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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
GW
326
GW & Wade
Massachusetts
$489K
QI
327
Qtron Investments
Massachusetts
$466K -$413K -6,294 -46%
TPCW
328
TD Private Client Wealth
New York
$465K -$42.6K -649 -8%
JWM
329
Jeppson Wealth Management
California
$462K +$9.84K +150 +2%
CCG
330
Cypress Capital Group
Florida
$461K -$30K -457 -6%
RFC
331
Regions Financial Corp
Alabama
$459K +$103K +1,577 +27%
PAMP
332
Polar Asset Management Partners
Ontario, Canada
$457K +$482K +7,347 New
WAAG
333
Wealth Alliance Advisory Group
Kansas
$456K +$35.5K +542 +8%
Bank of Nova Scotia
334
Bank of Nova Scotia
Ontario, Canada
$445K -$9.64K -147 -2%
CPIG
335
Chicago Partners Investment Group
Illinois
$440K -$590 -9 -0.1%
CI
336
Cigna Investments
Connecticut
$432K -$13.4K -204 -3%
TC
337
Trust Company
Kansas
$429K -$213K -3,251 -32%
Janney Montgomery Scott
338
Janney Montgomery Scott
Pennsylvania
$429K +$56.5K +861 +14%
AAS
339
Avantax Advisory Services
Texas
$420K -$27.7K -423 -6%
BAM
340
Blueshift Asset Management
New Jersey
$418K -$658K -10,028 -60%
RC
341
RegentAtlantic Capital
New Jersey
$414K +$58.3K +889 +15%
IRF
342
IBM Retirement Fund
New York
$410K
SMC
343
Smith, Moore & Co
Missouri
$410K +$15.1K +230 +4%
KCM
344
Kornitzer Capital Management
Kansas
$409K
VPIM
345
Vanguard Personalized Indexing Management
California
$406K +$22.7K +346 +6%
JGUA
346
John G. Ullman & Associates
New York
$404K
SF
347
Synovus Financial
Georgia
$403K +$429K +6,548 New
WW
348
Waterfront Wealth
Kansas
$401K
CW
349
CreativeOne Wealth
Kansas
$393K +$1.97K +30 +0.5%
CC
350
Centiva Capital
New York
$387K +$409K +6,239 New