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558 hedge funds and large institutions have $12.1B invested in Evergy in 2018 Q3 according to their latest regulatory filings, with 92 funds opening new positions, 185 increasing their positions, 192 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

104% more first-time investments, than exits

New positions opened: 92 | Existing positions closed: 45

9% more funds holding

Funds holding: 514558 (+44)

4% less capital invested

Capital invested by funds: $12.5B → $12.1B (-$440M)

4% less repeat investments, than reductions

Existing positions increased: 185 | Existing positions reduced: 192

1.14% less ownership

Funds ownership: 82.39%81.26% (-1.1%)

25% less funds holding in top 10

Funds holding in top 10: 129 (-3)

Holders
558
Holders Change
+44
Holders Change %
+8.56%
% of All Funds
12.76%
Holding in Top 10
9
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-25%
% of All Funds
0.21%
New
92
Increased
185
Reduced
192
Closed
45
Calls
$4.26M
Puts
Net Calls
+$4.26M
Net Calls Change
+$2.98M
Name Holding Trade Value Shares
Change
Change in
Stake
PCFFS
476
Pacific Center for Financial Services
California
$33K
KF
477
Krilogy Financial
Missouri
$33K +$33.8K +598 New
IBOK
478
Independence Bank of Kentucky
Kentucky
$31K +$31.5K +556 New
MSFP
479
Mark Sheptoff Financial Planning
Connecticut
$30K
CCA
480
Catalyst Capital Advisors
New York
$30K +$14.1K +250 +83%
KL
481
KWMG LLC
Kansas
$30K +$18.8K +333 +160%
WTC
482
WhitTier Trust Company
Nevada
$29K
TDC
483
Thompson Davis & Co
Virginia
$28K +$10.1K +178 +54%
JIR
484
James Investment Research
Ohio
$27K
MAM
485
Meeder Asset Management
Ohio
$25K -$556K -9,832 -95%
M
486
MOTCO
Texas
$25K +$9.28K +164 +55%
MFW
487
Mosaic Family Wealth
Missouri
$24K +$22.5K +397 New
VCM
488
Versant Capital Management
Arizona
$24K +$25.1K +444 New
WB
489
Webster Bank
Connecticut
$23K +$23.6K +418 New
GP
490
Girard Partners
Pennsylvania
$23K +$23.7K +419 New
1IA
491
1834 Investment Advisors
Wisconsin
$22K
GAM
492
Gemmer Asset Management
California
$20K -$4.64K -82 -18%
JA
493
JOYN Advisors
Georgia
$20K -$1.07K -19 -5%
WAM
494
Wealthspire Advisors (Maryland)
Maryland
$19K -$566 -10 -3%
NSIM
495
North Star Investment Management
Illinois
$18K +$18.5K +327 New
BWA
496
Burt Wealth Advisors
Maryland
$17K
CI
497
CX Institutional
Indiana
$17K
EA
498
Elm Advisors
California
$17K +$17.8K +314 New
HFM
499
Hartford Financial Management
Connecticut
$16K
TWA
500
TCI Wealth Advisors
Arizona
$16K