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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
TAIM
526
TD Ameritrade Investment Management
Nebraska
$11K -$1.63K -26 -12%
ZB
527
Zions Bancorporation
Utah
$11K -$1.06K -17 -9%
EARNEST Partners
528
EARNEST Partners
Georgia
$11K
SWM
529
Sugarloaf Wealth Management
Georgia
$11K
AWM
530
Accel Wealth Management
Iowa
$11K +$63 +1 +0.5%
BWM
531
Baystate Wealth Management
Massachusetts
$11K +$63 +1 +0.5%
CA
532
Clearstead Advisors
Ohio
$10K
SWA
533
Sutton Wealth Advisors
Florida
$9.73K
IRC
534
Investors Research Corp
Georgia
$9K
TF
535
TimeScale Financial
Massachusetts
$9K +$63 +1 +0.7%
RDWM
536
Red Door Wealth Management
Tennessee
$9K +$9.38K +150 New
RTC
537
Riverview Trust Company
Washington
$8K
GWS
538
Glassman Wealth Services
Virginia
$7K +$1.31K +21 +22%
CB
539
CNB Bank
Pennsylvania
$7K +$6.07K +97 +647%
AWA
540
Arkadios Wealth Advisors
Georgia
$7K +$8.2K +131 New
EW
541
Evoke Wealth
California
$6K -$5.94K -95 -50%
CMBA
542
C.M. Bidwell & Associates
Hawaii
$6K
GCM
543
Gables Capital Management
Florida
$6K
RA
544
Resolute Advisors
California
$6K +$6.69K +107 New
WWM
545
Wolff Wiese Magana
California
$5K -$375 -6 -7%
AW
546
Avion Wealth
Texas
$5K
LC
547
Lindbrook Capital
California
$5K
OSAM
548
O'Shaughnessy Asset Management
Connecticut
$5K
PWMG
549
Prestige Wealth Management Group
New Jersey
$5K
SFP
550
Sterling Financial Planning
New Jersey
$5K