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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
CWP
576
Concord Wealth Partners
Virginia
$2K -$2.75K -42 -63%
BWM
577
BerganKDV Wealth Management
Minnesota
$2K
RG
578
Retirement Group
California
$2K
TFGT
579
TS Financial Group (TSFG)
Illinois
$2K
EWM
580
Edge Wealth Management
New York
$2K +$1.64K +25 New
CI Investments Inc
581
CI Investments Inc
Ontario, Canada
$2K +$1.84K +28 New
Walleye Capital
582
Walleye Capital
New York
$1.06K -$4.04M -61,613 -78%
CWC
583
Carolinas Wealth Consulting
North Carolina
$1K
MCM
584
MV Capital Management
Maryland
$1K +$590 +9 +69%
FPS
585
Fieldpoint Private Securities
Connecticut
$1K +$721 +11 New
NFG
586
Next Financial Group
Texas
$1K +$1.38K +21 New
WQ
587
Wealth Quarterback
New Jersey
$1K +$32.1K +490 +6,125%
LC
588
LNZ Capital
New York
-$18.1M -300,000 Closed
Royal London Asset Management
589
Royal London Asset Management
United Kingdom
-$5.05M -83,634 Closed
QSS
590
Quantitative Systematic Strategies
Florida
-$1.51M -25,005 Closed
Wealth Enhancement Advisory Services
591
Wealth Enhancement Advisory Services
Minnesota
-$1.1M -17,419 Closed
Holocene Advisors
592
Holocene Advisors
New York
-$921K -15,246 Closed
ACM
593
Alethea Capital Management
Washington
-$766K -12,684 Closed
TCM
594
Tuttle Capital Management
Connecticut
-$599K -9,915 Closed
DLG
595
Daniel L. Goodwin
-$590K -9,800 Closed
RM
596
Resource Management
Louisiana
-$424K -7,022 Closed
BC
597
Bridgefront Capital
Texas
-$421K -6,964 Closed
B
598
BP
United Kingdom
-$376K -6,216 Closed
SIP
599
Stoneridge Investment Partners
Pennsylvania
-$369K -6,100 Closed
Nomura Holdings
600
Nomura Holdings
Japan
-$363K -5,990 Closed