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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
ADL
526
Asset Dedication LLC
California
$8K +$8.48K +150 New
GWS
527
Glassman Wealth Services
Virginia
$7K
MA
528
MUFG Americas
New York
$7K
TL
529
TrueWealth LLC
Georgia
$7K
PFBT
530
Parkside Financial Bank & Trust
Missouri
$7K +$679 +12 +10%
NFG
531
Next Financial Group
Texas
$7K +$6.73K +119 New
BFEC
532
Benjamin F. Edwards & Company
Missouri
$6K
SWMG
533
Signature Wealth Management Group
Georgia
$6K +$1.98K +35 +53%
CFD
534
Creative Financial Designs
Indiana
$6K +$6K +106 New
SWA
535
Sutton Wealth Advisors
Florida
$5.82K +$6K +106 New
RCAG
536
Rehmann Capital Advisory Group
Michigan
$5.39K
GCM
537
Gables Capital Management
Florida
$5K
ZB
538
Zions Bancorporation
Utah
$5K +$2.88K +51 +128%
GWA
539
Guidant Wealth Advisors
Illinois
$4K
TFO
540
Tarbox Family Office
California
$4K +$3.68K +65 New
FDCDDQ
541
Federation des caisses Desjardins du Quebec
Quebec, Canada
$3.9K
RFM
542
Royal Fund Management
Florida
$3K
DWM
543
Destination Wealth Management
California
$3K +$2.6K +46 New
WCM
544
Whitener Capital Management
North Carolina
$3K +$3.68K +65 New
LWA
545
Lenox Wealth Advisors
New York
$2K
SIS
546
Sound Income Strategies
Florida
$2K
HR
547
Howe & Rusling
New York
$2K +$396 +7 +25%
MWPCG
548
Measured Wealth Private Client Group
New Hampshire
$2K +$1.58K +28 New
VNA
549
Valley National Advisers
Pennsylvania
$1K
WA
550
WealthTrust-Arizona
Arizona
$1K