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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
Vanguard Group
1
Vanguard Group
Pennsylvania
$2.01B +$32.9M +509,404 +2%
BlackRock
2
BlackRock
New York
$1.12B -$46.1M -715,011 -4%
State Street
3
State Street
Massachusetts
$948M +$87.5M +1,356,321 +11%
Capital International Investors
4
Capital International Investors
California
$892M +$244M +3,777,012 +41%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$489M -$197M -3,048,033 -30%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$307M +$12.2M +188,939 +4%
Franklin Resources
7
Franklin Resources
California
$281M -$99.5M -1,542,522 -27%
MAM
8
Magellan Asset Management
Australia
$278M -$27M -418,035 -9%
Invesco
9
Invesco
Georgia
$263M -$12.3M -190,904 -5%
PAMS
10
Pictet Asset Management (Switzerland)
Switzerland
$258M -$6M -92,947 -2%
JP Morgan Chase
11
JP Morgan Chase
New York
$255M -$14.4M -223,056 -6%
Mitsubishi UFJ Trust & Banking
12
Mitsubishi UFJ Trust & Banking
Japan
$236M +$69.3M +1,074,847 +45%
BEP
13
Bluescape Energy Partners
Texas
$182M
Legal & General Group
14
Legal & General Group
United Kingdom
$178M -$2.56M -39,686 -1%
Northern Trust
15
Northern Trust
Illinois
$163M +$14M +217,309 +10%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$159M -$1.75M -27,143 -1%
Cohen & Steers
17
Cohen & Steers
New York
$154M +$33.9M +525,589 +31%
EIM
18
Elliott Investment Management
Florida
$153M -$463M -7,173,712 -76%
Massachusetts Financial Services
19
Massachusetts Financial Services
Massachusetts
$147M -$3.34M -51,783 -2%
DPIM
20
Duff & Phelps Investment Management
Illinois
$139M -$7.1M -110,097 -5%
Ameriprise
21
Ameriprise
Minnesota
$133M +$9.74M +150,949 +8%
California Public Employees Retirement System
22
California Public Employees Retirement System
California
$117M -$1.16M -18,035 -1%
EIP
23
Epoch Investment Partners
New York
$114M +$3.67M +56,824 +4%
First Trust Advisors
24
First Trust Advisors
Illinois
$113M +$2.14M +33,118 +2%
Citadel Advisors
25
Citadel Advisors
Florida
$107M +$101M +1,569,467 New