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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 %
MA
751
MCF Advisors
Kentucky
$924 15 -8 -35%
NWM
752
Nova Wealth Management
Florida
$862 14 +14 New
NMG
753
New Millennium Group
Utah
$862 14 +14 New
CJ
754
Caitlin John
Michigan
$839 14 +1 +8%
MCM
755
Manchester Capital Management
Vermont
$739 12 – –
WCM
756
WealthTrak Capital Management
Virginia
$616 10 +10 New
OCM
757
Orion Capital Management
California
$616 10 +10 New
WA
758
WPG Advisers
Maryland
$492 8 +8 New
CPG
759
Cornerstone Planning Group
New Jersey
$450 7 +7 New
GFPC
760
Global Financial Private Client
Florida
$431 7 +7 New
NS
761
NBC Securities
Alabama
$409 6 -6,371 -100%
CSWM
762
Cassady Schiller Wealth Management
Ohio
$308 5 +5 New
OSNBOA
763
Old Second National Bank of Aurora
Illinois
$308 5 +5 New
WBC
764
West Branch Capital
Massachusetts
$247 4 – –
WW
765
Winnow Wealth
Texas
$243 4 +4 New
RS
766
Rakuten Securities
Japan
$62 1 -29 -97%
S
767
Sachetta
Massachusetts
$62 1 +1 New
RWS
768
Retirement Wealth Solutions
Wisconsin
$60 1 +1 New
Arrowstreet Capital
769
Arrowstreet Capital
Massachusetts
– – -773,990 Closed
ATN
770
AMF Tjänstepension
Sweden
– – -498,730 Closed
APG Asset Management
771
APG Asset Management
Netherlands
– – -409,013 Closed
Canada Pension Plan Investment Board
772
Canada Pension Plan Investment Board
Ontario, Canada
– – -188,000 Closed
DRP
773
Decade Renewable Partners
Texas
– – -159,580 Closed
EP
774
Edgestream Partners
New Jersey
– – -141,155 Closed
CC
775
Covalis Capital
United Kingdom
– – -113,551 Closed
29 30
31
32 33