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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 %
BCWM
626
Bartlett & Co Wealth Management
Ohio
$4.51K 89 – –
SWA
627
Sutton Wealth Advisors
Florida
$4.46K 88 +3 +4%
WTG
628
West Tower Group
Virginia
$4.21K 83 +83 New
FMP
629
Financial Management Professionals
Texas
$4K 76 +7 +10%
JFA
630
JNBA Financial Advisors
Minnesota
$3.7K 73 – –
FDCDDQ
631
Federation des caisses Desjardins du Quebec
Quebec, Canada
$3.6K 71 – –
HCM
632
Hollencrest Capital Management
California
$3.3K 65 – –
JWM
633
Janiczek Wealth Management
Colorado
$3.04K 60 +4 +7%
BIA
634
Bell Investment Advisors
California
$2.74K 54 +3 +6%
CTB
635
Country Trust Bank
Illinois
$2.64K 52 – –
SL
636
Salomon & Ludwin
Virginia
$1.98K 39 +39 New
RG
637
Retirement Group
California
$1.72K 34 – –
BAAM
638
Baker Avenue Asset Management
California
$1.72K 34 +16 +89%
JWA
639
JFS Wealth Advisors
Pennsylvania
$1.27K 25 -44 -64%
Kayne Anderson Rudnick Investment Management
640
Kayne Anderson Rudnick Investment Management
California
$1.22K 24 – –
MCM
641
MV Capital Management
Maryland
$1.12K 22 -12 -35%
TFA
642
Transamerica Financial Advisors
Florida
$1K 14 -1 -7%
CA
643
Centerpoint Advisors
Massachusetts
$1K 16 – –
MCM
644
Manchester Capital Management
Vermont
$964 19 -23 -55%
BCMLT
645
Beacon Capital Management LLC (Tennessee)
Tennessee
$876 15 – –
SIC
646
SJS Investment Consulting
Ohio
$710 14 +2 +17%
ITIM
647
Indiana Trust & Investment Management
Indiana
$710 14 +14 New
SCA
648
Stonebridge Capital Advisors
Minnesota
$608 12 – –
DWA
649
Delos Wealth Advisors
Texas
$605 11 – –
TWP
650
TFO Wealth Partners
Ohio
$584 10 +10 New
24 25
26
27 28