We are live on ! Find out more

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
RA
551
Resolute Advisors
California
$7K
LC
552
Lindbrook Capital
California
$7K +$1.18K +18 +20%
AW
553
Avion Wealth
Texas
$6K
CMBA
554
C.M. Bidwell & Associates
Hawaii
$6K
GCM
555
Gables Capital Management
Florida
$6K
CAL
556
Capital Analysts LLC
Pennsylvania
$5K
JFA
557
JNBA Financial Advisors
Minnesota
$5K
OSAM
558
O'Shaughnessy Asset Management
Connecticut
$5K
SFP
559
Sterling Financial Planning
New Jersey
$5K
TFO
560
Tarbox Family Office
California
$5K
CFA
561
Carroll Financial Associates
North Carolina
$5K +$1.44K +22 +35%
JWM
562
Janiczek Wealth Management
Colorado
$5K +$1.44K +22 +37%
FDCDDQ
563
Federation des caisses Desjardins du Quebec
Quebec, Canada
$4.42K
CB
564
CNB Bank
Pennsylvania
$4K -$3.21K -49 -44%
WWM
565
Wolff Wiese Magana
California
$4K -$918 -14 -18%
CC
566
Corsicana & Co
Texas
$4K
IPW
567
IronBridge Private Wealth
Texas
$4K
PFA
568
Professional Financial Advisors
Nebraska
$4K
BFEC
569
Benjamin F. Edwards & Company
Missouri
$4K +$1.31K +20 +45%
Nisa Investment Advisors
570
Nisa Investment Advisors
Missouri
$3.9K +$197K +3,000 +5%
TAIM
571
TD Ameritrade Investment Management
Nebraska
$3K -$8.26K -126 -69%
FMP
572
Financial Management Professionals
Texas
$3K
HFM
573
Hartford Financial Management
Connecticut
$3K
BIA
574
Bell Investment Advisors
California
$3K +$3.67K +56 New
PPWM
575
PFG Private Wealth Management
Florida
$3K +$3.67K +56 New