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591 hedge funds and large institutions have $12.3B invested in Evergy in 2021 Q3 according to their latest regulatory filings, with 57 funds opening new positions, 207 increasing their positions, 203 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

54% more first-time investments, than exits

New positions opened: 57 | Existing positions closed: 37

2% more funds holding

Funds holding: 580591 (+11)

4% more capital invested

Capital invested by funds: $11.9B → $12.3B (+$424M)

2% more repeat investments, than reductions

Existing positions increased: 207 | Existing positions reduced: 203

0.47% more ownership

Funds ownership: 85.83%86.3% (+0.47%)

22% less call options, than puts

Call options by funds: $7.48M | Put options by funds: $9.64M

40% less funds holding in top 10

Funds holding in top 10: 53 (-2)

Holders
591
Holders Change
+11
Holders Change %
+1.9%
% of All Funds
10.35%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.05%
New
57
Increased
207
Reduced
203
Closed
37
Calls
$7.48M
Puts
$9.64M
Net Calls
-$2.16M
Net Calls Change
-$5.45M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.79B +$36.3M +554,260 +2%
BlackRock
2
BlackRock
New York
$994M +$14.7M +224,015 +1%
State Street
3
State Street
Massachusetts
$772M +$29.5M +449,454 +4%
EIM
4
Elliott Investment Management
Florida
$656M
Fidelity Investments
5
Fidelity Investments
Massachusetts
$623M -$23.6M -360,291 -3%
Capital International Investors
6
Capital International Investors
California
$498M +$525M +8,004,103 New
Franklin Resources
7
Franklin Resources
California
$361M +$1.78M +27,095 +0.5%
CS
8
Credit Suisse
Switzerland
$297M +$17.1M +260,144 +6%
MAM
9
Magellan Asset Management
Australia
$278M -$3.35M -51,142 -1%
JP Morgan Chase
10
JP Morgan Chase
New York
$266M +$54.3M +828,077 +24%
PAMS
11
Pictet Asset Management (Switzerland)
Switzerland
$261M +$275M +4,195,762 New
Geode Capital Management
12
Geode Capital Management
Massachusetts
$261M -$2.96M -45,156 -1%
Legal & General Group
13
Legal & General Group
United Kingdom
$163M +$2.32M +35,378 +1%
Invesco
14
Invesco
Georgia
$157M -$60.9M -929,333 -27%
Mitsubishi UFJ Trust & Banking
15
Mitsubishi UFJ Trust & Banking
Japan
$150M -$33.6M -511,965 -18%
BEP
16
Bluescape Energy Partners
Texas
$147M +$6.5M +99,089 +4%
BC
17
Brookfield Corp
Ontario, Canada
$145M +$2.61M +39,783 +2%
N
18
Nuveen
North Carolina
$138M -$16.4M -249,627 -10%
Northern Trust
19
Northern Trust
Illinois
$137M -$1.15M -17,514 -0.8%
Massachusetts Financial Services
20
Massachusetts Financial Services
Massachusetts
$137M +$277K +4,226 +0.2%
DPIM
21
Duff & Phelps Investment Management
Illinois
$127M +$18.8M +286,330 +16%
Cohen & Steers
22
Cohen & Steers
New York
$117M -$43M -655,083 -26%
Ameriprise
23
Ameriprise
Minnesota
$112M +$58M +884,431 +97%
California Public Employees Retirement System
24
California Public Employees Retirement System
California
$110M +$1.64M +25,053 +1%
Bank of New York Mellon
25
Bank of New York Mellon
New York
$110M -$606K -9,247 -0.5%