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Evergy
EVRG

Overview Fund Activity

714 hedge funds and large institutions have $12.3B invested in Evergy in 2024 Q3 according to their latest regulatory filings, with 81 funds opening new positions, 256 increasing their positions, 241 reducing their positions, and 58 closing their positions.

Holders
714
Holders Change
+18
Holders Change %
+2.59%
% of All Funds
10.33%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.1%
New
81
Increased
256
Reduced
241
Closed
58
Calls
$21.9M
Puts
$12M
Net Calls
+$9.88M
Net Calls Change
+$21.1M

Top Buyers

1
Cohen & Steers
1
Cohen & Steers
New York
$151M
2
Nuveen Asset Management
2
Nuveen Asset Management
Illinois
$194M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$124M
4
T. Rowe Price Associates
4
T. Rowe Price Associates
Maryland
$83.6M
5
Assenagon Asset Management
5
Assenagon Asset Management
Luxembourg
$45M

Top Sellers

1
ZP
1
Zimmer Partners
New York
$258M
2
ECM
2
ExodusPoint Capital Management
New York
$54.2M
3
Thrivent Financial for Lutherans
3
Thrivent Financial for Lutherans
Minnesota
$1.87M
4
Massachusetts Financial Services
4
Massachusetts Financial Services
Massachusetts
$13.5M
5
Marshall Wace
5
Marshall Wace
United Kingdom
$0
Name Market Value Shares Shares
Change 		Shares
Change %
AP
676
Aspect Partners
Virginia
$7.38K 119 – –
NIC
677
Northwest Investment Counselors
Oregon
$7.38K 119 +119 New
GJWM
678
Gilliland Jeter Wealth Management
Arkansas
$7.01K 113 – –
TFGT
679
TS Financial Group (TSFG)
Illinois
$7K 113 – –
SIC
680
Salem Investment Counselors
North Carolina
$6.82K 110 – –
JWA
681
JFS Wealth Advisors
Pennsylvania
$6.26K 101 +23 +29%
NECFA
682
New England Capital Financial Advisors
Connecticut
$6.2K 100 – –
AGWCA
683
Annis Gardner Whiting Capital Advisors
Florida
$5.77K 93 -337 -78%
BIA
684
Bell Investment Advisors
California
$5.4K 87 -29 -25%
PWMG
685
Prestige Wealth Management Group
New Jersey
$5.27K 85 – –
FMP
686
Financial Management Professionals
Texas
$5K 78 – –
CAL
687
Capital Analysts LLC
Pennsylvania
$5K 87 – –
EBA
688
Eagle Bay Advisors
New York
$4.59K 74 – –
AAG
689
Armstrong Advisory Group
Massachusetts
$4.16K 67 – –
HCM
690
Hollencrest Capital Management
California
$4.03K 65 – –
Kayne Anderson Rudnick Investment Management
691
Kayne Anderson Rudnick Investment Management
California
$3.35K 54 +49 +980%
CIAS
692
CBIZ Investment Advisory Services
Ohio
$3.22K 52 +52 New
RI
693
Ridgewood Investments
New Jersey
$3.04K 49 – –
DF
694
Dunhill Financial
United Kingdom
$2.92K 47 +24 +104%
PIS
695
POM Investment Strategies
North Carolina
$2.9K 47 +1 +2%
TFM
696
TFC Financial Management
Massachusetts
$1.99K 32 – –
RS
697
Rakuten Securities
Japan
$1.86K 30 -27 -47%
MA
698
MCF Advisors
Kentucky
$1.43K 23 – –
FNWA
699
Financial Network Wealth Advisors
Utah
$1.24K 20 -4,020 -100%
BWP
700
Baldwin Wealth Partners
Massachusetts
$1.24K 20 +20 New
26 27
28
29 30