
-$1.54M
Net Calls Change
-$11.4M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$261M
2
ECM
2
ExodusPoint Capital Management
New York
$142M
3
UBS Group
3
UBS Group
Switzerland
$172M
4
SG Americas Securities
4
SG Americas Securities
New York
$56.7M
5
BIP
5
Brandes Investment Partners
California
$55.7M

Top Sellers

1
PFA
1
Pathway Financial Advisers
Indiana
$2.64M
2
Cohen & Steers
2
Cohen & Steers
New York
$81.8M
3
Arrowstreet Capital
3
Arrowstreet Capital
Massachusetts
$0
4
Wells Fargo
4
Wells Fargo
California
$18.5M
5
BNP Paribas Financial Markets
5
BNP Paribas Financial Markets
France
$16.2M
Name Market Value Shares Shares
Change 		Shares
Change %
RWM
601
Ruedi Wealth Management
Illinois
$61.6K 1,000 – –
FFC
602
First Financial Corp
Indiana
$61.6K 1,000 – –
MA
603
Montag & Associates
Georgia
$61.6K 1,000 – –
TFA
604
Toth Financial Advisory
Virginia
$61.6K 1,000 – –
RMP
605
Richards, Merrill & Peterson
Washington
$61.6K 1,000 +1,000 New
PA
606
PSI Advisors
Florida
$61.5K 999 – –
RL
607
Rogco LP
Oklahoma
$59.2K 962 – –
CSC
608
Caldwell Sutter Capital
California
$58.8K 956 – –
CFO
609
CVA Family Office
Colorado
$58.5K 950 +233 +32%
CA
610
Crewe Advisors
Utah
$55.4K 900 – –
PS
611
Principal Securities
Iowa
$55.3K 899 +123 +16%
ADL
612
Asset Dedication LLC
California
$53.7K 872 -13 -1%
WTC
613
WhitTier Trust Company
Nevada
$52.9K 860 – –
SA
614
SRH Advisors
Kansas
$51.8K 842 – –
HCP
615
Hexagon Capital Partners
Arkansas
$49.9K 811 +280 +53%
CSB
616
City State Bank
Iowa
$49.7K 808 – –
CHC
617
City Holding Co
West Virginia
$49.7K 808 – –
RTC
618
Riverview Trust Company
Washington
$49.5K 804 – –
PFBT
619
Parkside Financial Bank & Trust
Missouri
$49.1K 798 +55 +7%
SS
620
SBI Securities
Japan
$49.1K 797 +797 New
BHWM
621
Beaird Harris Wealth Management
Texas
$48.8K 793 +793 New
LC
622
Lindbrook Capital
California
$48.4K 786 +12 +2%
WT
623
Whittier Trust
California
$48.1K 781 – –
CB
624
Centennial Bank
Arkansas
$47.8K 777 – –
VCM
625
Versant Capital Management
Arizona
$46.2K 750 +104 +16%
23 24
25
26 27