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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
RCA
501
Ranch Capital Advisors
Florida
$31K +$197 +3 +0.6%
M
502
MOTCO
Texas
$31K +$19.3K +295 +145%
PA
503
PSI Advisors
Florida
$31K +$32.8K +500 New
TAM
504
Tucker Asset Management
Colorado
$30.7K +$4.85K +74 +18%
CWA
505
Carolina Wealth Advisors
South Carolina
$30K
FA
506
Financial Avengers
California
$30K +$262 +4 +0.8%
CG
507
Cutler Group
California
$29K -$31.5K -480 -50%
TC
508
Truvestments Capital
Florida
$29K +$262 +4 +0.9%
FCA
509
FinTrust Capital Advisors
South Carolina
$29K +$7.8K +119 +34%
Koshinski Asset Management
510
Koshinski Asset Management
Illinois
$27.1K +$28.6K +436 New
CTB
511
Country Trust Bank
Illinois
$26K
FFA
512
Freedman Financial Associates
Massachusetts
$26K
JWBC
513
John W. Brooker & Co
California
$26K
KFAA
514
Klaas Financial Asset Advisors
Illinois
$25K +$197 +3 +0.7%
PWMG
515
Prestige Wealth Management Group
New Jersey
$24K +$19.7K +300 +385%
GAM
516
Gemmer Asset Management
California
$23K
BC
517
Burleson & Co
California
$21K
FBT
518
First Bank & Trust
South Dakota
$21K
TWA
519
TCI Wealth Advisors
Arizona
$21K +$590 +9 +3%
AIM
520
Achmea Investment Management
Netherlands
$21K +$21.7K +331 New
EIP
521
Ellis Investment Partners
Pennsylvania
$20K
NSIM
522
North Star Investment Management
Illinois
$20K
EI
523
Ellevest Inc
New York
$19K
TIM
524
Tortoise Investment Management
New York
$19K
PCG
525
Private Capital Group
Connecticut
$17K