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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
RMAM
501
Raab & Moskowitz Asset Management
New Jersey
$16K +$17K +300 New
OIA
502
Optimum Investment Advisors
Illinois
$15K
VFA
503
Valeo Financial Advisors
Indiana
$14K -$2.15K -38 -13%
PCG
504
Private Capital Group
Connecticut
$14K
Fifth Third Bancorp
505
Fifth Third Bancorp
Ohio
$14K +$10.2K +180 +222%
AIM
506
Arcadia Investment Management
Michigan
$13K
FWM
507
Focused Wealth Management
New York
$13K
BWM
508
Baystate Wealth Management
Massachusetts
$13K +$13.4K +237 New
CIA
509
CSat Investment Advisory
Michigan
$12K -$962 -17 -7%
CAW
510
Cornerstone Advisors (Washington)
Washington
$11K -$3.51K -62 -24%
AssetMark Inc
511
AssetMark Inc
California
$11K
HNB
512
Huntington National Bank
Ohio
$11K
FPFS
513
First Personal Financial Services
North Carolina
$11K +$1.87K +33 +19%
YWP
514
YorkBridge Wealth Partners
New York
$11K +$10.8K +191 New
TPWA
515
TRUE Private Wealth Advisors
Oregon
$10.2K +$10.5K +186 New
EFSCE
516
Enterprise Financial Services Corp (EFSC)
Missouri
$10K -$970K -17,148 -99%
EARNEST Partners
517
EARNEST Partners
Georgia
$10K
ICM
518
IMS Capital Management
Oregon
$10K +$10.1K +179 New
CFG
519
Citizens Financial Group
Rhode Island
$9K
CAG
520
Csenge Advisory Group
Florida
$9K +$8.82K +156 New
BFC
521
Bedel Financial Consulting
Indiana
$8K
CBT
522
Capital Bank & Trust
California
$8K
FGAM
523
Financial Gravity Asset Management
Texas
$8K
ST
524
Smithfield Trust
Pennsylvania
$8K
SMFS
525
Squar Milner Financial Services
California
$8K +$7.86K +139 New