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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 %
TH
726
TCTC Holdings
Texas
$5.66K 92 +92 New
PWMG
727
Prestige Wealth Management Group
New Jersey
$5.23K 85 – –
BAM
728
Bellevue Asset Management
Washington
$5.05K 82 +82 New
AAG
729
Armstrong Advisory Group
Massachusetts
$4.12K 67 – –
HCM
730
Hollencrest Capital Management
California
$4K 65 – –
FMP
731
Financial Management Professionals
Texas
$3.76K 61 -17 -22%
DF
732
Dunhill Financial
United Kingdom
$3.63K 59 +12 +26%
SO
733
Sierra Ocean
California
$3.57K 58 +58 New
LWA
734
Lowe Wealth Advisors
Maryland
$3.39K 55 +55 New
CIAS
735
CBIZ Investment Advisory Services
Ohio
$3.2K 52 – –
RI
736
Ridgewood Investments
New Jersey
$3.02K 49 – –
PIS
737
POM Investment Strategies
North Carolina
$2.91K 47 – –
EBA
738
Eagle Bay Advisors
New York
$2.46K 40 -34 -46%
SIM
739
Synergy Investment Management
Florida
$2.22K 36 +36 New
1L
740
10Elms LLP
Oklahoma
$2.22K 36 +36 New
TFM
741
TFC Financial Management
Massachusetts
$1.97K 32 – –
NC
742
NewSquare Capital
Pennsylvania
$1.97K 32 +32 New
NRG
743
Nemes Rush Group
Michigan
$1.85K 30 +30 New
AWM
744
Accredited Wealth Management
Kentucky
$1.79K 29 +29 New
CIA
745
Cape Investment Advisory
Georgia
$1.35K 22 +22 New
SIC
746
SJS Investment Consulting
Ohio
$1.29K 21 +2 +11%
DPW
747
DiNuzzo Private Wealth
Pennsylvania
$1.11K 18 +1 +6%
WA
748
Whipplewood Advisors
Colorado
$1.11K 18 +18 New
CAL
749
Capital Analysts LLC
Pennsylvania
$1K 18 -69 -79%
RDIA
750
RE Dickinson Investment Advisors
Iowa
$1K 1 – –
28 29
30
31 32