We are live on ! Find out more

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
MCM
376
Murphy Capital Management
New Jersey
$309K +$61K +931 +23%
GLA
377
Good Life Advisors
Pennsylvania
$308K
TAM
378
Tocqueville Asset Management
New York
$305K
MIA
379
MainStreet Investment Advisors
Illinois
$301K -$984 -15 -0.3%
UCMOK
380
United Capital Management of KS
Kansas
$301K +$7.08K +108 +2%
TA
381
Townsend & Associates
Colorado
$300K +$2.62K +40 +0.8%
EWM
382
Empirical Wealth Management
Washington
$300K +$316K +4,825 New
JIC
383
Johnson Investment Counsel
Ohio
$299K -$37.6K -574 -11%
CIBC World Market
384
CIBC World Market
Ontario, Canada
$295K +$56.7K +865 +22%
BCM
385
Brookstone Capital Management
Illinois
$292K +$37.2K +568 +14%
Walleye Trading
386
Walleye Trading
New York
$286K -$567K -8,647 -65%
UCFA
387
United Capital Financial Advisors
Texas
$282K +$27.3K +417 +10%
FIM
388
Freedom Investment Management
Connecticut
$280K +$17.9K +273 +6%
QC
389
Quadrature Capital
United Kingdom
$279K +$295K +4,493 New
Squarepoint
390
Squarepoint
New York
$278K +$75.5K +1,152 +35%
Lido Advisors
391
Lido Advisors
California
$274K +$22.9K +349 +9%
HI
392
Harbour Investments
Wisconsin
$262K -$198K -3,021 -42%
FMT
393
First Mercantile Trust
Tennessee
$260K -$6.75K -103 -2%
CA
394
Calton & Associates
Florida
$259K -$2.16K -33 -0.8%
MPWT
395
MassMutual Private Wealth & Trust
Connecticut
$258K -$2.43K -37 -0.9%
FC
396
FORA Capital
Florida
$258K +$272K +4,149 New
EW
397
Evoke Wealth
California
$254K +$262K +4,000 +4,255%
NIM
398
NuWave Investment Management
New Jersey
$253K +$267K +4,066 New
CWM
399
Cornerstone Wealth Management
Missouri
$252K +$66 +1 +0%
IAA
400
Independent Advisor Alliance
North Carolina
$249K -$27K -412 -9%