We are live on ! Find out more

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
JWA
601
JFS Wealth Advisors
Pennsylvania
$7K +$4K +62 +151%
AW
602
Avion Wealth
Texas
$6K
CMBA
603
C.M. Bidwell & Associates
Hawaii
$6K
TAIM
604
TD Ameritrade Investment Management
Nebraska
$6K +$194 +3 +4%
CAL
605
Capital Analysts LLC
Pennsylvania
$5K
JFA
606
JNBA Financial Advisors
Minnesota
$5K
PWMG
607
Prestige Wealth Management Group
New Jersey
$5K
PFA
608
Professional Financial Advisors
Nebraska
$5K
TFO
609
Tarbox Family Office
California
$5K
IA
610
IndexIQ Advisors
New York
$5K +$4.77K +74 New
FDCDDQ
611
Federation des caisses Desjardins du Quebec
Quebec, Canada
$4.85K
WWP
612
WR Wealth Planners
Missouri
$4.03K +$3.81K +59 New
APF
613
Alaska Permanent Fund
Alaska
$4K -$710 -11 -15%
BFEC
614
Benjamin F. Edwards & Company
Missouri
$4K
CC
615
Corsicana & Co
Texas
$4K
JWM
616
Janiczek Wealth Management
Colorado
$4K
PPWM
617
PFG Private Wealth Management
Florida
$4K
HFM
618
Hartford Financial Management
Connecticut
$3K
FMP
619
Financial Management Professionals
Texas
$3K +$387 +6 +14%
CI
620
Cordant Inc
Oregon
$3K +$2.58K +40 New
Loomis, Sayles & Company
621
Loomis, Sayles & Company
Massachusetts
$3K +$2.71K +42 New
BWM
622
BerganKDV Wealth Management
Minnesota
$2K -$10.9K -169 -85%
MCM
623
MV Capital Management
Maryland
$2K
RG
624
Retirement Group
California
$2K
WAM
625
Worth Asset Management
Texas
$2K +$1.55K +24 New