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558 hedge funds and large institutions have $12.1B invested in Evergy in 2018 Q3 according to their latest regulatory filings, with 92 funds opening new positions, 185 increasing their positions, 192 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

104% more first-time investments, than exits

New positions opened: 92 | Existing positions closed: 45

9% more funds holding

Funds holding: 514558 (+44)

4% less capital invested

Capital invested by funds: $12.5B → $12.1B (-$440M)

4% less repeat investments, than reductions

Existing positions increased: 185 | Existing positions reduced: 192

1.14% less ownership

Funds ownership: 82.39%81.26% (-1.1%)

25% less funds holding in top 10

Funds holding in top 10: 129 (-3)

Holders
558
Holders Change
+44
Holders Change %
+8.56%
% of All Funds
12.76%
Holding in Top 10
9
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-25%
% of All Funds
0.21%
New
92
Increased
185
Reduced
192
Closed
45
Calls
$4.26M
Puts
Net Calls
+$4.26M
Net Calls Change
+$2.98M
Name Holding Trade Value Shares
Change
Change in
Stake
Jacobs Levy Equity Management
576
Jacobs Levy Equity Management
New Jersey
-$720K -12,814 Closed
LCM
577
Leisure Capital Management
California
-$532K -9,477 Closed
Connor, Clark & Lunn Investment Management (CC&L)
578
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
-$474K -8,450 Closed
LCS
579
Levin Capital Strategies
New York
-$329K -5,865 Closed
CFB
580
Cullen/Frost Bankers
Texas
-$298K -5,305 Closed
LWAC
581
Laurel Wealth Advisors (California)
California
-$293K -5,230 Closed
GT
582
Glenmede Trust
Pennsylvania
-$259K -4,614 Closed
IAA
583
Independent Advisor Alliance
North Carolina
-$254K -4,515 Closed
Tudor Investment Corp
584
Tudor Investment Corp
Connecticut
-$236K -4,205 Closed
CA
585
Cetera Advisors
Colorado
-$200K -3,541 Closed
PIA
586
Piedmont Investment Advisors
North Carolina
-$179K -3,179 Closed
KCPG
587
Kavar Capital Partners Group
Kansas
-$152K -2,706 Closed
RWP
588
RWA Wealth Partners
Massachusetts
-$101K -1,794 Closed
Envestnet Asset Management
589
Envestnet Asset Management
Illinois
-$50K -886 Closed
FMTCOCP
590
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
-$27K -485 Closed
PCIA
591
Prime Capital Investment Advisors
Kansas
-$24K -424 Closed
ME
592
McIlrath & Eck
Washington
-$19K -344 Closed
WAP
593
Wealthcare Advisory Partners
Pennsylvania
-$17K -307 Closed
Bessemer Group
594
Bessemer Group
New Jersey
-$13K -240 Closed
CPA
595
Clear Perspective Advisors
Illinois
-$17K -56 Closed
RWA
596
Ropes Wealth Advisors
Massachusetts
-$3K -45 Closed
AC
597
Avestar Capital
New York
-$1.47K -26 -74%
ACS
598
Archford Capital Strategies
Illinois
-$1K -17 Closed
APSP
599
Asset Planning Services (Pennsylvania)
Pennsylvania
-$1K -11 Closed
Group One Trading
600
Group One Trading
Illinois
-$170 -3 Closed