We are live on ! Find out more

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
CCM
501
Covington Capital Management
California
$70K
HPC
502
HM Payson & Co
Maine
$70K
SWM
503
Spire Wealth Management
Virginia
$68K -$228K -3,528 -78%
FFC
504
First Financial Corp
Indiana
$68K
MA
505
Montag & Associates
Georgia
$68K
Rockefeller Capital Management
506
Rockefeller Capital Management
New York
$67K -$1.42K -22 -2%
MIP
507
Mondrian Investment Partners
United Kingdom
$66K
SWM
508
Selective Wealth Management
Virginia
$64K +$46.2K +716 +317%
ST
509
Smithfield Trust
Pennsylvania
$63K
GI
510
Gradient Investments
Minnesota
$63K +$645 +10 +1%
AS
511
Altshuler Shaham
Israel
$62K -$1.94K -30 -3%
CHC
512
City Holding Co
West Virginia
$61K
PCG
513
Private Capital Group
Connecticut
$60K +$11.7K +182 +26%
ZB
514
Zions Bancorporation
Utah
$59K
S
515
SignatureFD
Georgia
$58K -$23.9K -371 -30%
CSB
516
City State Bank
Iowa
$55K
Macquarie Group
517
Macquarie Group
Australia
$54.9K -$568K -8,799 -1%
WT
518
Whittier Trust
California
$53K -$103K -1,598 -67%
PB
519
Pinnacle Bancorp
Nebraska
$48K -$11.7K -182 -21%
VCM
520
Vigilant Capital Management
Maine
$48K
AP
521
Atwood & Palmer
Missouri
$47K
WFA
522
West Financial Advisors
Iowa
$47K
HWA
523
Heritage Wealth Advisors
Virginia
$45K
POIA
524
Pin Oak Investment Advisors
Texas
$45K
WT
525
Washington Trust
Rhode Island
$44K