We are live on ! Find out more

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
NSIM
501
North Star Investment Management
Illinois
$20K
TWA
502
TCI Wealth Advisors
Arizona
$20K +$2.13K +34 +12%
EIP
503
Ellis Investment Partners
Pennsylvania
$19K
FHC
504
First Horizon Corporation
Tennessee
$19K
TIM
505
Tortoise Investment Management
New York
$19K
EI
506
Ellevest Inc
New York
$18K
FF
507
FourThought Financial
Florida
$18K
HFA
508
Hoover Financial Advisors
Pennsylvania
$18K
WT
509
Washington Trust
Rhode Island
$18K
OIA
510
Optimum Investment Advisors
Illinois
$17K
Acadian Asset Management
511
Acadian Asset Management
Massachusetts
$16K -$26.9K -430 -62%
PCG
512
Private Capital Group
Connecticut
$16K
PO
513
Private Ocean
California
$16K
CDIA
514
Capital Directions Investment Advisors
Georgia
$16K +$16.3K +260 New
FWM
515
Focused Wealth Management
New York
$15K +$125 +2 +0.8%
ADL
516
Asset Dedication LLC
California
$14K
SWM
517
Selective Wealth Management
Virginia
$14K
SWG
518
Summit Wealth Group
Vermont
$14K
EWM
519
Evermay Wealth Management
Virginia
$14K +$14.4K +230 New
PFBT
520
Parkside Financial Bank & Trust
Missouri
$13K +$1.25K +20 +10%
CT
521
Caldwell Trust
Florida
$12.8K
M
522
MOTCO
Texas
$12K
CCA
523
Column Capital Advisors
Indiana
$12K +$12.5K +200 New
MFG
524
Monumental Financial Group
Maryland
$12K +$12.6K +201 New
VCM
525
Versant Capital Management
Arizona
$11K -$5.44K -87 -32%