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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
CPC
476
Consolidated Planning Corp
Georgia
$59K +$62K +945 New
ST
477
Smithfield Trust
Pennsylvania
$58K
GI
478
Gradient Investments
Minnesota
$57K -$2.62K -40 -4%
DAC
479
Dividend Assets Capital
South Carolina
$57K
JCM
480
Jacobi Capital Management
Pennsylvania
$57K +$10.6K +161 +21%
CHC
481
City Holding Co
West Virginia
$56K -$656 -10 -1%
PB
482
Pinnacle Bancorp
Nebraska
$55K -$1.84K -28 -3%
DWP
483
Destiny Wealth Partners
Florida
$54K +$57K +870 New
Jones Financial Companies
484
Jones Financial Companies
Missouri
$53K -$10.9K -167 -16%
DAM
485
Delta Asset Management
Tennessee
$49K
VCM
486
Vigilant Capital Management
Maine
$48K +$4.85K +74 +11%
ZB
487
Zions Bancorporation
Utah
$48K +$39.4K +601 +343%
WTC
488
WhitTier Trust Company
Nevada
$45K
WFA
489
West Financial Advisors
Iowa
$42K
AP
490
Atwood & Palmer
Missouri
$42K +$66 +1 +0.1%
POIA
491
Pin Oak Investment Advisors
Texas
$41K +$43.3K +660 New
HWA
492
Heritage Wealth Advisors
Virginia
$40.9K -$19K -290 -31%
WT
493
Washington Trust
Rhode Island
$40K +$22.9K +349 +117%
KFI
494
Key Financial Inc
Pennsylvania
$37K
MRCM
495
M&R Capital Management
New Jersey
$37K
PCFFS
496
Pacific Center for Financial Services
California
$37K
BCA
497
Berman Capital Advisors
Georgia
$37K +$3.08K +47 +9%
IBOK
498
Independence Bank of Kentucky
Kentucky
$35K
TWM
499
Tradition Wealth Management
Minnesota
$34K
MSFP
500
Mark Sheptoff Financial Planning
Connecticut
$33K