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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
SIMG
126
Sonora Investment Management Group
Arizona
$8.24M -$3.94K -61 -0.1%
Mitsubishi UFJ Asset Management
127
Mitsubishi UFJ Asset Management
Japan
$8.21M +$155K +2,400 +2%
UIM
128
USS Investment Management
United Kingdom
$7.52M +$1.21M +18,725 +21%
SIG
129
Senator Investment Group
New York
$7.52M -$4.52M -70,000 -39%
SOADOR
130
State of Alaska Department of Revenue
Alaska
$7.19M -$378K -5,862 -5%
Truist Financial
131
Truist Financial
North Carolina
$6.92M +$2.19M +33,909 +50%
OC
132
Oppenheimer & Co
New York
$6.84M -$212K -3,289 -3%
WG
133
Winton Group
United Kingdom
$6.71M +$997K +15,458 +19%
Bank of Montreal
134
Bank of Montreal
Ontario, Canada
$6.63M -$2.21M -34,234 -26%
PAM
135
Panagora Asset Management
Massachusetts
$6.6M +$1.58M +24,526 +34%
4WM
136
44 Wealth Management
Oregon
$6.52M +$6.15M +95,357 New
TCA
137
Tortoise Capital Advisors
Kansas
$6.29M +$17.7K +274 +0.3%
MOACM
138
Mutual of America Capital Management
New York
$6.15M +$125K +1,930 +2%
LNB
139
Ledyard National Bank
$6.05M +$166K +2,572 +3%
WBC
140
Westpac Banking Corp
Australia
$5.9M -$58.9K -913 -1%
BIM
141
Bridgecreek Investment Management
Oklahoma
$5.82M +$102K +1,575 +2%
Treasurer of the State of North Carolina
142
Treasurer of the State of North Carolina
North Carolina
$5.76M +$86.6K +1,343 +2%
Commonwealth Equity Services
143
Commonwealth Equity Services
Massachusetts
$5.71M -$38.6K -599 -0.7%
MHI
144
Miller Howard Investments
New York
$5.6M +$1.23K +19 +0%
FWM
145
Frontier Wealth Management
Missouri
$5.53M +$212K +3,285 +4%
Osaic Holdings
146
Osaic Holdings
Arizona
$5.43M +$36.2K +561 +1%
FCI
147
Financial Counselors Inc
Kansas
$5.22M -$15.5K -240 -0.3%
FNBT
148
FineMark National Bank & Trust
Florida
$5.21M +$212K +3,279 +4%
Retirement Systems of Alabama
149
Retirement Systems of Alabama
Alabama
$5.19M -$323 -5 -0%
RJA
150
Raymond James & Associates
Florida
$5.02M -$732K -11,342 -13%