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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 %
TFA
676
Transamerica Financial Advisors
Florida
$1K 1 -13 -93%
DF
677
Dunhill Financial
United Kingdom
$787 15 +15 New
CJ
678
Caitlin John
Michigan
$784 15 +15 New
MA
679
MCF Advisors
Kentucky
$784 15 +15 New
BCMLT
680
Beacon Capital Management LLC (Tennessee)
Tennessee
$761 15 – –
SIC
681
SJS Investment Consulting
Ohio
$679 13 -1 -7%
SSB
682
Sandy Spring Bank
Maryland
$627 12 +12 New
S
683
Sachetta
Massachusetts
$627 12 +12 New
DWA
684
Delos Wealth Advisors
Texas
$575 11 – –
TWP
685
TFO Wealth Partners
Ohio
$522 10 – –
OCM
686
Orion Capital Management
California
$522 10 – –
DPW
687
DiNuzzo Private Wealth
Pennsylvania
$522 10 +10 New
CAM
688
ClariVest Asset Management
California
$470 9 +9 New
AWM
689
Abound Wealth Management
Tennessee
$451 9 +9 New
CPA
690
Clear Point Advisors
New York
$418 8 +8 New
JFGIW
691
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$366 7 +7 New
TCOV
692
Trust Company of Vermont
Vermont
$365 7 -1,578 -100%
TWD
693
True Wealth Design
Ohio
$261 5 – –
JWM
694
Janiczek Wealth Management
Colorado
$209 4 -56 -93%
CP
695
Castleview Partners
Texas
$209 4 +4 New
WA
696
WestEnd Advisors
North Carolina
$157 3 -3 -50%
RS
697
Rakuten Securities
Japan
$104 2 +2 New
DWM
698
Dogwood Wealth Management
Kansas
– – – –
Capital International Investors
699
Capital International Investors
California
– – -2,787,742 Closed
JAM
700
Jupiter Asset Management
United Kingdom
– – -693,966 Closed
26 27
28
29 30