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Evergy
EVRG

Overview Fund Activity

581 hedge funds and large institutions have $11.3B invested in Evergy in 2021 Q1 according to their latest regulatory filings, with 66 funds opening new positions, 203 increasing their positions, 189 reducing their positions, and 67 closing their positions.

Holders
581
Holders Change
-8
Holders Change %
-1.36%
% of All Funds
10.23%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.09%
New
66
Increased
203
Reduced
189
Closed
67
Calls
$25.1M
Puts
$10.8M
Net Calls
+$14.3M
Net Calls Change
+$12.1M

Top Buyers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$277M
2
Franklin Resources
2
Franklin Resources
California
$346M
3
BC
3
Brookfield Corp
Ontario, Canada
$127M
4
CS
4
Credit Suisse
Switzerland
$133M
5
TSW
5
Thompson Siegel & Walmsley
Virginia
$73.7M

Top Sellers

1
Citadel Advisors
1
Citadel Advisors
Florida
$26.9M
2
Janus Henderson Group
2
Janus Henderson Group
United Kingdom
$8.01M
3
Bank of Nova Scotia
3
Bank of Nova Scotia
Ontario, Canada
$2.57M
4
DKCM
4
Davidson Kempner Capital Management
New York
$0
5
D.E. Shaw & Co
5
D.E. Shaw & Co
New York
$83.7M
Name Market Value Shares Shares
Change 		Shares
Change %
AWG
626
Altus Wealth Group
Colorado
– – -359 Closed
FTDI
627
First Trust Direct Indexing
Massachusetts
– – -329 Closed
EA
628
Elm Advisors
California
– – -314 Closed
BWA
629
Burt Wealth Advisors
Maryland
– – -311 Closed
PWPS
630
Pinnacle Wealth Planning Services
Ohio
– – -295 Closed
CDIA
631
Capital Directions Investment Advisors
Georgia
– – -260 Closed
FWM
632
FSA Wealth Management
Massachusetts
– – -246 Closed
CG
633
Cutler Group
California
– – -208 Closed
TLFA
634
True Link Financial Advisors
California
– – -200 Closed
ICP
635
Interchange Capital Partners
Pennsylvania
– – -200 Closed
SIAG
636
Safeguard Investment Advisory Group
California
– – -129 Closed
OIM
637
Oder Investment Management
California
– – -102 Closed
HGWM
638
Harvest Group Wealth Management
Massachusetts
– – -98 Closed
ME
639
McIlrath & Eck
Washington
– – -44 Closed
NSB
640
Norway Savings Bank
Maine
– – -34 Closed
RPWA
641
Regent Peak Wealth Advisors
Georgia
– – -27 Closed
CB
642
Community Bank
New York
– – -24 Closed
RWA
643
Ropes Wealth Advisors
Massachusetts
– – -19 Closed
VNA
644
Valley National Advisers
Pennsylvania
– – -16 Closed
FGAM
645
Financial Gravity Asset Management
Texas
– – -4 Closed
WIM
646
Westside Investment Management
California
$0 15 – –
LWM
647
Liberty Wealth Management
California
$0 7 – –
CWC
648
Carolinas Wealth Consulting
North Carolina
$0 5 – –
Group One Trading
649
Group One Trading
Illinois
– – – –
SWA
650
SOA Wealth Advisors
New York
$0 8 – –
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