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Evergy
EVRG

Overview Fund Activity

700 hedge funds and large institutions have $10.6B invested in Evergy in 2023 Q4 according to their latest regulatory filings, with 117 funds opening new positions, 253 increasing their positions, 232 reducing their positions, and 66 closing their positions.

Holders
700
Holders Change
+42
Holders Change %
+6.38%
% of All Funds
10.26%
Holding in Top 10
6
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+100%
% of All Funds
0.09%
New
117
Increased
253
Reduced
232
Closed
66
Calls
$8M
Puts
$4.01M
Net Calls
+$3.99M
Net Calls Change
+$4.38M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$332M
2
Point72 Asset Management
2
Point72 Asset Management
Connecticut
$189M
3
Bank of Montreal
3
Bank of Montreal
Ontario, Canada
$104M
4
Balyasny Asset Management
4
Balyasny Asset Management
Illinois
$89.8M
5
Two Sigma Investments
5
Two Sigma Investments
New York
$105M

Top Sellers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$219M
2
Capital International Investors
2
Capital International Investors
California
$0
3
ZP
3
Zimmer Partners
New York
$13.8M
4
Pictet Asset Management
4
Pictet Asset Management
Switzerland
$2.88M
5
Cohen & Steers
5
Cohen & Steers
New York
$29.6M
Name Market Value Shares Shares
Change 		Shares
Change %
AAS
726
Avantax Advisory Services
Texas
– – -6,207 Closed
JGUA
727
John G. Ullman & Associates
New York
– – -6,200 Closed
CCB
728
Country Club Bank
Missouri
– – -6,085 Closed
IGAM
729
iA Global Asset Management
Quebec, Canada
– – -5,919 Closed
LA
730
Lifeworks Advisors
Michigan
– – -5,633 Closed
TI
731
Truepoint Inc
Ohio
– – -5,633 Closed
MAS
732
Meeder Advisory Services
Ohio
– – -5,538 Closed
LCM
733
Landscape Capital Management
New Jersey
– – -5,435 Closed
MM
734
MQS Management
New York
– – -5,259 Closed
VFA
735
Valeo Financial Advisors
Indiana
– – -4,870 Closed
CRC
736
Curi RMB Capital
Illinois
– – -4,761 Closed
GCP
737
GSA Capital Partners
United Kingdom
– – -4,679 Closed
PGFC
738
Peapack-Gladstone Financial Corp
New Jersey
– – -4,454 Closed
EW
739
Evoke Wealth
California
– – -4,365 Closed
PFG
740
PAX Financial Group
Texas
– – -4,032 Closed
KACA
741
Kayne Anderson Capital Advisors
California
– – -4,000 Closed
BHPW
742
Beverly Hills Private Wealth
California
– – -3,979 Closed
LIM
743
Leavell Investment Management
Alabama
– – -3,975 Closed
SC
744
SouthState Corp
Florida
– – -1,500 Closed
SIM
745
Sentry Investment Management
Wisconsin
– – -1,334 Closed
CA
746
Crewe Advisors
Utah
– – -1,092 Closed
HL
747
HeadInvest LLC
Maine
– – -834 Closed
IUHSA
748
Itau Unibanco Holding S.A.
Brazil
– – -699 Closed
APF
749
Alaska Permanent Fund
Alaska
– – -404 Closed
CA
750
Clearstead Advisors
Ohio
– – -396 Closed
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