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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
MWM
251
Midwest Wealth Management
Indiana
$1.29M +$56.2K +857 +4%
CCP
252
Cassia Capital Partners
North Carolina
$1.29M +$1.36M +20,791 New
CIBC Asset Management
253
CIBC Asset Management
Ontario, Canada
$1.29M +$47.5K +725 +4%
AFG
254
Albion Financial Group
Utah
$1.26M
HW
255
Hancock Whitney
Mississippi
$1.23M -$27.4K -418 -2%
BCM
256
Brookmont Capital Management
Texas
$1.21M +$13.3K +203 +1%
NB
257
Norinchukin Bank
Japan
$1.21M +$26.8K +408 +2%
IG
258
ING Group
Netherlands
$1.2M +$27.6K +421 +2%
JMPWA
259
JP Morgan Private Wealth Advisors
California
$1.19M -$18.2K -278 -1%
SAM
260
Securian Asset Management
Minnesota
$1.18M -$558K -8,510 -31%
RPGK
261
Retirement Planning Group (Kansas)
Kansas
$1.18M +$61.2K +934 +5%
QIM
262
Quantitative Investment Management
Virginia
$1.16M +$569K +8,681 +87%
VRS
263
Virginia Retirement Systems
Virginia
$1.16M -$6.56K -100 -0.5%
Mariner
264
Mariner
Kansas
$1.14M +$44.7K +682 +4%
TRSOTSOK
265
Teachers Retirement System of the State of Kentucky
Kentucky
$1.14M
SWM
266
SeaCrest Wealth Management
New York
$1.11M
MSRPS
267
Maryland State Retirement & Pension System
Maryland
$1.09M
DekaBank Deutsche Girozentrale
268
DekaBank Deutsche Girozentrale
Germany
$1.09M -$82.1K -1,252 -7%
QT
269
Quantamental Technologies
New York
$1.06M +$1.12M +17,058 New
SEC
270
Seven Eight Capital
New York
$1.06M -$413K -6,300 -27%
HCM
271
Huber Capital Management
California
$1.01M -$393K -6,000 -27%
FPGK
272
Financial Partners Group (Kansas)
Kansas
$1.01M -$11.5K -176 -1%
EDRIA
273
Edmonds Duncan Registered Investment Advisors
Kansas
$987K +$197 +3 +0%
PAG
274
Private Advisor Group
New Jersey
$944K +$460K +7,011 +86%
CSS
275
Cubist Systematic Strategies
Connecticut
$939K -$5.36M -81,712 -84%