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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 %
RFG
651
RFP Financial Group
Georgia
$5.69K 109 – –
NECFA
652
New England Capital Financial Advisors
Connecticut
$5.22K 100 +100 New
AAG
653
Armstrong Advisory Group
Massachusetts
$5.12K 98 -534 -84%
KOCAA
654
Knights of Columbus Asset Advisors
Connecticut
$5.12K 98 +98 New
AWM
655
Avior Wealth Management
Nebraska
$5.01K 96 -626 -87%
PO
656
Private Ocean
California
$5.01K 96 – –
BC
657
Bartlett & Co
Ohio
$5K 89 – –
AGWCA
658
Annis Gardner Whiting Capital Advisors
Florida
$4.86K 93 -8 -8%
BCWM
659
Bartlett & Co Wealth Management
Ohio
$4.65K 89 – –
VWM
660
Venturi Wealth Management
Texas
$4.65K 89 +89 New
BIA
661
Bell Investment Advisors
California
$4.49K 86 +32 +59%
CAL
662
Capital Analysts LLC
Pennsylvania
$4K 73 -87 -54%
GCM
663
Gables Capital Management
Florida
$3.92K 75 -25 -25%
JFA
664
JNBA Financial Advisors
Minnesota
$3.81K 73 – –
FDCDDQ
665
Federation des caisses Desjardins du Quebec
Quebec, Canada
$3.71K 71 – –
HCM
666
Hollencrest Capital Management
California
$3.39K 65 – –
EBA
667
Eagle Bay Advisors
New York
$3.34K 64 -25 -28%
MCM
668
Manchester Capital Management
Vermont
$2.82K 54 +35 +184%
PIS
669
POM Investment Strategies
North Carolina
$2.36K 45 +45 New
FFO
670
Fortitude Family Office
Arizona
$2.14K 41 +41 New
SL
671
Salomon & Ludwin
Virginia
$1.98K 39 – –
JWA
672
JFS Wealth Advisors
Pennsylvania
$1.88K 36 +11 +44%
TFM
673
TFC Financial Management
Massachusetts
$1.67K 32 +32 New
Kayne Anderson Rudnick Investment Management
674
Kayne Anderson Rudnick Investment Management
California
$1.51K 29 +5 +21%
FMP
675
Financial Management Professionals
Texas
$1K 23 -53 -70%
25 26
27
28 29