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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
CAC
626
Certified Advisory Corp
Florida
$2K +$1.68K +26 New
DI
627
Disciplined Investments
Oklahoma
$2K +$1.68K +26 New
ACK
628
Andrew C. Karlinski
$2K +$2.13K +33 New
T
629
TCWP
Ohio
$2K +$2.45K +38 New
CB
630
CNB Bank
Pennsylvania
$1K -$3.1K -48 -76%
MCM
631
Manchester Capital Management
Vermont
$1K -$1.16K -18 -51%
FPS
632
Fieldpoint Private Securities
Connecticut
$1K
LWA
633
Lenox Wealth Advisors
New York
$1K
SC
634
Schubert & Co
Texas
$1K +$129 +2 +13%
SC
635
Siena Capital
Ohio
$1K +$516 +8 New
GKIM
636
GW&K Investment Management
Massachusetts
$1K +$968 +15 New
CIBC Private Wealth Group
637
CIBC Private Wealth Group
Georgia
$1K +$1.16K +18 New
WIM
638
Westside Investment Management
California
$80 +$74.8K +1,159 +7,727%
FGAM
639
Financial Gravity Asset Management
Texas
$19 +$4.39K +68 New
BC
640
Brookfield Corp
Ontario, Canada
-$165M -2,410,605 Closed
Qube Research & Technologies (QRT)
641
Qube Research & Technologies (QRT)
United Kingdom
-$14.1M -205,197 Closed
CA
642
Capitolis Advisors
New York
-$11M -160,949 Closed
5SA
643
5th Street Advisors
Connecticut
-$5.42M -97,672 Closed
ACI
644
AMP Capital Investors
Australia
-$3.7M -53,961 Closed
SSA
645
Schonfeld Strategic Advisors
New York
-$3.19M -46,434 Closed
LM
646
Luminus Management
Texas
-$2.71M -39,561 Closed
TAM
647
Tealwood Asset Management
Minnesota
-$2.67M -38,882 Closed
PP
648
Paloma Partners
Connecticut
-$1.11M -16,145 Closed
TC
649
TwinBeech Capital
New York
-$989K -14,422 Closed
CP
650
Castleview Partners
Texas
-$204 -13,996 Closed