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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
CFA
451
Compass Financial Advisors
Indiana
$219K
SS
452
Sunbelt Securities
Texas
$216K -$32.4K -502 -14%
AIP
453
Ameritas Investment Partners
Nebraska
$215K
PA
454
Parallel Advisors
California
$213K -$9.29K -144 -4%
RFM
455
Royal Fund Management
Florida
$213K +$65 +1 +0%
AF
456
Advisornet Financial
Minnesota
$213K +$59.6K +924 +42%
DWT
457
Dorsey & Whitney Trust
South Dakota
$211K +$968 +15 +0.5%
KCPG
458
Kavar Capital Partners Group
Kansas
$209K +$197K +3,058 New
CG
459
Caprock Group
Idaho
$208K -$710 -11 -0.4%
IFS
460
Ifrah Financial Services
Arkansas
$207K -$129 -2 -0.1%
SC
461
Savant Capital
Illinois
$206K +$195K +3,018 New
TI
462
Tidal Investments
Wisconsin
$205K +$194K +3,000 New
PWA
463
Phoenix Wealth Advisors
North Carolina
$204K +$187K +2,893 New
MCM
464
MAI Capital Management
Ohio
$203K -$22.7K -352 -11%
NRW
465
Nova R Wealth
Kansas
$201K +$1.03K +16 +0.5%
HFG
466
Heron Financial Group
New York
$201K +$189K +2,935 New
WCM
467
WealthBridge Capital Management
Ohio
$200K +$189K +2,923 New
LIM
468
Longfellow Investment Management
Massachusetts
$199K
GWM
469
Geneos Wealth Management
Colorado
$196K -$1.03K -16 -0.6%
RAM
470
Riggs Asset Management
Pennsylvania
$191K
AAP
471
Arax Advisory Partners
Colorado
$182K
DHGWA
472
Dixon Hughes Goodman Wealth Advisors
North Carolina
$182K
Jones Financial Companies
473
Jones Financial Companies
Missouri
$176K -$119K -1,840 -42%
QC
474
Quent Capital
New York
$171K +$69K +1,070 +75%
C
475
Covestor
United Kingdom
$163K +$89.7K +1,391 +141%