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640 hedge funds and large institutions have $12.9B invested in Evergy in 2022 Q1 according to their latest regulatory filings, with 77 funds opening new positions, 216 increasing their positions, 215 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed

90% more call options, than puts

Call options by funds: $18.7M | Put options by funds: $9.87M

75% more funds holding in top 10

Funds holding in top 10: 47 (+3)

31% more first-time investments, than exits

New positions opened: 77 | Existing positions closed: 59

1% more funds holding

Funds holding: 631640 (+9)

0% more repeat investments, than reductions

Existing positions increased: 216 | Existing positions reduced: 215

4.42% less ownership

Funds ownership: 87.41%83% (-4.4%)

6% less capital invested

Capital invested by funds: $13.7B → $12.9B (-$786M)

Holders
640
Holders Change
+9
Holders Change %
+1.43%
% of All Funds
10.09%
Holding in Top 10
7
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+75%
% of All Funds
0.11%
New
77
Increased
216
Reduced
215
Closed
59
Calls
$18.7M
Puts
$9.87M
Net Calls
+$8.84M
Net Calls Change
+$6.06M
Name Holding Trade Value Shares
Change
Change in
Stake
CGH
301
Crossmark Global Holdings
Texas
$789K -$10.3K -160 -1%
Janney Montgomery Scott
302
Janney Montgomery Scott
Pennsylvania
$789K +$186K +2,882 +33%
GWA
303
Gibson Wealth Advisors
Texas
$779K
DAS
304
Dynamic Advisor Solutions
Arizona
$734K -$1.55K -24 -0.2%
PA
305
Profund Advisors
Maryland
$729K +$51.7K +801 +8%
KBC Group
306
KBC Group
Belgium
$728K
MWM
307
Mattern Wealth Management
Kansas
$726K +$645 +10 +0.1%
VIA
308
Vident Investment Advisory
Georgia
$713K -$3.44M -53,272 -84%
Verition Fund Management
309
Verition Fund Management
Connecticut
$682K -$482K -7,471 -43%
SPIA
310
Steward Partners Investment Advisory
New York
$673K +$106K +1,649 +20%
NMIMC
311
Northwestern Mutual Investment Management Company
Wisconsin
$623K -$77K -1,194 -12%
AWM
312
Aevitas Wealth Management
Massachusetts
$623K +$1.55K +24 +0.3%
MC
313
Moors & Cabot
Massachusetts
$620K -$1.61K -25 -0.3%
MYAM
314
Meiji Yasuda Asset Management
Japan
$618K -$19.4K -300 -3%
ETC
315
Exchange Traded Concepts
Oklahoma
$617K +$582K +9,024 New
FCIM
316
Fairview Capital Investment Management
California
$615K
IB
317
Intrust Bank
Kansas
$604K +$121K +1,881 +27%
CAN
318
Cetera Advisor Networks
California
$591K -$50.8K -787 -8%
SG Americas Securities
319
SG Americas Securities
New York
$589K -$2.71M -42,006 -83%
SAM
320
Shell Asset Management
Netherlands
$589K -$91.5K -1,418 -14%
II
321
Inspire Investing
Idaho
$589K +$12.2K +189 +2%
SF
322
Synovus Financial
Georgia
$587K -$19.4K -300 -3%
LSA
323
Lion Street Advisors
Texas
$578K -$57.2K -887 -10%
BL
324
Balentine LLC
Georgia
$572K +$540K +8,371 New
MCP
325
Mirador Capital Partners
California
$571K -$22.2K -344 -4%