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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 %
KWA
801
Kingswood Wealth Advisors
California
– – -4,280 Closed
RSWM
802
Robertson Stephens Wealth Management
California
– – -3,980 Closed
ZIM
803
Zacks Investment Management
Illinois
– – -3,708 Closed
NCFG
804
New Century Financial Group
New Jersey
– – -3,512 Closed
BPA
805
Beacon Pointe Advisors
California
– – -3,413 Closed
Man Group
806
Man Group
United Kingdom
– – -3,256 Closed
UCMOK
807
United Capital Management of KS
Kansas
– – -3,246 Closed
JIP
808
Jaffetilchin Investment Partners
Florida
– – -2,170 Closed
CFM
809
Catalyst Funds Management
Australia
– – -2,000 Closed
CPA
810
Capital Performance Advisors
California
– – -1,998 Closed
HGERS
811
Householder Group Estate & Retirement Specialist
Arizona
– – -1,070 Closed
IAS
812
IMA Advisory Services
Colorado
– – -1,000 Closed
BIC
813
Beach Investment Counsel
Pennsylvania
– – -873 Closed
NFA
814
Northwest Financial Advisors
Virginia
– – -800 Closed
Loomis, Sayles & Company
815
Loomis, Sayles & Company
Massachusetts
– – -580 Closed
CTA
816
Colonial Trust Advisors
South Carolina
– – -419 Closed
ATS
817
Ashton Thomas Securities
New York
– – -237 Closed
RFG
818
REAP Financial Group
Texas
– – -182 Closed
KC
819
Kepos Capital
New York
– – -137 Closed
HB
820
Horizon Bancorp
Indiana
– – -134 Closed
GJWM
821
Gilliland Jeter Wealth Management
Arkansas
– – -113 Closed
BWP
822
Baldwin Wealth Partners
Massachusetts
– – -20 Closed
FNWA
823
Financial Network Wealth Advisors
Utah
– – -20 Closed
CPA
824
Clear Point Advisors
New York
– – -8 Closed
RMC
825
Resources Management Corp
Connecticut
– – -7 Closed
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