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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
NGA
326
Naples Global Advisors
Florida
$548K -$28.4K -440 -5%
NB
327
Nicolet Bankshares
Wisconsin
$547K
VPIM
328
Vanguard Personalized Indexing Management
California
$545K +$8.13K +126 +2%
GAMC
329
Garner Asset Management Corp
Texas
$543K -$5.42K -84 -1%
AAS
330
Avantax Advisory Services
Texas
$541K +$50.3K +779 +11%
GW
331
GW & Wade
Massachusetts
$538K
KIA
332
KCM Investment Advisors
California
$533K +$98.4K +1,526 +24%
AAM
333
Advisors Asset Management
Colorado
$530K +$17.1K +265 +4%
CW
334
CreativeOne Wealth
Kansas
$527K +$90.1K +1,397 +22%
QC
335
Quadrature Capital
United Kingdom
$527K +$498K +7,713 New
Walleye Trading
336
Walleye Trading
New York
$518K -$305K -4,727 -38%
JWM
337
Jeppson Wealth Management
California
$509K +$1.29K +20 +0.3%
RJT
338
Raymond James Trust
Florida
$502K -$7.48K -116 -2%
BCV
339
Banque Cantonale Vaudoise
Switzerland
$499K
SMC
340
Smith, Moore & Co
Missouri
$494K +$33.5K +519 +8%
RFC
341
Regions Financial Corp
Alabama
$485K -$18.3K -284 -4%
MM
342
MQS Management
New York
$482K +$455K +7,059 New
VCM
343
Virtue Capital Management
Tennessee
$474K +$138K +2,140 +45%
TC
344
Trust Company
Kansas
$471K
CAAS
345
Capital Asset Advisory Services
Michigan
$470K +$23.4K +363 +6%
CI Investments Inc
346
CI Investments Inc
Ontario, Canada
$464K
Los Angeles Capital Management
347
Los Angeles Capital Management
California
$463K
KRSITF
348
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$463K +$44.3K +687 +11%
CCB
349
Country Club Bank
Missouri
$462K +$437K +6,780 New
ARMT
350
Amica Retiree Medical Trust
Rhode Island
$457K