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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 %
TPCW
626
TD Private Client Wealth
New York
$45.9K 746 +5 +0.7%
RIL
627
Rothschild Investment LLC
Illinois
$45.6K 741 +11 +2%
PB
628
Pinnacle Bancorp
Nebraska
$45.5K 740 – –
CH
629
Cromwell Holdings
Wyoming
$45.1K 732 – –
SSB
630
Sandy Spring Bank
Maryland
$44.9K 730 +718 +5,983%
MCM
631
MV Capital Management
Maryland
$44.6K 725 -11 -1%
SIM
632
Sentry Investment Management
Wisconsin
$44K 713 -116 -14%
HFS
633
Hantz Financial Services
Michigan
$43K 691 – –
TIM
634
Tortoise Investment Management
New York
$41.6K 676 -3 -0.4%
POIA
635
Pin Oak Investment Advisors
Texas
$41K 660 – –
HWA
636
Heritage Wealth Advisors
Virginia
$40.5K 658 – –
DMBA
637
Deseret Mutual Benefit Administrators
Utah
$40K 650 – –
MFC
638
Mechanics Financial Corp
Ohio
$37.2K 605 – –
DAM
639
Delta Asset Management
Tennessee
$37.2K 605 – –
DIP
640
DT Investment Partners
Pennsylvania
$36.9K 600 – –
PCFFS
641
Pacific Center for Financial Services
California
$36.8K 598 – –
KFI
642
Key Financial Inc
Pennsylvania
$36.8K 598 – –
PCM
643
Penserra Capital Management
California
$35K 582 +582 New
IBOK
644
Independence Bank of Kentucky
Kentucky
$34.2K 556 – –
CB
645
CNB Bank
Pennsylvania
$34K 553 – –
MFT
646
Moisand Fitzgerald Tamayo
Florida
$32.9K 534 – –
LP
647
LMR Partners
United Kingdom
$32.7K 532 +532 New
TC
648
Truvestments Capital
Florida
$32.2K 523 +5 +1%
CT
649
Colonial Trust
South Carolina
$32.1K 521 +521 New
PWA
650
Physician Wealth Advisors
Utah
$31.5K 512 +512 New
24 25
26
27 28