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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
GF
26
Gabelli Funds
New York
$105M -$1.06M -16,500 -1%
Victory Capital Management
27
Victory Capital Management
Texas
$104M +$30.4M +470,761 +45%
American Century Companies
28
American Century Companies
Missouri
$99.7M -$45.6M -707,614 -33%
Jennison Associates
29
Jennison Associates
New York
$99.5M
LSV Asset Management
30
LSV Asset Management
Illinois
$94.4M -$2.88M -44,700 -3%
Charles Schwab
31
Charles Schwab
California
$88.2M +$2.94M +45,647 +4%
TSW
32
Thompson Siegel & Walmsley
Virginia
$83.5M +$3.2M +49,605 +4%
APG Asset Management
33
APG Asset Management
Netherlands
$81.2M +$25.8K +400 +0%
ORIO
34
Old Republic International (ORI)
Illinois
$80.2M -$1.31M -20,334 -2%
SI
35
Scout Investments
Missouri
$77.1M -$1.95M -30,298 -3%
Swiss National Bank
36
Swiss National Bank
Switzerland
$67.9M +$7.85M +121,700 +14%
Allianz Asset Management
37
Allianz Asset Management
Germany
$67.4M +$24.2M +374,429 +61%
PPA
38
Parametric Portfolio Associates
Washington
$62.5M +$290K +4,503 +0.5%
N
39
Nuveen
North Carolina
$60.6M -$77.4M -1,199,087 -56%
1832 Asset Management
40
1832 Asset Management
Ontario, Canada
$60.4M +$2.09M +32,475 +4%
Dimensional Fund Advisors
41
Dimensional Fund Advisors
Texas
$59.9M -$564K -8,740 -1%
VNIM
42
Vaughan Nelson Investment Management
Texas
$59.4M +$20.4M +316,390 +57%
Morgan Stanley
43
Morgan Stanley
New York
$58.9M -$7.33M -113,613 -12%
ZP
44
Zimmer Partners
New York
$58.4M +$55.1M +853,948 New
UBS AM
45
UBS AM
Illinois
$58.3M +$2.21M +34,295 +4%
PCA
46
Personal Capital Advisors
California
$53M +$2.11M +32,696 +4%
Bank of America
47
Bank of America
North Carolina
$53M -$4.54M -70,368 -8%
Sumitomo Mitsui Trust Group
48
Sumitomo Mitsui Trust Group
Japan
$50M +$1.24M +19,276 +3%
Wellington Management Group
49
Wellington Management Group
Massachusetts
$43.3M -$816K -12,654 -2%
Goldman Sachs
50
Goldman Sachs
New York
$41.6M +$2.23M +34,600 +6%