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640 hedge funds and large institutions have $12.9B invested in Evergy in 2022 Q1 according to their latest regulatory filings, with 77 funds opening new positions, 216 increasing their positions, 215 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed

90% more call options, than puts

Call options by funds: $18.7M | Put options by funds: $9.87M

75% more funds holding in top 10

Funds holding in top 10: 47 (+3)

31% more first-time investments, than exits

New positions opened: 77 | Existing positions closed: 59

1% more funds holding

Funds holding: 631640 (+9)

0% more repeat investments, than reductions

Existing positions increased: 216 | Existing positions reduced: 215

4.42% less ownership

Funds ownership: 87.41%83% (-4.4%)

6% less capital invested

Capital invested by funds: $13.7B → $12.9B (-$786M)

Holders
640
Holders Change
+9
Holders Change %
+1.43%
% of All Funds
10.09%
Holding in Top 10
7
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+75%
% of All Funds
0.11%
New
77
Increased
216
Reduced
215
Closed
59
Calls
$18.7M
Puts
$9.87M
Net Calls
+$8.84M
Net Calls Change
+$6.06M
Name Holding Trade Value Shares
Change
Change in
Stake
Lido Advisors
401
Lido Advisors
California
$286K -$2.13K -33 -0.8%
CA
402
Calton & Associates
Florida
$285K -$1.81K -28 -0.7%
ACP
403
Ashfield Capital Partners
California
$285K
FAM
404
Fulcrum Asset Management
United Kingdom
$283K
EW
405
Evoke Wealth
California
$283K +$65 +1 +0%
GMA
406
Glassy Mountain Advisors
Maryland
$281K
Cetera Investment Advisers
407
Cetera Investment Advisers
Illinois
$277K +$16.6K +257 +7%
DADC
408
D.A. Davidson & Co
Montana
$276K +$4.58K +71 +2%
AWA
409
Arete Wealth Advisors
Illinois
$274K +$37.2K +576 +17%
CI
410
Cigna Investments
Connecticut
$273K -$75.2K -1,166 -23%
MPWT
411
MassMutual Private Wealth & Trust
Connecticut
$272K -$2.84K -44 -1%
CWM
412
Cornerstone Wealth Management
Missouri
$271K +$65 +1 +0%
IWM
413
IHT Wealth Management
Illinois
$268K +$194 +3 +0.1%
TYCC
414
Texas Yale Capital Corp
Florida
$266K
SP
415
Symmetry Partners
Connecticut
$265K
WPC
416
Waters Parkerson & Co
Louisiana
$262K
TCM
417
Teza Capital Management
Illinois
$261K +$247K +3,824 New
HNB
418
Huntington National Bank
Ohio
$260K +$581 +9 +0.2%
EF
419
Empirical Finance
Pennsylvania
$259K +$31K +480 +14%
SS
420
Simplicity Solutions
Minnesota
$259K +$244K +3,783 New
IAA
421
Independent Advisor Alliance
North Carolina
$258K +$65 +1 +0%
B
422
Bailard
California
$255K +$14.6K +226 +6%
SIS
423
Sound Income Strategies
Florida
$253K +$1.74K +27 +0.7%
BMSSC
424
B. Metzler seel. Sohn & Co
Germany
$249K
MGP
425
Metis Global Partners
California
$249K +$234K +3,632 New