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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
CA
426
Cetera Advisors
Colorado
$248K +$32.3K +501 +16%
VI
427
Vestcor Inc
New Brunswick, Canada
$248K +$51.4K +797 +28%
IRF
428
IBM Retirement Fund
New York
$247K -$11.8K -183 -5%
WAAG
429
Wealth Alliance Advisory Group
Kansas
$245K -$235K -3,639 -50%
MG
430
Mather Group
Illinois
$244K +$230K +3,570 New
WIA
431
World Investment Advisors
California
$243K
WKWM
432
Walter & Keenan Wealth Management
Indiana
$239K
TF
433
Tompkins Financial
New York
$238K +$160K +2,484 +248%
CFGS
434
Concourse Financial Group Securities
Alabama
$237K +$2.77K +43 +1%
WI
435
WrapManager Inc
California
$234K +$11.4K +177 +5%
CPIA
436
Cornell Pochily Investment Advisors
New York
$233K
PAS
437
Park Avenue Securities
New York
$233K +$220K +3,414 New
PSUF
438
People's United Financial
Connecticut
$230K -$84.9K -1,316 -28%
AP
439
Advisor Partners
California
$230K -$581 -9 -0.3%
AAS
440
Ameritas Advisory Services
Nebraska
$227K +$22.8K +354 +12%
FMWA
441
Forvis Mazars Wealth Advisors
Missouri
$227K +$214K +3,320 New
TCA
442
Transcend Capital Advisors
New Jersey
$226K
PFG
443
PAX Financial Group
Texas
$226K +$213K +3,307 New
IAS
444
IMA Advisory Services
Colorado
$225K
CCA
445
Checchi Capital Advisers
California
$225K +$22.1K +343 +12%
VAM
446
Verity Asset Management
North Carolina
$225K +$212K +3,281 New
BPA
447
Beacon Pointe Advisors
California
$222K +$209K +3,242 New
SIA
448
Soltis Investment Advisors
Utah
$220K +$3.1K +48 +2%
H6H
449
Hightower 6M Holding
Kansas
$220K +$207K +3,214 New
UCFA
450
United Capital Financial Advisors
Texas
$219K -$64.3K -996 -24%