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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
AWM
576
Accel Wealth Management
Iowa
$13K +$65 +1 +0.5%
BC
577
Bartlett & Co
Ohio
$13K +$12.2K +189 New
BCWM
578
Bartlett & Co Wealth Management
Ohio
$12.9K +$12.2K +189 New
SWA
579
Sutton Wealth Advisors
Florida
$12.2K +$1.1K +17 +11%
EARNEST Partners
580
EARNEST Partners
Georgia
$12K
SWM
581
Sugarloaf Wealth Management
Georgia
$12K
VCM
582
Versant Capital Management
Arizona
$12K +$387 +6 +3%
CA
583
Clearstead Advisors
Ohio
$11K
CWP
584
Concord Wealth Partners
Virginia
$11K
TCM
585
Tradewinds Capital Management
Washington
$11K
TF
586
TimeScale Financial
Massachusetts
$11K +$129 +2 +1%
CTB
587
Country Trust Bank
Illinois
$10K -$7.42K -115 -44%
CAL
588
Capital Advisors Ltd
Ohio
$10K -$387 -6 -4%
IRC
589
Investors Research Corp
Georgia
$10K
PAG
590
Paladin Advisory Group
Iowa
$10K +$9.35K +145 New
CDIA
591
Capital Directions Investment Advisors
Georgia
$10K +$9.68K +150 New
GWS
592
Glassman Wealth Services
Virginia
$9K -$1.55K -24 -15%
FF
593
FourThought Financial
Florida
$8K
NIC
594
Northwest Investment Counselors
Oregon
$8K
TFGT
595
TS Financial Group (TSFG)
Illinois
$8K
BCMLT
596
Beacon Capital Management LLC (Tennessee)
Tennessee
$8K +$7.48K +116 New
WC
597
Wexford Capital
Florida
$7.81K +$7.37M +114,277 New
GCM
598
Gables Capital Management
Florida
$7K
HCP
599
Hexagon Capital Partners
Arkansas
$7K
EWA
600
EverSource Wealth Advisors
Alabama
$7K +$2.13K +33 +47%