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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
GRP
476
Global Retirement Partners
California
$151K +$140K +2,174 New
DMBA
477
Deseret Mutual Benefit Administrators
Utah
$141K -$17.4K -269 -12%
KFS
478
Kelly Financial Services
Massachusetts
$139K +$1.16K +18 +0.9%
FA
479
Fortis Advisors
Pennsylvania
$135K +$127K +1,970 New
HI
480
Hudock Inc
Pennsylvania
$134K -$13.5K -209 -10%
JMF
481
Johnson Midwest Financial
Iowa
$128K
SIM
482
Sentry Investment Management
Wisconsin
$125K -$47K -728 -28%
FCB
483
First Command Bank
Texas
$124K
FCFS
484
First Command Financial Services
Texas
$124K
HCM
485
Huber Capital Management
California
$120K -$935K -14,494 -89%
AF
486
Allworth Financial
California
$113K
Credit Agricole
487
Credit Agricole
France
$110K +$13.7K +212 +15%
SC
488
SouthState Corp
Florida
$103K +$96.8K +1,500 New
APA
489
American Portfolios Advisors
New York
$100K +$516 +8 +0.5%
DWP
490
Destiny Wealth Partners
Florida
$100K +$24.8K +385 +36%
GWSG
491
GPS Wealth Strategies Group
Colorado
$95K
MCC
492
Money Concepts Capital
Florida
$93K +$88.1K +1,366 New
MHR
493
Matthew Hamilton Rosenberg
$91K +$85.9K +1,332 New
Skandinaviska Enskilda Banken (SEB)
494
Skandinaviska Enskilda Banken (SEB)
Sweden
$89K
QCG
495
Quadrant Capital Group
Ohio
$88K -$19.6K -304 -19%
Bessemer Group
496
Bessemer Group
New Jersey
$88K +$5.1K +79 +7%
SBL
497
Sargent Bickham Lagudis
Colorado
$82K
ASBI
498
American State Bank (Iowa)
Iowa
$81.7K
LFG
499
Larson Financial Group
Missouri
$79K
SA
500
SRH Advisors
Kansas
$74K