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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
AIM
401
Anchor Investment Management
South Carolina
$249K
CAM
402
Cresset Asset Management
Illinois
$247K +$13.6K +208 +6%
IWM
403
IHT Wealth Management
Illinois
$243K -$26K -396 -9%
Axa
404
Axa
France
$243K +$256K +3,900 New
BPA
405
Beacon Pointe Advisors
California
$243K +$256K +3,911 New
TYCC
406
Texas Yale Capital Corp
Florida
$242K
DADC
407
D.A. Davidson & Co
Montana
$239K -$132K -2,010 -34%
WPC
408
Waters Parkerson & Co
Louisiana
$239K +$251K +3,835 New
Federated Hermes
409
Federated Hermes
Pennsylvania
$237K -$99.1M -1,512,126 -100%
HNB
410
Huntington National Bank
Ohio
$236K -$9.7K -148 -4%
Fifth Third Bancorp
411
Fifth Third Bancorp
Ohio
$232K +$6.82K +104 +3%
Cetera Investment Advisers
412
Cetera Investment Advisers
Illinois
$231K +$14.9K +227 +7%
DTL
413
Dynamic Technology Lab
Singapore
$230K +$243K +3,700 New
Connor, Clark & Lunn Investment Management (CC&L)
414
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$230K +$243K +3,702 New
SIS
415
Sound Income Strategies
Florida
$229K
CA
416
Cetera Advisors
Colorado
$227K +$239K +3,651 New
Man Group
417
Man Group
United Kingdom
$224K +$236K +3,600 New
WIA
418
World Investment Advisors
California
$221K
HI
419
Horizon Investments
North Carolina
$220K -$58.4K -890 -20%
AIC
420
Ameritas Investment Company
Nebraska
$220K +$144K +2,196 +164%
WKWM
421
Walter & Keenan Wealth Management
Indiana
$218K
SS
422
Sunbelt Securities
Texas
$217K
JCIA
423
Jackson Creek Investment Advisors
Colorado
$217K +$228K +3,483 New
B
424
Bailard
California
$217K +$229K +3,493 New
HAG
425
HighPoint Advisor Group
Illinois
$216K -$9.44K -144 -4%