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Evergy
EVRG

Overview Fund Activity

648 hedge funds and large institutions have $11.8B invested in Evergy in 2023 Q1 according to their latest regulatory filings, with 62 funds opening new positions, 249 increasing their positions, 219 reducing their positions, and 78 closing their positions.

Holders
648
Holders Change
-34
Holders Change %
-4.99%
% of All Funds
10.37%
Holding in Top 10
2
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-77.78%
% of All Funds
0.03%
New
62
Increased
249
Reduced
219
Closed
78
Calls
$4.44M
Puts
$587K
Net Calls
+$3.85M
Net Calls Change
-$3.57M

Top Buyers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$638M
2
Federated Hermes
2
Federated Hermes
Pennsylvania
$126M
3
Empower Advisory Group
3
Empower Advisory Group
Colorado
$52.3M
4
Cohen & Steers
4
Cohen & Steers
New York
$142M
5
CIBC Private Wealth Group
5
CIBC Private Wealth Group
Georgia
$17.7M

Top Sellers

1
Millennium Management
1
Millennium Management
New York
$120M
2
Deutsche Bank
2
Deutsche Bank
Germany
$52.2M
3
Citadel Advisors
3
Citadel Advisors
Florida
$20.5M
4
ZP
4
Zimmer Partners
New York
$75.5M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$70.1M
Name Market Value Shares Shares
Change 		Shares
Change %
AS
701
Altshuler Shaham
Israel
– – -782 Closed
Group One Trading
702
Group One Trading
Illinois
– – -641 Closed
ZIG
703
Zullo Investment Group
Pennsylvania
– – -600 Closed
CG
704
Cutler Group
California
– – -473 Closed
AAMA
705
Advanced Asset Management Advisors
Ohio
– – -448 Closed
EE
706
EWG Elevate
California
– – -254 Closed
SSB
707
Sandy Spring Bank
Maryland
– – -200 Closed
FWA
708
Freedom Wealth Alliance
Wisconsin
– – -200 Closed
Simplex Trading
709
Simplex Trading
Illinois
– – -177 Closed
DWP
710
Destiny Wealth Partners
Florida
– – -150 Closed
DFCM
711
Dark Forest Capital Management
Puerto Rico
– – -136 Closed
MSCM
712
McElhenny Sheffield Capital Management
Texas
– – -106 Closed
BHWM
713
Beaird Harris Wealth Management
Texas
– – -84 Closed
FCAS
714
First Command Advisory Services
Texas
– – -61 Closed
PPWM
715
PFG Private Wealth Management
Florida
– – -56 Closed
RBC
716
Romano Brothers & Co
Illinois
– – -51 Closed
HFM
717
Hartford Financial Management
Connecticut
– – -44 Closed
DSC
718
Duncker Streett & Co
Missouri
– – -31 Closed
CFO
719
CVA Family Office
Colorado
– – -30 Closed
AF
720
Affiance Financial
Minnesota
– – -25 Closed
MPCL
721
My Personal CFO LLC
Washington
– – -23 Closed
PPC
722
Park Place Capital
Alabama
– – -22 Closed
AWM
723
Abound Wealth Management
Tennessee
– – -18 Closed
TCWA
724
Ten Capital Wealth Advisors
Washington
– – -13 Closed
ADL
725
Asset Dedication LLC
California
– – -7 Closed
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