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640 hedge funds and large institutions have $12.9B invested in Evergy in 2022 Q1 according to their latest regulatory filings, with 77 funds opening new positions, 216 increasing their positions, 215 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed

90% more call options, than puts

Call options by funds: $18.7M | Put options by funds: $9.87M

75% more funds holding in top 10

Funds holding in top 10: 47 (+3)

31% more first-time investments, than exits

New positions opened: 77 | Existing positions closed: 59

1% more funds holding

Funds holding: 631640 (+9)

0% more repeat investments, than reductions

Existing positions increased: 216 | Existing positions reduced: 215

4.42% less ownership

Funds ownership: 87.41%83% (-4.4%)

6% less capital invested

Capital invested by funds: $13.7B → $12.9B (-$786M)

Holders
640
Holders Change
+9
Holders Change %
+1.43%
% of All Funds
10.09%
Holding in Top 10
7
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+75%
% of All Funds
0.11%
New
77
Increased
216
Reduced
215
Closed
59
Calls
$18.7M
Puts
$9.87M
Net Calls
+$8.84M
Net Calls Change
+$6.06M
Name Holding Trade Value Shares
Change
Change in
Stake
SP
551
SWS Partners
Ohio
$27K +$25.8K +400 New
LSA
552
Lansing Street Advisors
Pennsylvania
$26K +$23.3K +361 New
GAM
553
Gemmer Asset Management
California
$25K
FMII
554
Farmers & Merchants Investments Inc
Nebraska
$24K -$48.4K -750 -68%
FCA
555
FinTrust Capital Advisors
South Carolina
$24K -$7.68K -119 -25%
FBT
556
First Bank & Trust
South Dakota
$24K
BC
557
Burleson & Co
California
$23K
AIM
558
Achmea Investment Management
Netherlands
$22K
EIP
559
Ellis Investment Partners
Pennsylvania
$22K
NSIM
560
North Star Investment Management
Illinois
$22K
TWA
561
TCI Wealth Advisors
Arizona
$22K
TIM
562
Tortoise Investment Management
New York
$21K
FHA
563
First Horizon Advisors
Tennessee
$20K -$75.2K -1,165 -80%
EI
564
Ellevest Inc
New York
$20K
VNA
565
Valley National Advisers
Pennsylvania
$20K +$19.3K +299 New
FWM
566
Focused Wealth Management
New York
$18K +$129 +2 +0.8%
LC
567
Lindbrook Capital
California
$17K -$2.26K -35 -12%
Acadian Asset Management
568
Acadian Asset Management
Massachusetts
$17K
ADL
569
Asset Dedication LLC
California
$16K
EWM
570
Evermay Wealth Management
Virginia
$16K
MTIC
571
Missouri Trust & Investment Company
Missouri
$15K
CT
572
Caldwell Trust
Florida
$14.4K
KC
573
Kepos Capital
New York
$14K -$74.3K -1,152 -85%
CCA
574
Column Capital Advisors
Indiana
$14K -$1.35K -21 -10%
BWM
575
Baystate Wealth Management
Massachusetts
$13K