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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
CG
601
Caprock Group
Idaho
-$354K -5,850 Closed
SS
602
Simplicity Solutions
Minnesota
-$346K -5,727 Closed
ECM
603
ExodusPoint Capital Management
New York
-$343K -5,683 Closed
MPPLM
604
Midwest Professional Planners Ltd (MPPL)
Wisconsin
-$337K -5,577 Closed
NERM
605
New England Research & Management
Illinois
-$317K -5,250 Closed
VWA
606
Visionary Wealth Advisors
Illinois
-$270K -4,462 Closed
CM
607
Capula Management
Cayman Islands
-$254K -4,201 Closed
PCIA
608
Prime Capital Investment Advisors
Kansas
-$212K -3,503 Closed
AP
609
Advisor Partners
California
-$207K -3,429 Closed
FWIA
610
Fort Washington Investment Advisors
Ohio
-$201K -3,319 Closed
TCOV
611
Trust Company of Vermont
Vermont
-$121K -2,000 Closed
BBL
612
Beck Bode LLC
Massachusetts
-$92K -1,519 Closed
MIFH
613
Migdal Insurance & Financial Holdings
Israel
-$86K -1,427 Closed
Group One Trading
614
Group One Trading
Illinois
-$92K -1,403 Closed
FI
615
Financial Insights
Washington
-$609K -1,007 Closed
BA
616
Bellwether Advisors
Nebraska
-$36K -600 Closed
SWG
617
Summit Wealth Group
Vermont
-$14K -234 Closed
MFG
618
Monumental Financial Group
Maryland
-$12K -201 Closed
RDWM
619
Red Door Wealth Management
Tennessee
-$9K -150 Closed
RTC
620
Riverview Trust Company
Washington
-$8K -129 Closed
EFSCE
621
Enterprise Financial Services Corp (EFSC)
Missouri
-$4K -59 Closed
SB
622
Strategic Blueprint
Georgia
-$2K -41 Closed
SFO
623
Standard Family Office
South Dakota
-$2K -35 Closed
TFA
624
Transamerica Financial Advisors
Florida
-$1K -5 Closed
SAI
625
Systematic Alpha Investments
New Jersey
+$66 +1 New