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
TRCT
301
Tower Research Capital (TRC)
New York
$650K -$539K -8,216 -44%
SAM
302
Shell Asset Management
Netherlands
$649K +$464K +7,074 +211%
DFCM
303
Dark Forest Capital Management
Puerto Rico
$649K +$533K +8,129 +353%
William Blair & Company
304
William Blair & Company
Illinois
$648K -$26.2K -399 -4%
NMIMC
305
Northwestern Mutual Investment Management Company
Wisconsin
$648K +$131 +2 +0%
BEI
306
Benjamin Edwards Inc
Missouri
$636K +$671K +10,226 New
PA
307
Profund Advisors
Maryland
$604K -$12.3K -188 -2%
CAN
308
Cetera Advisor Networks
California
$591K +$130K +1,986 +26%
LMAM
309
Legg Mason Asset Management
Japan
$577K
MYAM
310
Meiji Yasuda Asset Management
Japan
$570K
VF
311
Virtu Financial
New York
$570K +$601K +9,166 New
AWM
312
Aevitas Wealth Management
Massachusetts
$564K +$1.44K +22 +0.2%
MC
313
Moors & Cabot
Massachusetts
$564K +$32.1K +490 +6%
LSA
314
Lion Street Advisors
Texas
$560K +$595K +9,076 New
FCIM
315
Fairview Capital Investment Management
California
$559K
NGA
316
Naples Global Advisors
Florida
$541K -$14.8K -225 -3%
WAM
317
World Asset Management
Michigan
$527K -$7.47K -114 -1%
AIL
318
AGF Investments LLC
Ontario, Canada
$522K -$132K -2,014 -19%
TCOK
319
Trust Company of Kansas
Kansas
$515K
GAMC
320
Garner Asset Management Corp
Texas
$507K -$9.05K -138 -2%
SPIA
321
Steward Partners Investment Advisory
New York
$505K -$12.5K -191 -2%
Rafferty Asset Management
322
Rafferty Asset Management
New York
$503K +$192K +2,933 +57%
NB
323
Nicolet Bankshares
Wisconsin
$498K
ARMT
324
Amica Retiree Medical Trust
Rhode Island
$494K -$229K -3,488 -30%
Truist Financial
325
Truist Financial
North Carolina
$490K +$53.6K +817 +12%