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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
BFG
401
Barber Financial Group
Kansas
$208K -$15.3K -271 -7%
CIA
402
ClearBridge Investments (Australia)
Australia
$207K -$37.4K -661 -15%
FNBOO
403
First National Bank of Omaha
Nebraska
$207K -$7.07K -125 -3%
SBSB
404
Sullivan, Bruyette, Speros & Blaney
Virginia
$205K +$211K +3,730 New
ICOM
405
Investment Counselors of Maryland
Maryland
$204K
Lazard Asset Management
406
Lazard Asset Management
New York
$198K
C
407
Cerebellum
California
$186K +$191K +3,385 New
Northwestern Mutual Wealth Management
408
Northwestern Mutual Wealth Management
Wisconsin
$183K +$11.5K +204 +7%
IAS
409
IMA Advisory Services
Colorado
$181K
RFC
410
Regions Financial Corp
Alabama
$176K +$182K +3,212 New
AAP
411
Arax Advisory Partners
Colorado
$173K +$178K +3,142 New
WC
412
Whitney & Co
New York
$167K
RIM
413
Rampart Investment Management
Connecticut
$166K +$282K +4,984 +181%
SFM
414
Signet Financial Management
New Jersey
$164K -$14.1K -250 -8%
PA
415
Parallel Advisors
California
$162K +$167K +2,952 New
RAM
416
Riggs Asset Management
Pennsylvania
$153K
AIM
417
Advantage Investment Management
Iowa
$152K
OIA
418
OneDigital Investment Advisors
Kansas
$147K +$339 +6 +0.2%
SA
419
SRH Advisors
Kansas
$146K
FCB
420
First Command Bank
Texas
$144K
FCFS
421
First Command Financial Services
Texas
$144K
TF
422
Tompkins Financial
New York
$134K
LS
423
Livforsakringsbolaget Skandia
Sweden
$132K -$147K -2,600 -52%
STA
424
Summit Trail Advisors
New York
$129K +$4.98K +88 +4%
S
425
SignatureFD
Georgia
$121K -$9.16K -162 -7%