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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
EIP
26
Epoch Investment Partners
New York
$109M -$3.42M -52,084 -3%
American Century Companies
27
American Century Companies
Missouri
$105M -$33.1M -504,573 -23%
T. Rowe Price Associates
28
T. Rowe Price Associates
Maryland
$96.4M -$107M -1,636,377 -51%
GF
29
Gabelli Funds
New York
$96.4M -$65.6K -1,000 -0.1%
Jennison Associates
30
Jennison Associates
New York
$91.1M +$543K +8,283 +0.6%
LSV Asset Management
31
LSV Asset Management
Illinois
$85.9M -$334K -5,100 -0.4%
First Trust Advisors
32
First Trust Advisors
Illinois
$81.8M +$5.77M +88,057 +7%
TSW
33
Thompson Siegel & Walmsley
Virginia
$78.3M -$2.73M -41,697 -3%
ORIO
34
Old Republic International (ORI)
Illinois
$74.3M
Charles Schwab
35
Charles Schwab
California
$74.2M +$1.4M +21,355 +2%
SI
36
Scout Investments
Missouri
$73.8M +$11.1M +169,523 +17%
APG Asset Management
37
APG Asset Management
Netherlands
$71.1M +$1.35M +20,600 +2%
Dimensional Fund Advisors
38
Dimensional Fund Advisors
Texas
$58.5M -$74.4K -1,135 -0.1%
Victory Capital Management
39
Victory Capital Management
Texas
$57M +$8.38M +127,750 +16%
Swiss National Bank
40
Swiss National Bank
Switzerland
$56.4M -$1.23M -18,800 -2%
PPA
41
Parametric Portfolio Associates
Washington
$55M +$4.68M +71,344 +9%
1832 Asset Management
42
1832 Asset Management
Ontario, Canada
$54.4M +$55.1M +840,917 +5,647%
WCM
43
Wedge Capital Management
North Carolina
$54.2M -$14.6M -222,553 -20%
Bank of America
44
Bank of America
North Carolina
$52.2M -$3.91M -59,653 -7%
Macquarie Group
45
Macquarie Group
Australia
$52M +$9.55M +145,675 +21%
UBS AM
46
UBS AM
Illinois
$46.7M -$1.47M -22,413 -3%
Sumitomo Mitsui Trust Group
47
Sumitomo Mitsui Trust Group
Japan
$46.2M -$2.33M -35,551 -5%
Citadel Advisors
48
Citadel Advisors
Florida
$44.8M +$39.8M +607,324 +534%
PCA
49
Personal Capital Advisors
California
$44.6M +$2.12M +32,353 +5%
Wellington Management Group
50
Wellington Management Group
Massachusetts
$41.4M +$1.26M +19,259 +3%