We are live on ! Find out more

558 hedge funds and large institutions have $12.1B invested in Evergy in 2018 Q3 according to their latest regulatory filings, with 92 funds opening new positions, 185 increasing their positions, 192 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

104% more first-time investments, than exits

New positions opened: 92 | Existing positions closed: 45

9% more funds holding

Funds holding: 514558 (+44)

4% less capital invested

Capital invested by funds: $12.5B → $12.1B (-$440M)

4% less repeat investments, than reductions

Existing positions increased: 185 | Existing positions reduced: 192

1.14% less ownership

Funds ownership: 82.39%81.26% (-1.1%)

25% less funds holding in top 10

Funds holding in top 10: 129 (-3)

Holders
558
Holders Change
+44
Holders Change %
+8.56%
% of All Funds
12.76%
Holding in Top 10
9
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-25%
% of All Funds
0.21%
New
92
Increased
185
Reduced
192
Closed
45
Calls
$4.26M
Puts
Net Calls
+$4.26M
Net Calls Change
+$2.98M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.62B +$11.2M +198,253 +0.7%
BlackRock
2
BlackRock
New York
$1.17B +$126M +2,225,498 +12%
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$785M -$131M -2,309,096 -14%
State Street
4
State Street
Massachusetts
$668M +$27M +476,762 +4%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$353M -$76.9M -1,359,581 -17%
CBOA
6
Commonwealth Bank of Australia
Australia
$323M -$10.2M -180,436 -3%
Renaissance Technologies
7
Renaissance Technologies
New York
$317M +$22.2M +392,100 +7%
ZP
8
Zimmer Partners
New York
$300M +$111M +1,970,694 +56%
Millennium Management
9
Millennium Management
New York
$286M +$69.2M +1,223,196 +31%
Franklin Resources
10
Franklin Resources
California
$263M -$5.61M -99,130 -2%
JP Morgan Chase
11
JP Morgan Chase
New York
$256M +$60.1M +1,062,203 +30%
Citadel Advisors
12
Citadel Advisors
Florida
$209M +$31.3M +553,108 +17%
Jennison Associates
13
Jennison Associates
New York
$184M +$24.4M +430,923 +15%
Geode Capital Management
14
Geode Capital Management
Massachusetts
$182M +$2.4M +42,352 +1%
Janus Henderson Group
15
Janus Henderson Group
United Kingdom
$174M +$8.66M +153,017 +5%
Northern Trust
16
Northern Trust
Illinois
$168M +$4.7M +83,162 +3%
Deutsche Bank
17
Deutsche Bank
Germany
$143M -$9.48M -167,540 -6%
Legal & General Group
18
Legal & General Group
United Kingdom
$137M +$47.5M +840,310 +51%
Bank of New York Mellon
19
Bank of New York Mellon
New York
$136M +$1.8M +31,887 +1%
Invesco
20
Invesco
Georgia
$136M +$72.9M +1,289,361 +108%
Massachusetts Financial Services
21
Massachusetts Financial Services
Massachusetts
$135M +$7.93M +140,105 +6%
DPIM
22
Duff & Phelps Investment Management
Illinois
$122M +$1.45M +25,655 +1%
Principal Financial Group
23
Principal Financial Group
Iowa
$119M -$301K -5,328 -0.2%
Goldman Sachs
24
Goldman Sachs
New York
$115M +$14M +248,171 +13%
GF
25
Gabelli Funds
New York
$113M -$30.8M -545,181 -21%