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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 %
W
626
WealthCollab
Washington
$12.3K 236 +236 New
PMAM
627
Picton Mahoney Asset Management
Ontario, Canada
$12K 220 +220 New
RIL
628
Rothschild Investment LLC
Illinois
$12K 229 +229 New
MTIC
629
Missouri Trust & Investment Company
Missouri
$11.8K 226 – –
EWM
630
Evermay Wealth Management
Virginia
$11.5K 220 – –
TFA
631
Toth Financial Advisory
Virginia
$11.1K 212 +118 +126%
VWWMG
632
Vermillion & White Wealth Management Group
Pennsylvania
$10.9K 209 +209 New
GKIM
633
GW&K Investment Management
Massachusetts
$10K 183 +60 +49%
BGAI
634
Bruce G. Allen Investments
Colorado
$9.5K 182 +182 New
SWM
635
Sugarloaf Wealth Management
Georgia
$9.19K 176 – –
CFS
636
CGC Financial Services
Oregon
$8.56K 164 – –
KHC
637
Koesten Hirschmann & Crabtree
Kansas
$7.88K 151 – –
PAG
638
Paladin Advisory Group
Iowa
$7.57K 145 – –
BBHC
639
Brown Brothers Harriman & Co
New York
$7.31K 140 -175 -56%
HB
640
Horizon Bancorp
Indiana
$7K 134 – –
AW
641
Avion Wealth
Texas
$7K 133 +1 +0.8%
CPG
642
Cornerstone Planning Group
New Jersey
$7K 134 -17 -11%
RDFA
643
Ritter Daniher Financial Advisory
Ohio
$6.21K 119 – –
AP
644
Aspect Partners
Virginia
$6.21K 119 +119 New
PWMG
645
Private Wealth Management Group
New Jersey
$6.21K 119 +119 New
PWMG
646
Prestige Wealth Management Group
New Jersey
$6K 115 -43 -27%
TFGT
647
TS Financial Group (TSFG)
Illinois
$6K 113 – –
SAM
648
Smartleaf Asset Management
Massachusetts
$5.89K 87 +87 New
SWS
649
SYSTM Wealth Solutions
Illinois
$5.78K 111 +111 New
SIC
650
Salem Investment Counselors
North Carolina
$5.74K 110 – –
24 25
26
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