We are live on ! Find out more

591 hedge funds and large institutions have $12.3B invested in Evergy in 2021 Q3 according to their latest regulatory filings, with 57 funds opening new positions, 207 increasing their positions, 203 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

54% more first-time investments, than exits

New positions opened: 57 | Existing positions closed: 37

2% more funds holding

Funds holding: 580591 (+11)

4% more capital invested

Capital invested by funds: $11.9B → $12.3B (+$424M)

2% more repeat investments, than reductions

Existing positions increased: 207 | Existing positions reduced: 203

0.47% more ownership

Funds ownership: 85.83%86.3% (+0.47%)

22% less call options, than puts

Call options by funds: $7.48M | Put options by funds: $9.64M

40% less funds holding in top 10

Funds holding in top 10: 53 (-2)

Holders
591
Holders Change
+11
Holders Change %
+1.9%
% of All Funds
10.35%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.05%
New
57
Increased
207
Reduced
203
Closed
37
Calls
$7.48M
Puts
$9.64M
Net Calls
-$2.16M
Net Calls Change
-$5.45M
Name Holding Trade Value Shares
Change
Change in
Stake
Schroder Investment Management Group
226
Schroder Investment Management Group
United Kingdom
$1.92M -$346K -5,276 -15%
DCM
227
Dupont Capital Management
Delaware
$1.92M -$690K -10,520 -25%
S
228
Seeyond
France
$1.88M -$20.1K -306 -1%
EWA
229
Exencial Wealth Advisors
Oklahoma
$1.84M -$721 -11 -0%
II
230
IFM Investors
Australia
$1.82M
MPM
231
Meritage Portfolio Management
Kansas
$1.82M -$1.56M -23,728 -45%
CBT
232
CoreFirst Bank & Trust
Kansas
$1.8M -$46.8K -713 -2%
MFM
233
MD Financial Management
Ontario, Canada
$1.78M -$134K -2,042 -7%
ClearBridge Investments
234
ClearBridge Investments
New York
$1.75M +$18.7K +285 +1%
TI
235
Trexquant Investment
Connecticut
$1.74M -$200K -3,053 -10%
Verition Fund Management
236
Verition Fund Management
Connecticut
$1.74M -$4.35M -66,396 -70%
SGI
237
Summit Global Investments
Utah
$1.73M +$1.49M +22,667 +436%
RFA
238
Reilly Financial Advisors
California
$1.73M -$27.4K -418 -1%
GG
239
Gofen & Glossberg
Illinois
$1.69M -$510K -7,775 -22%
UB
240
UMB Bank
Missouri
$1.69M -$11.7K -178 -0.7%
MLICM
241
Metropolitan Life Insurance Company (MetLife)
New York
$1.68M -$59.9K -913 -3%
KBC Group
242
KBC Group
Belgium
$1.65M -$1.74M -26,583 -50%
VEA
243
Virtus ETF Advisers
New York
$1.59M +$61.7K +941 +4%
KeyBank National Association
244
KeyBank National Association
Ohio
$1.58M +$283K +4,321 +21%
HighTower Advisors
245
HighTower Advisors
Illinois
$1.51M +$8.65K +132 +0.5%
AWM
246
AE Wealth Management
Kansas
$1.51M +$1.01M +15,328 +172%
NAM
247
Nissay Asset Management
Japan
$1.48M +$70.6K +1,076 +5%
National Pension Service
248
National Pension Service
South Korea
$1.38M +$845K +12,882 +139%
HIMCH
249
Hartford Investment Management Co (HIMCO)
Connecticut
$1.33M -$181K -2,764 -11%
N
250
Natixis
France
$1.3M +$1.37M +20,829 New