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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
HIS
376
Horizon Investment Services
Indiana
$294K -$813 -13 -0.3%
MIA
377
MainStreet Investment Advisors
Illinois
$293K -$1.94K -31 -0.6%
UCMOK
378
United Capital Management of KS
Kansas
$286K -$62.1K -993 -17%
KIA
379
KCM Investment Advisors
California
$285K +$295K +4,718 New
AAM
380
Advisors Asset Management
Colorado
$275K -$934K -14,930 -77%
VWA
381
Visionary Wealth Advisors
Illinois
$270K +$28.7K +458 +11%
HI
382
Horizon Investments
North Carolina
$268K +$277K +4,428 New
IAA
383
Independent Advisor Alliance
North Carolina
$267K +$10.3K +164 +4%
V
384
Veritable
Delaware
$262K +$4.32K +69 +2%
IWM
385
IHT Wealth Management
Illinois
$260K -$15.6K -249 -5%
FMT
386
First Mercantile Trust
Tennessee
$259K -$11.1K -177 -4%
FIM
387
Freedom Investment Management
Connecticut
$255K +$1.38K +22 +0.5%
CA
388
Calton & Associates
Florida
$254K -$3.32K -53 -1%
CM
389
Capula Management
Cayman Islands
$254K +$263K +4,201 New
MPWT
390
MassMutual Private Wealth & Trust
Connecticut
$252K -$1.81K -29 -0.7%
BCM
391
Brookstone Capital Management
Illinois
$252K +$256K +4,097 New
UCFA
392
United Capital Financial Advisors
Texas
$249K +$7.51K +120 +3%
Lido Advisors
393
Lido Advisors
California
$246K +$3.44K +55 +1%
CWM
394
Cornerstone Wealth Management
Missouri
$245K -$17.1K -274 -6%
MCM
395
Murphy Capital Management
New Jersey
$244K +$188 +3 +0.1%
AIM
396
Anchor Investment Management
South Carolina
$242K
HNB
397
Huntington National Bank
Ohio
$238K +$227K +3,622 +1,132%
CCT
398
Country Club Trust
Missouri
$236K +$243K +3,885 New
TYCC
399
Texas Yale Capital Corp
Florida
$235K
CIBC World Market
400
CIBC World Market
Ontario, Canada
$234K +$242K +3,875 New