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558 hedge funds and large institutions have $12.1B invested in Evergy in 2018 Q3 according to their latest regulatory filings, with 92 funds opening new positions, 185 increasing their positions, 192 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

104% more first-time investments, than exits

New positions opened: 92 | Existing positions closed: 45

9% more funds holding

Funds holding: 514558 (+44)

4% less capital invested

Capital invested by funds: $12.5B → $12.1B (-$440M)

4% less repeat investments, than reductions

Existing positions increased: 185 | Existing positions reduced: 192

1.14% less ownership

Funds ownership: 82.39%81.26% (-1.1%)

25% less funds holding in top 10

Funds holding in top 10: 129 (-3)

Holders
558
Holders Change
+44
Holders Change %
+8.56%
% of All Funds
12.76%
Holding in Top 10
9
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-25%
% of All Funds
0.21%
New
92
Increased
185
Reduced
192
Closed
45
Calls
$4.26M
Puts
Net Calls
+$4.26M
Net Calls Change
+$2.98M
Name Holding Trade Value Shares
Change
Change in
Stake
AAM
376
Advisors Asset Management
Colorado
$314K -$434K -7,671 -57%
ABTD
377
Arvest Bank Trust Division
Oklahoma
$311K -$5.09K -90 -2%
IWM
378
IHT Wealth Management
Illinois
$296K +$735 +13 +0.2%
ACP
379
Ashfield Capital Partners
California
$295K -$7.75K -137 -2%
IC
380
InterOcean Capital
Illinois
$295K
KRSITF
381
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$282K +$1.36K +24 +0.5%
GLA
382
Good Life Advisors
Pennsylvania
$279K +$2.49K +44 +0.9%
AIP
383
Ameritas Investment Partners
Nebraska
$275K
V
384
Veritable
Delaware
$274K -$16.3K -289 -5%
GWM
385
Geneos Wealth Management
Colorado
$272K -$51.2K -906 -15%
DADC
386
D.A. Davidson & Co
Montana
$253K -$4.92K -87 -2%
SFS
387
Sowell Financial Services
Arkansas
$245K +$252K +4,460 New
IRF
388
IBM Retirement Fund
New York
$242K -$43.5K -769 -15%
TA
389
Townsend & Associates
Colorado
$240K +$1.92K +34 +0.8%
B
390
Barings
North Carolina
$234K +$241K +4,260 New
BF
391
BOK Financial
Oklahoma
$232K -$39.2K -693 -14%
TAM
392
Tocqueville Asset Management
New York
$231K
Mackenzie Financial
393
Mackenzie Financial
Ontario, Canada
$230K +$237K +4,189 New
AIM
394
Anchor Investment Management
South Carolina
$228K -$37.7K -667 -14%
AWM
395
AE Wealth Management
Kansas
$226K +$232K +4,107 New
MBT
396
Monroe Bank & Trust
Michigan
$226K +$233K +4,120 New
LC
397
Lourd Capital
California
$221K +$227K +4,021 New
FPGK
398
Financial Partners Group (Kansas)
Kansas
$216K +$6.84K +121 +3%
TYCC
399
Texas Yale Capital Corp
Florida
$214K
Lido Advisors
400
Lido Advisors
California
$209K +$216K +3,810 New