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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
PO
526
Private Ocean
California
$17K
Acadian Asset Management
527
Acadian Asset Management
Massachusetts
$16K
FWM
528
Focused Wealth Management
New York
$16K +$131 +2 +0.8%
OIA
529
Optimum Investment Advisors
Illinois
$15K -$2.29K -35 -12%
ADL
530
Asset Dedication LLC
California
$15K
PFBT
531
Parkside Financial Bank & Trust
Missouri
$15K +$1.31K +20 +9%
EWM
532
Evermay Wealth Management
Virginia
$14K
SWM
533
Selective Wealth Management
Virginia
$14K
CT
534
Caldwell Trust
Florida
$13.1K
CA
535
Clearstead Advisors
Ohio
$13K +$3.54K +54 +34%
TCM
536
Tradewinds Capital Management
Washington
$13K +$10.3K +157 +262%
CCA
537
Column Capital Advisors
Indiana
$12K
FF
538
FourThought Financial
Florida
$11K -$7.8K -119 -40%
VCM
539
Versant Capital Management
Arizona
$11K -$590 -9 -5%
AWM
540
Accel Wealth Management
Iowa
$11K
BWM
541
Baystate Wealth Management
Massachusetts
$11K
EARNEST Partners
542
EARNEST Partners
Georgia
$11K
SWM
543
Sugarloaf Wealth Management
Georgia
$11K
SWA
544
Sutton Wealth Advisors
Florida
$10K
TF
545
TimeScale Financial
Massachusetts
$10K +$66 +1 +0.7%
CDIA
546
Capital Directions Investment Advisors
Georgia
$9K -$7.21K -110 -42%
IRC
547
Investors Research Corp
Georgia
$9K
GWS
548
Glassman Wealth Services
Virginia
$9K +$1.97K +30 +26%
RTL
549
Red Tortoise LLC
Georgia
$9K +$9.31K +142 New
AWA
550
Arkadios Wealth Advisors
Georgia
$8K +$66 +1 +0.8%