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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
AAS
326
Avantax Advisory Services
Texas
$436K +$35.6K +569 +9%
CI
327
Cigna Investments
Connecticut
$433K -$62.6K -1,000 -12%
Truist Financial
328
Truist Financial
North Carolina
$426K +$33.2K +530 +8%
RM
329
Resource Management
Louisiana
$424K +$439K +7,022 New
BC
330
Bridgefront Capital
Texas
$421K +$215K +3,431 +97%
DAS
331
Dynamic Advisor Solutions
Arizona
$419K +$31.3K +501 +8%
WAAG
332
Wealth Alliance Advisory Group
Kansas
$411K
RJT
333
Raymond James Trust
Florida
$405K +$59.1K +944 +16%
IRF
334
IBM Retirement Fund
New York
$398K -$81.6K -1,305 -17%
KCM
335
Kornitzer Capital Management
Kansas
$398K
JGUA
336
John G. Ullman & Associates
New York
$393K
WW
337
Waterfront Wealth
Kansas
$389K
SMC
338
Smith, Moore & Co
Missouri
$385K +$102K +1,632 +34%
CW
339
CreativeOne Wealth
Kansas
$380K +$71.9K +1,149 +22%
B
340
BP
United Kingdom
$376K -$149K -2,387 -28%
VPIM
341
Vanguard Personalized Indexing Management
California
$374K +$112K +1,789 +41%
CTC
342
Central Trust Company
Missouri
$371K -$15.6K -250 -4%
ANRIA
343
American National Registered Investment Advisor
Texas
$370K -$3.13K -50 -0.8%
Two Sigma Advisers
344
Two Sigma Advisers
New York
$369K -$8.32K -133 -2%
SIP
345
Stoneridge Investment Partners
Pennsylvania
$369K +$382K +6,100 New
Janney Montgomery Scott
346
Janney Montgomery Scott
Pennsylvania
$365K +$8.63K +138 +2%
Nomura Holdings
347
Nomura Holdings
Japan
$363K +$155K +2,480 +71%
KRSITF
348
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$361K -$12.2K -195 -3%
CG
349
Caprock Group
Idaho
$354K -$171K -2,731 -32%
DADC
350
D.A. Davidson & Co
Montana
$353K -$21.5K -343 -6%