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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
HWA
451
Heritage Wealth Advisors
Virginia
$63K +$65.3K +1,154 New
FFC
452
First Financial Corp
Indiana
$55K -$56.6K -1,000 -50%
VCM
453
Vigilant Capital Management
Maine
$55K
CIM
454
Centersquare Investment Management
Pennsylvania
$55K +$10.7K +190 +24%
GI
455
Gradient Investments
Minnesota
$54K -$11.3K -200 -17%
GRP
456
Global Retirement Partners
California
$51K +$26.4K +467 +103%
FMII
457
Farmers & Merchants Investments Inc
Nebraska
$50K +$51.4K +908 New
DSI
458
Daiwa SB Investments
Japan
$48K -$5.66K -100 -10%
MCM
459
Mainstay Capital Management
Michigan
$48K +$49.9K +882 New
FANJ
460
Financial Architects (New Jersey)
New Jersey
$45K +$9.62K +170 +26%
Acadian Asset Management
461
Acadian Asset Management
Massachusetts
$44K
MSA
462
Marino Stram & Associates
Massachusetts
$44K
DAM
463
Delta Asset Management
Tennessee
$44K +$31.7K +560 +224%
GLI
464
Guardian Life Insurance
New York
$43K +$1.64K +29 +4%
QCG
465
Quadrant Capital Group
Ohio
$42K -$1.24K -22 -3%
JCM
466
Jacobi Capital Management
Pennsylvania
$42K
FMT
467
First Mercantile Trust
Tennessee
$41K -$78.6K -1,390 -65%
SLF
468
Sun Life Financial
Ontario, Canada
$40K -$12.2K -215 -23%
CC
469
Claybrook Capital
Massachusetts
$38K
ONST
470
Old North State Trust
North Carolina
$38K +$39.9K +705 New
AP
471
Atwood & Palmer
Missouri
$36K
SSB
472
Sandy Spring Bank
Maryland
$35K
AW
473
Alpha Windward
Massachusetts
$34K +$34.7K +613 New
LM
474
Luminus Management
Texas
$33K +$25.9M +458,107 +320%
KA
475
Kaizen Advisory
Illinois
$33K