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580 hedge funds and large institutions have $11.9B invested in Evergy in 2021 Q2 according to their latest regulatory filings, with 60 funds opening new positions, 229 increasing their positions, 164 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more repeat investments, than reductions

Existing positions increased: 229 | Existing positions reduced: 164

38% more call options, than puts

Call options by funds: $12.1M | Put options by funds: $8.77M

5% more capital invested

Capital invested by funds: $11.3B → $11.9B (+$577M)

2.02% more ownership

Funds ownership: 83.81%85.83% (+2%)

5% more first-time investments, than exits

New positions opened: 60 | Existing positions closed: 57

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

1% less funds holding

Funds holding: 584580 (-4)

Holders
580
Holders Change
-4
Holders Change %
-0.68%
% of All Funds
10.1%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.09%
New
60
Increased
229
Reduced
164
Closed
57
Calls
$12.1M
Puts
$8.77M
Net Calls
+$3.29M
Net Calls Change
-$11M
Name Holding Trade Value Shares
Change
Change in
Stake
GRP
451
Global Retirement Partners
California
$68K -$1.19K -19 -2%
S
452
SignatureFD
Georgia
$68K +$9.32K +149 +15%
CFGS
453
Concourse Financial Group Securities
Alabama
$65K +$2.19K +35 +3%
Rockefeller Capital Management
454
Rockefeller Capital Management
New York
$64K -$6.07K -97 -8%
CWA
455
Clearview Wealth Advisors
Oregon
$63K
Jones Financial Companies
456
Jones Financial Companies
Missouri
$62K -$49.4K -789 -43%
CCM
457
Covington Capital Management
California
$62K
HPC
458
HM Payson & Co
Maine
$62K
SOW
459
State of Wyoming
Wyoming
$62K +$63.8K +1,020 New
FFC
460
First Financial Corp
Indiana
$60K
MA
461
Montag & Associates
Georgia
$60K
GI
462
Gradient Investments
Minnesota
$58K
MIP
463
Mondrian Investment Partners
United Kingdom
$58K
HWA
464
Heritage Wealth Advisors
Virginia
$57.3K
CG
465
Cutler Group
California
$57K +$59.6K +953 New
ST
466
Smithfield Trust
Pennsylvania
$56K
EBA
467
Eagle Bay Advisors
New York
$56K +$55.4K +886 New
CHC
468
City Holding Co
West Virginia
$55K -$3K -48 -5%
DAC
469
Dividend Assets Capital
South Carolina
$55K
PB
470
Pinnacle Bancorp
Nebraska
$55K
SFSIG
471
San Francisco Sentry Investment Group
California
$52K
DAM
472
Delta Asset Management
Tennessee
$47K
JCM
473
Jacobi Capital Management
Pennsylvania
$46K
WTC
474
WhitTier Trust Company
Nevada
$43K
VCM
475
Vigilant Capital Management
Maine
$42K