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580 hedge funds and large institutions have $11.9B invested in Evergy in 2021 Q2 according to their latest regulatory filings, with 60 funds opening new positions, 229 increasing their positions, 164 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more repeat investments, than reductions

Existing positions increased: 229 | Existing positions reduced: 164

38% more call options, than puts

Call options by funds: $12.1M | Put options by funds: $8.77M

5% more capital invested

Capital invested by funds: $11.3B → $11.9B (+$577M)

2.02% more ownership

Funds ownership: 83.81%85.83% (+2%)

5% more first-time investments, than exits

New positions opened: 60 | Existing positions closed: 57

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

1% less funds holding

Funds holding: 584580 (-4)

Holders
580
Holders Change
-4
Holders Change %
-0.68%
% of All Funds
10.1%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.09%
New
60
Increased
229
Reduced
164
Closed
57
Calls
$12.1M
Puts
$8.77M
Net Calls
+$3.29M
Net Calls Change
-$11M
Name Holding Trade Value Shares
Change
Change in
Stake
PMAS
476
PNC Managed Account Solutions
Texas
$42K +$43.7K +698 New
AP
477
Atwood & Palmer
Missouri
$41K
WFA
478
West Financial Advisors
Iowa
$41K
FMII
479
Farmers & Merchants Investments Inc
Nebraska
$39K
KFI
480
Key Financial Inc
Pennsylvania
$39K
MRCM
481
M&R Capital Management
New Jersey
$36K
PCFFS
482
Pacific Center for Financial Services
California
$36K
BA
483
Bellwether Advisors
Nebraska
$36K +$37.5K +600 New
IBOK
484
Independence Bank of Kentucky
Kentucky
$34K
MSFP
485
Mark Sheptoff Financial Planning
Connecticut
$33K
TWM
486
Tradition Wealth Management
Minnesota
$33K
BCA
487
Berman Capital Advisors
Georgia
$33K +$4.19K +67 +14%
RCA
488
Ranch Capital Advisors
Florida
$30K +$9.51K +152 +44%
CWA
489
Carolina Wealth Advisors
South Carolina
$29K
FA
490
Financial Avengers
California
$29K +$250 +4 +0.8%
TC
491
Truvestments Capital
Florida
$28K +$250 +4 +0.9%
FFA
492
Freedman Financial Associates
Massachusetts
$26K +$250 +4 +1%
JWBC
493
John W. Brooker & Co
California
$25K
CTB
494
Country Trust Bank
Illinois
$25K +$7.19K +115 +39%
TAM
495
Tucker Asset Management
Colorado
$24.7K +$3.32K +53 +15%
KFAA
496
Klaas Financial Asset Advisors
Illinois
$24K +$188 +3 +0.7%
GAM
497
Gemmer Asset Management
California
$22K
FCA
498
FinTrust Capital Advisors
South Carolina
$21K
FBT
499
First Bank & Trust
South Dakota
$21K
BC
500
Burleson & Co
California
$20K