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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 %
M
651
MOTCO
Texas
$30.7K 499 -598 -55%
BOJHT
652
Bank of Jackson Hole Trust
Wyoming
$30.7K 498 +498 New
FC
653
Fairscale Capital
New Hampshire
$30.3K 492 – –
National Pension Service
654
National Pension Service
South Korea
$29.6K 481 +481 New
EWA
655
EverSource Wealth Advisors
Alabama
$29.5K 479 -18 -4%
CWA
656
Carolina Wealth Advisors
South Carolina
$29.4K 478 – –
PTC
657
Private Trust Company
Ohio
$28.8K 468 – –
EC
658
Elequin Capital
New York
$28.7K 466 -184 -28%
AW
659
Avion Wealth
Texas
$28K 470 +8 +2%
HWM
660
Hemington Wealth Management
Virginia
$28K 468 +27 +6%
LDB
661
Lee, Danner & Bass
Tennessee
$26.2K 425 +425 New
PPA
662
Painted Porch Advisors
California
$26.2K 425 +425 New
FA
663
Financial Avengers
California
$25.9K 420 +4 +1%
AF
664
Advisornet Financial
Minnesota
$25.1K 407 -33 -8%
RF
665
Roxbury Financial
New Jersey
$24.1K 373 +373 New
CA
666
CoreCap Advisors
Michigan
$23.9K 388 -50 -11%
BGAI
667
Bruce G. Allen Investments
Colorado
$22K 358 – –
TWD
668
True Wealth Design
Ohio
$22K 357 +6 +2%
RCM
669
Raleigh Capital Management
North Carolina
$21.5K 349 +178 +104%
AS
670
Altshuler Shaham
Israel
$21K 341 +341 New
AG
671
AmeriFlex Group
Nevada
$20.5K 320 +320 New
FCAS
672
First Command Advisory Services
Texas
$20.4K 332 +332 New
FWM
673
FSA Wealth Management
Massachusetts
$20.3K 330 – –
ST
674
Smithfield Trust
Pennsylvania
$20K 330 – –
FFO
675
Fortitude Family Office
Arizona
$19.7K 320 – –
25 26
27
28 29