We are live on ! Find out more

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
AF
426
Allworth Financial
California
$119K -$9.9K -175 -7%
DBT
427
Dubuque Bank & Trust
Iowa
$119K +$123K +2,166 New
FHA
428
Flagship Harbor Advisors
Massachusetts
$115K +$226 +4 +0.2%
AOWM
429
Alpha Omega Wealth Management
Virginia
$114K
JFA
430
JNBA Financial Advisors
Minnesota
$114K +$113K +2,002 +2,742%
APA
431
American Portfolios Advisors
New York
$112K +$40.4K +714 +54%
TCOV
432
Trust Company of Vermont
Vermont
$110K
MRCM
433
M&R Capital Management
New Jersey
$100K
PCP
434
Proficio Capital Partners
Massachusetts
$100K
SPIA
435
Steward Partners Investment Advisory
New York
$99K -$91.8K -1,622 -47%
HI
436
Hudock Inc
Pennsylvania
$99K
TC
437
Truvestments Capital
Florida
$94K +$97.2K +1,718 New
WPW
438
Winthrop Partners - WNY
New York
$83.8K
CHC
439
City Holding Co
West Virginia
$80K +$11.3K +200 +16%
NWM
440
Northwest Wealth Management
Iowa
$78K +$113 +2 +0.1%
CFGS
441
Concourse Financial Group Securities
Alabama
$78K +$80.2K +1,418 New
CCM
442
Covington Capital Management
California
$73K -$9.67K -171 -11%
ARMT
443
Amica Retiree Medical Trust
Rhode Island
$72K
WT
444
Whittier Trust
California
$70K
SBL
445
Sargent Bickham Lagudis
Colorado
$69K -$7.92K -140 -10%
SFSIG
446
San Francisco Sentry Investment Group
California
$66K -$8.48K -150 -11%
BWA
447
BDO Wealth Advisors
Florida
$66K
SWP
448
Stratos Wealth Partners
Ohio
$66K +$67.6K +1,195 New
OSNBOA
449
Old Second National Bank of Aurora
Illinois
$66K +$68.4K +1,210 New
APP
450
Avantax Planning Partners
Iowa
$65K +$66.7K +1,179 New