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Evergy
EVRG

Overview Fund Activity

696 hedge funds and large institutions have $10.4B invested in Evergy in 2024 Q2 according to their latest regulatory filings, with 82 funds opening new positions, 266 increasing their positions, 231 reducing their positions, and 63 closing their positions.

Holders
696
Holders Change
+7
Holders Change %
+1.02%
% of All Funds
10.13%
Holding in Top 10
8
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+100%
% of All Funds
0.12%
New
82
Increased
266
Reduced
231
Closed
63
Calls
$17.5M
Puts
$28.8M
Net Calls
-$11.2M
Net Calls Change
+$38M

Top Buyers

1
ZP
1
Zimmer Partners
New York
$310M
2
MNA
2
Manning & Napier Advisors
New York
$112M
3
Millennium Management
3
Millennium Management
New York
$195M
4
Los Angeles Capital Management
4
Los Angeles Capital Management
California
$50M
5
Wells Fargo
5
Wells Fargo
California
$54.9M

Top Sellers

1
Point72 Asset Management
1
Point72 Asset Management
Connecticut
$120M
2
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$22.2M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$45.9M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$1.6B
5
Assenagon Asset Management
5
Assenagon Asset Management
Luxembourg
$1.41M
Name Market Value Shares Shares
Change 		Shares
Change %
MA
676
MCF Advisors
Kentucky
$1.22K 23 – –
DF
677
Dunhill Financial
United Kingdom
$1.19K 23 +5 +28%
SIC
678
SJS Investment Consulting
Ohio
$1.01K 19 +5 +36%
DPW
679
DiNuzzo Private Wealth
Pennsylvania
$954 18 +8 +80%
OWA
680
Opal Wealth Advisors
New York
$954 18 +18 New
FW
681
Fairway Wealth
Ohio
$900 17 +17 New
CJ
682
Caitlin John
Michigan
$707 13 – –
CAM
683
ClariVest Asset Management
California
$639 12 +2 +20%
MCM
684
Manchester Capital Management
Vermont
$636 12 – –
SSB
685
Sandy Spring Bank
Maryland
$636 12 – –
IC
686
Innealta Capital
Texas
$583 11 +11 New
OCM
687
Orion Capital Management
California
$530 10 – –
WIA
688
Wetzel Investment Advisors
Indiana
$480 9 -238 -96%
TWD
689
True Wealth Design
Ohio
$477 9 +1 +13%
CPA
690
Clear Point Advisors
New York
$424 8 – –
Kayne Anderson Rudnick Investment Management
691
Kayne Anderson Rudnick Investment Management
California
$265 5 -24 -83%
CP
692
Castleview Partners
Texas
$212 4 – –
WA
693
WestEnd Advisors
North Carolina
$159 3 -1 -25%
HIA
694
Harbor Investment Advisory
Maryland
$159 3 +3 New
VWM
695
Valley Wealth Managers
New Jersey
$52 1 +1 New
FFA
696
Frazier Financial Advisors
Ohio
– – – –
DWM
697
Dogwood Wealth Management
Kansas
– – – –
ACG
698
Aventail Capital Group
New York
– – -335,050 Closed
SI
699
Scout Investments
Missouri
– – -252,921 Closed
Renaissance Technologies
700
Renaissance Technologies
New York
– – -227,202 Closed
26 27
28
29 30