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Evergy
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Overview Fund Activity

658 hedge funds and large institutions have $11.1B invested in Evergy in 2023 Q2 according to their latest regulatory filings, with 59 funds opening new positions, 242 increasing their positions, 230 reducing their positions, and 46 closing their positions.

Holders
658
Holders Change
+10
Holders Change %
+1.54%
% of All Funds
10.38%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
59
Increased
242
Reduced
230
Closed
46
Calls
$2.96M
Puts
$1.78M
Net Calls
+$1.18M
Net Calls Change
-$2.67M

Top Buyers

1
Balyasny Asset Management
1
Balyasny Asset Management
Illinois
$66.7M
2
American Century Companies
2
American Century Companies
Missouri
$140M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$365M
4
PI
4
PineBridge Investments
New York
$29.8M
5
ZP
5
Zimmer Partners
New York
$101M

Top Sellers

1
Capital International Investors
1
Capital International Investors
California
$254M
2
Millennium Management
2
Millennium Management
New York
$29.5M
3
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$543M
4
BlackRock
4
BlackRock
New York
$1.03B
5
SI
5
Scout Investments
Missouri
$18.8M
Name Market Value Shares Shares
Change 		Shares
Change %
VRS
676
Virginia Retirement Systems
Virginia
– – -4,220 Closed
IC
677
IEQ Capital
California
– – -4,163 Closed
CA
678
Calton & Associates
Florida
– – -4,148 Closed
Rockefeller Capital Management
679
Rockefeller Capital Management
New York
– – -3,962 Closed
MG
680
Mather Group
Illinois
– – -3,870 Closed
SFS
681
Sowell Financial Services
Arkansas
– – -3,799 Closed
NRW
682
Nova R Wealth
Kansas
– – -3,771 Closed
PFO
683
Pathstone Family Office
New Jersey
– – -3,473 Closed
WIA
684
World Investment Advisors
California
– – -3,449 Closed
WI
685
WrapManager Inc
California
– – -3,448 Closed
IAA
686
Independent Advisor Alliance
North Carolina
– – -3,440 Closed
PWA
687
Phoenix Wealth Advisors
North Carolina
– – -3,439 Closed
Aviva
688
Aviva
United Kingdom
– – -3,304 Closed
BBL
689
Beck Bode LLC
Massachusetts
– – -3,302 Closed
AAS
690
Ameritas Advisory Services
Nebraska
– – -2,751 Closed
Walleye Trading
691
Walleye Trading
New York
– – -2,347 Closed
GFL
692
Granite FO LLC
New Hampshire
– – -1,196 Closed
BAM
693
Belpointe Asset Management
Nevada
– – -1,168 Closed
MC
694
Machina Capital
France
– – -1,134 Closed
TWA
695
TCI Wealth Advisors
Arizona
– – -412 Closed
WIM
696
WealthPlan Investment Management
Nebraska
– – -300 Closed
EI
697
Ellevest Inc
New York
– – -299 Closed
CWM
698
Compass Wealth Management
Connecticut
– – -257 Closed
AWM
699
Accel Wealth Management
Iowa
– – -197 Closed
SFG
700
Steward Financial Group
Texas
– – -92 Closed
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