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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 %
GIA
701
GHP Investment Advisors
Colorado
$11.7K 190 – –
T
702
Transce3nd
Texas
$11.4K 185 +185 New
GKIM
703
GW&K Investment Management
Massachusetts
$11K 182 – –
WFA
704
West Financial Advisors
Iowa
$10.9K 177 +177 New
AWM
705
Avior Wealth Management
Nebraska
$10.8K 176 -20 -10%
SWM
706
Sugarloaf Wealth Management
Georgia
$10.8K 176 – –
GFM
707
GF Fund Management
China
$10.7K 174 +174 New
CFS
708
CGC Financial Services
Oregon
$10.1K 164 – –
GWP
709
Gen-Wealth Partners
Michigan
$10K 163 -161 -50%
MAM
710
Meeder Asset Management
Ohio
$9.97K 162 +162 New
KHC
711
Koesten Hirschmann & Crabtree
Kansas
$9.3K 151 – –
CAL
712
Capital Advisors Ltd
Ohio
$9K 149 – –
PAG
713
Paladin Advisory Group
Iowa
$8.93K 145 – –
HNW
714
High Note Wealth
Minnesota
$8.74K 142 +142 New
SAM
715
Synergy Asset Management
Washington
$7.69K 124 +124 New
NSIM
716
North Star Investment Management
Illinois
$7.32K 119 – –
AP
717
Aspect Partners
Virginia
$7.32K 119 – –
TFGT
718
TS Financial Group (TSFG)
Illinois
$7K 113 – –
SIC
719
Salem Investment Counselors
North Carolina
$6.77K 110 – –
JWA
720
JFS Wealth Advisors
Pennsylvania
$6.77K 110 +9 +9%
RDFA
721
Ritter Daniher Financial Advisory
Ohio
$6.71K 109 -10 -8%
Kayne Anderson Rudnick Investment Management
722
Kayne Anderson Rudnick Investment Management
California
$6.28K 102 +48 +89%
NECFA
723
New England Capital Financial Advisors
Connecticut
$6.16K 100 – –
BIA
724
Bell Investment Advisors
California
$6.09K 99 +12 +14%
AGWCA
725
Annis Gardner Whiting Capital Advisors
Florida
$5.66K 92 -1 -1%
27 28
29
30 31