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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 %
RTL
676
Red Tortoise LLC
Georgia
$19.2K 312 – –
ZB
677
Zions Bancorporation
Utah
$19.1K 311 – –
HFS
678
Hopwood Financial Services
Virginia
$18.4K 299 +299 New
FDCP
679
Foster Dykema Cabot & Partners
Massachusetts
$18.4K 299 – –
VNA
680
Valley National Advisers
Pennsylvania
$18K 299 – –
AA
681
Addison Advisors
Vermont
$16.8K 273 -23 -8%
JFA
682
JNBA Financial Advisors
Minnesota
$16.8K 273 – –
MSFP
683
Mark Sheptoff Financial Planning
Connecticut
$16.6K 269 – –
WT
684
Washington Trust
Rhode Island
$16.6K 269 – –
PWMG
685
Private Wealth Management Group
New Jersey
$16K 260 – –
Acadian Asset Management
686
Acadian Asset Management
Massachusetts
$16K 260 – –
BBHC
687
Brown Brothers Harriman & Co
New York
$15.3K 249 +245 +6,125%
Optiver Holding
688
Optiver Holding
Netherlands
$15K 244 +122 +100%
MTIC
689
Missouri Trust & Investment Company
Missouri
$13.9K 226 – –
GXJ
690
Global X Japan
Japan
$13.6K 221 +45 +26%
BIG
691
Brooklyn Investment Group
New York
$13.5K 221 +68 +44%
EWM
692
Evermay Wealth Management
Virginia
$13.5K 220 – –
W
693
WealthCollab
Washington
$13.5K 219 +16 +8%
IMC
694
Investment Management Corporation
Virginia
$13K 212 +212 New
C
695
Covestor
United Kingdom
$13K 205 +8 +4%
VWWMG
696
Vermillion & White Wealth Management Group
Pennsylvania
$12.9K 209 – –
CTB
697
Country Trust Bank
Illinois
$12.3K 200 – –
NI
698
NCP Inc
California
$12.3K 200 – –
FWA
699
Flagship Wealth Advisors
Massachusetts
$12.3K 200 +200 New
CA
700
Clearstead Advisors
Ohio
$11.9K 194 +11 +6%
26 27
28
29 30