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580 hedge funds and large institutions have $11.9B invested in Evergy in 2021 Q2 according to their latest regulatory filings, with 60 funds opening new positions, 229 increasing their positions, 164 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more repeat investments, than reductions

Existing positions increased: 229 | Existing positions reduced: 164

38% more call options, than puts

Call options by funds: $12.1M | Put options by funds: $8.77M

5% more capital invested

Capital invested by funds: $11.3B → $11.9B (+$577M)

2.02% more ownership

Funds ownership: 83.81%85.83% (+2%)

5% more first-time investments, than exits

New positions opened: 60 | Existing positions closed: 57

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

1% less funds holding

Funds holding: 584580 (-4)

Holders
580
Holders Change
-4
Holders Change %
-0.68%
% of All Funds
10.1%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.09%
New
60
Increased
229
Reduced
164
Closed
57
Calls
$12.1M
Puts
$8.77M
Net Calls
+$3.29M
Net Calls Change
-$11M
Name Holding Trade Value Shares
Change
Change in
Stake
LMAM
301
Legg Mason Asset Management
Japan
$560K -$167K -2,670 -22%
National Pension Service
302
National Pension Service
South Korea
$558K +$69.1K +1,105 +14%
MYAM
303
Meiji Yasuda Asset Management
Japan
$554K
AWM
304
Aevitas Wealth Management
Massachusetts
$547K +$1.13K +18 +0.2%
FCIM
305
Fairview Capital Investment Management
California
$543K
NGA
306
Naples Global Advisors
Florida
$540K -$78.3K -1,251 -12%
MAM
307
Meeder Asset Management
Ohio
$540K +$8.76K +140 +2%
AWM
308
AE Wealth Management
Kansas
$538K +$78.5K +1,254 +16%
MC
309
Moors & Cabot
Massachusetts
$529K +$74.4K +1,190 +16%
WAM
310
World Asset Management
Michigan
$518K +$16.5K +263 +3%
SPIA
311
Steward Partners Investment Advisory
New York
$502K +$100K +1,604 +24%
GAMC
312
Garner Asset Management Corp
Texas
$501K -$4.63K -74 -0.9%
TCOK
313
Trust Company of Kansas
Kansas
$500K +$193K +3,084 +59%
PAG
314
Private Advisor Group
New Jersey
$494K +$11K +176 +2%
TPCW
315
TD Private Client Wealth
New York
$491K +$133K +2,124 +35%
NB
316
Nicolet Bankshares
Wisconsin
$483K
CCG
317
Cypress Capital Group
Florida
$475K -$25K -399 -5%
GW
318
GW & Wade
Massachusetts
$475K
Jacobs Levy Equity Management
319
Jacobs Levy Equity Management
New Jersey
$467K +$483K +7,724 New
CAN
320
Cetera Advisor Networks
California
$454K +$37.4K +598 +9%
PHK
321
Point72 Hong Kong
Hong Kong
$452K +$468K +7,486 New
CPIG
322
Chicago Partners Investment Group
Illinois
$444K +$7.82K +125 +2%
Bank of Nova Scotia
323
Bank of Nova Scotia
Ontario, Canada
$441K -$2.24M -35,870 -83%
JWM
324
Jeppson Wealth Management
California
$440K
HI
325
Harbour Investments
Wisconsin
$437K +$82.3K +1,315 +22%