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 %
PA
551
PSI Advisors
Florida
$30.6K
M
552
MOTCO
Texas
$30.5K
TC
553
Truvestments Capital
Florida
$29.8K -$1.89K -31 -6%
CWA
554
Carolina Wealth Advisors
South Carolina
$29.2K
PTC
555
Private Trust Company
Ohio
$28.4K
SSG
556
Summit Securities Group
New York
$28K +$13.5K +217 +93%
DAC
557
Dividend Assets Capital
South Carolina
$27K
TWA
558
TCI Wealth Advisors
Arizona
$25.2K +$5.5K +90 +28%
RTL
559
Red Tortoise LLC
Georgia
$25.1K +$22.3K +365 +793%
AAG
560
Armstrong Advisory Group
Massachusetts
$24.6K -$7.34K -120 -23%
FMII
561
Farmers & Merchants Investments Inc
Nebraska
$24.3K +$917 +15 +4%
BWM
562
BerganKDV Wealth Management
Minnesota
$23.5K +$22.3K +365 +1,921%
CT
563
Cambridge Trust
Massachusetts
$22.9K
FCA
564
FinTrust Capital Advisors
South Carolina
$22.3K
LC
565
Lindbrook Capital
California
$21.9K +$2.45K +40 +13%
AIM
566
Achmea Investment Management
Netherlands
$21K
BWM
567
Baystate Wealth Management
Massachusetts
$19.2K -$7.9K -129 -29%
TIM
568
Tortoise Investment Management
New York
$19.1K
VNA
569
Valley National Advisers
Pennsylvania
$19K
WIM
570
WealthPlan Investment Management
Nebraska
$18.3K +$18.3K +300 New
FSWA
571
Financial Synergies Wealth Advisors
Texas
$18.3K +$18.3K +299 New
EI
572
Ellevest Inc
New York
$18.3K
FDCC
573
Foster Dykema Cabot & Co
Massachusetts
$18K +$18K +299 New
HCP
574
Hexagon Capital Partners
Arkansas
$17.2K +$2.69K +44 +18%
NSIM
575
North Star Investment Management
Illinois
$16.9K -$3.61K -59 -18%