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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
CA
676
CoreCap Advisors
Michigan
-$89K -1,295 Closed
SOW
677
State of Wyoming
Wyoming
-$72K -1,056 Closed
PCMC
678
Paragon Capital Management (Colorado)
Colorado
-$69K -1,000 Closed
WFS
679
Widmann Financial Services
Maryland
-$68K -1,000 Closed
ACM
680
Aquatic Capital Management
Illinois
-$62K -900 Closed
DAM
681
Delta Asset Management
Tennessee
-$54K -780 Closed
MAM
682
Mystic Asset Management
Rhode Island
-$53K -777 Closed
BHWM
683
Beaird Harris Wealth Management
Texas
-$48K -700 Closed
TC
684
Truvestments Capital
Florida
-$32K -466 Closed
FPWM
685
FSB Premier Wealth Management
Iowa
-$27K -406 Closed
KPCM
686
Kings Point Capital Management
New York
-$18K -269 Closed
EBA
687
Eagle Bay Advisors
New York
-$14K -207 Closed
SCA
688
Stonebridge Capital Advisors
Minnesota
-$11K -165 Closed
CWA
689
Clearview Wealth Advisors
Oregon
-$10K -150 Closed
RF
690
Robbins Farley
New Hampshire
-$7K -101 Closed
RPCONE
691
Retirement Planning Company of New England
Rhode Island
-$5K -85 Closed
TC
692
TAP Consulting
Missouri
-$5K -72 Closed
IPW
693
IronBridge Private Wealth
Texas
-$5K -70 Closed
WWM
694
Wolff Wiese Magana
California
-$4K -64 Closed
AWA
695
Amplius Wealth Advisors
Pennsylvania
-$2K -41 Closed
EWM
696
Edge Wealth Management
New York
-$2K -25 Closed
TFS
697
TrustCore Financial Services
Tennessee
-$1K -17 Closed
SCA
698
Snowden Capital Advisors
New York
-$1K -15 Closed
CWC
699
Carolinas Wealth Consulting
North Carolina
-$323 -5 -42%