648 hedge funds and large institutions have $11.8B invested in Evergy in 2023 Q1 according to their latest regulatory filings, with 62 funds opening new positions, 249 increasing their positions, 219 reducing their positions, and 78 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
648
Holders Change
-34
Holders Change %
-4.99%
% of All Funds
10.37%
Holding in Top 10
2
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-77.78%
% of All Funds
0.03%
New
62
Increased
249
Reduced
219
Closed
78
Calls
$4.44M
Puts
$587K
Net Calls
+$3.85M
Net Calls Change
-$3.57M
Name Holding Trade Value Shares
Change
Shares
Change %
AWM
526
Avior Wealth Management
Nebraska
$51.4K +$51.4K +840 New
CHC
527
City Holding Co
West Virginia
$49.4K
CSB
528
City State Bank
Iowa
$49K
HWA
529
Heritage Wealth Advisors
Virginia
$48.9K
WT
530
Whittier Trust
California
$47.7K
SWM
531
Spire Wealth Management
Virginia
$44.4K +$15.4K +252 +53%
Capstone Investment Advisors
532
Capstone Investment Advisors
New York
$43.4K -$248K -4,059 -85%
PFBT
533
Parkside Financial Bank & Trust
Missouri
$42.7K +$489 +8 +1%
GI
534
Gradient Investments
Minnesota
$42.3K -$795 -13 -2%
ZB
535
Zions Bancorporation
Utah
$42.1K -$489 -8 -1%
AP
536
Atwood & Palmer
Missouri
$40K
POIA
537
Pin Oak Investment Advisors
Texas
$40K
WT
538
Washington Trust
Rhode Island
$39.5K
TWC
539
TD Waterhouse Canada
Ontario, Canada
$38.2K +$1.51K +25 +4%
TWM
540
Tradition Wealth Management
Minnesota
$38K +$4.02K +65 +12%
DIP
541
DT Investment Partners
Pennsylvania
$37.5K
MRCM
542
M&R Capital Management
New Jersey
$37.3K
Loomis, Sayles & Company
543
Loomis, Sayles & Company
Massachusetts
$37K +$6.02K +99 +19%
KFI
544
Key Financial Inc
Pennsylvania
$36.6K
PCFFS
545
Pacific Center for Financial Services
California
$36.6K +$36.6K +598 New
CTA
546
Colonial Trust Advisors
South Carolina
$36.5K -$122 -2 -0.3%
WTC
547
WhitTier Trust Company
Nevada
$34.9K
IBOK
548
Independence Bank of Kentucky
Kentucky
$34K
MFC
549
Mechanics Financial Corp
Ohio
$31.8K
FA
550
Financial Avengers
California
$31.7K +$306 +5 +1%