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 %
MSFP
576
Mark Sheptoff Financial Planning
Connecticut
$16.4K
FWM
577
Focused Wealth Management
New York
$16.4K +$183 +3 +1%
CWM
578
Compass Wealth Management
Connecticut
$15.7K
Acadian Asset Management
579
Acadian Asset Management
Massachusetts
$15K
EWM
580
Evermay Wealth Management
Virginia
$14.1K
MTIC
581
Missouri Trust & Investment Company
Missouri
$13.8K
RTC
582
Riverview Trust Company
Washington
$13.1K
EWA
583
EverSource Wealth Advisors
Alabama
$13.1K +$856 +14 +7%
CAL
584
Capital Advisors Ltd
Ohio
$13K -$19.4K -324 -60%
C
585
Covestor
United Kingdom
$13K +$239 +4 +2%
FFA
586
Farther Finance Advisors
California
$12.5K -$1.65K -27 -12%
CCA
587
Column Capital Advisors
Indiana
$12.2K
AWM
588
Accel Wealth Management
Iowa
$12.1K +$61 +1 +0.5%
SWM
589
Sugarloaf Wealth Management
Georgia
$10.8K
EARNEST Partners
590
EARNEST Partners
Georgia
$10.6K
VCM
591
Versant Capital Management
Arizona
$10.6K -$611 -10 -5%
TF
592
TimeScale Financial
Massachusetts
$9.96K +$183 +3 +2%
CA
593
Clearstead Advisors
Ohio
$9.84K -$16.4K -269 -63%
KHC
594
Koesten Hirschmann & Crabtree
Kansas
$9.23K
GWS
595
Glassman Wealth Services
Virginia
$9.23K -$61 -1 -0.7%
PAG
596
Paladin Advisory Group
Iowa
$8.86K +$8.86K +145 New
HB
597
Horizon Bancorp
Indiana
$8K
2L
598
25 LLC
Missouri
$7.93K +$7.93K +128 New
RDFA
599
Ritter Daniher Financial Advisory
Ohio
$7.27K +$7.27K +119 New
NIC
600
Northwest Investment Counselors
Oregon
$7.27K