EVERGY INC EVRG 4.5 12.15.27
NOTE 4.500%12/1 · US DOMESTIC · CUSIP 30034WAD8
70
institutional holders
+7 vs Q3 2025
66.3m
shares reported held*
$1.6bnreported value*
11 new
23 added
21 reduced
6 sold out
net sold ≈ $5.2m (+9.4m shares)
* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($750.9k this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $23.82.
Trends to Q4 2025
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q4 2024 | 57 |
| Q1 2025 | 63 |
| Q2 2025 | 66 |
| Q3 2025 | 63 |
| Q4 2025 | 70 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Bought or addedCut or sold out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q1 2025 | 34 | 25 |
| Q2 2025 | 37 | 22 |
| Q3 2025 | 28 | 28 |
| Q4 2025 | 34 | 27 |
Biggest buyers
| TWO SIGMA INVESTMENTS, LP | New | +88.5m |
| Polar Asset Management Partners Inc. | Added | +65.0m |
| Brevan Howard Capital Management LP | New | +25.0m |
| Aequim Alternative Investments LP | Added | +24.0m |
| UBS Group AG | New | +23.6m |
| Portman Square Capital LLP | New | +20.0m |
| BNP PARIBAS FINANCIAL MARKETS | Added | +18.8m |
| Calamos Advisors LLC | Added | +15.3m |
| Burkehill Global Management, LP | New | +15.0m |
| CITIGROUP INC | New | +13.4m |
Biggest sellers
| D. E. Shaw & Co., Inc. | Sold out | -62.8m |
| CITADEL ADVISORS LLC | Reduced | -55.0m |
| CAMDEN ASSET MANAGEMENT L P /CA | Reduced | -52.0m |
| HIGHBRIDGE CAPITAL MANAGEMENT LLC | Sold out | -50.0m |
| Point72 Asset Management, L.P. | Reduced | -40.0m |
| Daiwa Securities Group Inc. | Sold out | -35.0m |
| BANK OF MONTREAL /CAN/ | Reduced | -17.2m |
| MORGAN STANLEY | Reduced | -7.8m |
| BlackRock, Inc. | Reduced | -5.0m |
| BARCLAYS PLC | Reduced | -4.3m |
Holders, Q4 2025
| Manager | Shares | Change |
|---|---|---|
| Aequim Alternative Investments LP 3.23% of their portfolio | 134.0m $163.3m | Added +24.0m |
| CAMDEN ASSET MANAGEMENT L P /CA 3.53% of their portfolio | 114.7m $139.6m | Reduced -52.0m |
| BlackRock, Inc. 0.00% of their portfolio | 105.4m $128.3m | Reduced -5.0m |
| Polar Asset Management Partners Inc. 2.42% of their portfolio | 100.0m $121.8m | Added +65.0m |
| Point72 Asset Management, L.P. 0.19% of their portfolio | 100.0m $121.7m | Reduced -40.0m |
| TWO SIGMA INVESTMENTS, LP 0.16% of their portfolio | 88.5m $107.7m | New |
| Calamos Advisors LLC 0.31% of their portfolio | 61.6m $75.2m | Added +15.3m |
| ARISTEIA CAPITAL, L.L.C. 1.66% of their portfolio | 48.0m $58.5m | Added +3.0m |
| ANGELO GORDON & CO., L.P. 5.17% of their portfolio | 45.0m $54.8m | Added +5.0m |
| CITADEL ADVISORS LLC 0.03% of their portfolio | 34.1m $41.5m | Reduced -55.0m |
| STATE STREET CORP 0.00% of their portfolio | 29.9m $36.4m | Added +1.8m |
| Verition Fund Management LLC 0.18% of their portfolio | 27.5m $33.5m | Unchanged |
| Brevan Howard Capital Management LP 0.59% of their portfolio | 25.0m $30.6m | New |
| UBS Group AG 0.01% of their portfolio | 23.6m $28.7m | New |
| CAPSTONE INVESTMENT ADVISORS, LLC 0.21% of their portfolio | 21.0m $25.6m | Added +5.0m |
| BNP PARIBAS FINANCIAL MARKETS 0.02% of their portfolio | 20.2m $24.6m | Added +18.8m |
| SILVERBACK ASSET MANAGEMENT LLC 3.66% of their portfolio | 20.1m $24.5m | Unchanged |
| Portman Square Capital LLP 4.23% of their portfolio | 20.0m $24.4m | New |
| ZAZOVE ASSOCIATES LLC 1.82% of their portfolio | 17.3m $21.1m | Reduced -2.0m |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.02% of their portfolio | 15.3m $18.8m | Reduced -500.0k |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 15.0m $18.3m | Added +9.7m |
| Burkehill Global Management, LP 1.21% of their portfolio | 15.0m $18.3m | New |
| VICTORY CAPITAL MANAGEMENT INC 0.01% of their portfolio | 13.9m $17.0m | Reduced -416.0k |
| CITIGROUP INC 0.01% of their portfolio | 13.4m $16.3m | New |
| SUSQUEHANNA ADVISORS GROUP, INC. 0.01% of their portfolio | 12.8m $156.2k | New |
| Universal- Beteiligungs- und Servicegesellschaft mbH 0.03% of their portfolio | 12.7m $15.6m | Added +1.0m |
| MIZUHO SECURITIES USA LLC 0.26% of their portfolio | 12.4m $15.6m | Added +4.6m |
| FMR LLC 0.00% of their portfolio | 12.0m $14.6m | Reduced -539.0k |
| LAZARD ASSET MANAGEMENT LLC 0.00% of their portfolio | 11.2m $136.7k | Added +11.2m |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 9.7m $11.8m | Reduced -4.2m |
| Thrivent Financial for Lutherans 0.02% of their portfolio | 9.1m $11.0m | Added +15.0k |
| KIM, LLC 1.26% of their portfolio | 9.0m $11.0m | Reduced -2.5m |
| SSI INVESTMENT MANAGEMENT LLC 0.69% of their portfolio | 8.4m $10.2m | Added +680.0k |
| MORGAN STANLEY 0.00% of their portfolio | 7.0m $8.5m | Reduced -7.8m |
| SHENKMAN CAPITAL MANAGEMENT INC 0.83% of their portfolio | 6.3m $7.9m | Reduced -2.0m |
| Parallax Volatility Advisers, L.P. 0.19% of their portfolio | 5.0m $6.1m | Unchanged |
| ADVENT CAPITAL MANAGEMENT /DE/ 0.13% of their portfolio | 4.5m $5.5m | Reduced -2.0m |
| INCOME RESEARCH & MANAGEMENT 2.76% of their portfolio | 4.3m $5.3m | Added +50.0k |
| STATE OF WISCONSIN INVESTMENT BOARD 0.01% of their portfolio | 3.0m $3.7m | Unchanged |
| MUFG SECURITIES AMERICAS INC. 0.23% of their portfolio | 3.0m $3.7m | New |
| Ares Systematic Credit Ltd 2.48% of their portfolio | 2.5m $3.1m | First filing |
| BARCLAYS PLC 0.00% of their portfolio | 2.1m $2.6m | Reduced -4.3m |
| WELLINGTON MANAGEMENT GROUP LLP 0.00% of their portfolio | 1.8m $2.2m | Unchanged |
| Man Group plc 0.00% of their portfolio | 1.3m $1.6m | Unchanged |
| CSS LLC/IL 0.07% of their portfolio | 1.1m $1.3m | Added +87.0k |
| DEUTSCHE BANK AG\ 0.00% of their portfolio | 1.0m $1.2m | Added +299.0k |
| WESTWOOD HOLDINGS GROUP INC 0.01% of their portfolio | 1.0m $1.0m | New |
| LuminArx Capital Management LP 1.17% of their portfolio | 1.0m $1.2m | First filing |
| TORONTO DOMINION BANK 0.00% of their portfolio | 982.0k $1.2m | New |
| AEGON USA Investment Management, LLC 0.80% of their portfolio | 932.0k $1.1m | Unchanged |
| Bank of New York Mellon Corp 0.00% of their portfolio | 700.0k $852.6k | Reduced -300.0k |
| Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% of their portfolio | 675.0k $816.8k | Reduced -225.0k |
| Warberg Asset Management LLC 0.24% of their portfolio | 661.0k $804.7k | Added +156.0k |
| Police & Firemen's Retirement System of New Jersey 0.01% of their portfolio | 616.0k $750.9k | Added +43.0k |
| BANK OF MONTREAL /CAN/ 0.00% of their portfolio | 500.0k $609.0k | Reduced -17.2m |
| NOMURA HOLDINGS INC 0.04% of their portfolio | 199.5k $14.5m | Added +2.1k |
| LOOMIS SAYLES & CO L P 0.01% of their portfolio | 124.0k $9.0m | Added +22.3k |
| Calamos Wealth Management LLC 0.00% of their portfolio | 111.0k $135.5k | Added +1.0k |
| VIRTUS ADVISERS, LLC 0.04% of their portfolio | 77.0k $93.7k | Unchanged |
| MML INVESTORS SERVICES, LLC 0.00% of their portfolio | 23.0k $28.0k | New |
| LPL Financial LLC 0.00% of their portfolio | 23.0k $27.7k | Reduced -6.0k |
| NATIXIS 0.10% of their portfolio | 20.0k $24.5m | Unchanged |
| &PARTNERS 0.00% of their portfolio | 17.0k $20.7k | Reduced -8.0k |
| Squarepoint Ops LLC 0.04% of their portfolio | 17.0k $20.8m | Added +4.5k |
| Capula Management Ltd 0.08% of their portfolio | 10.0k $12.2m | Reduced -2.5k |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.00% of their portfolio | 7.0k $8.5k | Unchanged |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 6.0k $7.3k | Reduced -3.9m |
| BARTLETT & CO. WEALTH MANAGEMENT LLC 0.00% of their portfolio | 4.0k $4.8k | Unchanged |
| Steward Partners Investment Advisory, LLC 0.00% of their portfolio | 2.0k $2.4k | Unchanged |
| Erste Asset Management GmbH 0.00% of their portfolio | 0 $0 | Unchanged |