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591 hedge funds and large institutions have $12.3B invested in Evergy in 2021 Q3 according to their latest regulatory filings, with 57 funds opening new positions, 207 increasing their positions, 203 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

54% more first-time investments, than exits

New positions opened: 57 | Existing positions closed: 37

2% more funds holding

Funds holding: 580591 (+11)

4% more capital invested

Capital invested by funds: $11.9B → $12.3B (+$424M)

2% more repeat investments, than reductions

Existing positions increased: 207 | Existing positions reduced: 203

0.47% more ownership

Funds ownership: 85.83%86.3% (+0.47%)

22% less call options, than puts

Call options by funds: $7.48M | Put options by funds: $9.64M

40% less funds holding in top 10

Funds holding in top 10: 53 (-2)

Holders
591
Holders Change
+11
Holders Change %
+1.9%
% of All Funds
10.35%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.05%
New
57
Increased
207
Reduced
203
Closed
37
Calls
$7.48M
Puts
$9.64M
Net Calls
-$2.16M
Net Calls Change
-$5.45M
Name Holding Trade Value Shares
Change
Change in
Stake
AF
451
Advisornet Financial
Minnesota
$98K -$23.3K -355 -18%
Rockefeller Capital Management
452
Rockefeller Capital Management
New York
$96K +$32K +488 +46%
GWSG
453
GPS Wealth Strategies Group
Colorado
$91K +$1.64K +25 +2%
FHA
454
First Horizon Advisors
Tennessee
$91K +$15.5K +237 +19%
APA
455
American Portfolios Advisors
New York
$90.4K -$74.9K -1,143 -44%
S
456
SignatureFD
Georgia
$81K +$11.2K +171 +15%
SBL
457
Sargent Bickham Lagudis
Colorado
$75K
Bessemer Group
458
Bessemer Group
New Jersey
$75K +$197 +3 +0.2%
FMII
459
Farmers & Merchants Investments Inc
Nebraska
$75K +$36.1K +550 +84%
ASBI
460
American State Bank (Iowa)
Iowa
$74.4K
CFGS
461
Concourse Financial Group Securities
Alabama
$74K +$7.93K +121 +11%
LFG
462
Larson Financial Group
Missouri
$72K
GRP
463
Global Retirement Partners
California
$70K
SA
464
SRH Advisors
Kansas
$67K -$13K -199 -15%
SWM
465
Spire Wealth Management
Virginia
$65K -$28.3K -432 -29%
CWA
466
Clearview Wealth Advisors
Oregon
$65K
CCM
467
Covington Capital Management
California
$64K
HPC
468
HM Payson & Co
Maine
$64K
Capstone Investment Advisors
469
Capstone Investment Advisors
New York
$63K +$66.3K +1,011 New
FFC
470
First Financial Corp
Indiana
$62K
MA
471
Montag & Associates
Georgia
$62K
EBA
472
Eagle Bay Advisors
New York
$62K +$6.29K +96 +11%
TF
473
Tompkins Financial
New York
$62K +$65.6K +1,000 New
SOW
474
State of Wyoming
Wyoming
$61K -$2.82K -43 -4%
MIP
475
Mondrian Investment Partners
United Kingdom
$60K