We are live on ! Find out more

113 hedge funds and large institutions have $232M invested in EVgo in 2021 Q3 according to their latest regulatory filings, with 74 funds opening new positions, 24 increasing their positions, 2 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,100% more repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 2

252% more first-time investments, than exits

New positions opened: 74 | Existing positions closed: 21

94% more capital invested

Capital invested by funds: $120M → $232M (+$112M)

82% more funds holding

Funds holding: 62113 (+51)

13% more call options, than puts

Call options by funds: $16.7M | Put options by funds: $14.9M

5.92% more ownership

Funds ownership: 35.54%41.46% (+5.9%)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
113
Holders Change
+51
Holders Change %
+82.26%
% of All Funds
1.98%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
74
Increased
24
Reduced
2
Closed
21
Calls
$16.7M
Puts
$14.9M
Net Calls
+$1.87M
Net Calls Change
-$18.9M
Name Holding Trade Value Shares
Change
Change in
Stake
WA
76
Winfield Associates
Ohio
$90K
OR
77
Olympiad Research
Connecticut
$90K +$111K +11,000 New
Victory Capital Management
78
Victory Capital Management
Texas
$84K +$104K +10,318 New
Osaic Holdings
79
Osaic Holdings
Arizona
$78K +$6.29K +624 +7%
New York State Common Retirement Fund
80
New York State Common Retirement Fund
New York
$61K
LSA
81
Leonteq Securities AG
Switzerland
$59.2K +$73.3K +7,268 New
PCM
82
Penserra Capital Management
California
$57K +$8.83K +875 +14%
SC
83
Shay Capital
New York
$37K +$46K +4,565 New
BWM
84
BerganKDV Wealth Management
Minnesota
$33K +$40.3K +4,000 New
FDCDDQ
85
Federation des caisses Desjardins du Quebec
Quebec, Canada
$32.6K +$40.3K +4,000 New
US Bancorp
86
US Bancorp
Minnesota
$29K +$5.04K +500 +17%
Rockefeller Capital Management
87
Rockefeller Capital Management
New York
$28K +$35.3K +3,500 New
Fifth Third Bancorp
88
Fifth Third Bancorp
Ohio
$16K
TFS
89
TrustCore Financial Services
Tennessee
$16K
SPIA
90
Steward Partners Investment Advisory
New York
$13K +$16.1K +1,600 New
CAPTRUST Financial Advisors
91
CAPTRUST Financial Advisors
North Carolina
$12K
NL
92
NVWM LLC
Pennsylvania
$8K +$10.9K +1,084 New
BCA
93
Berman Capital Advisors
Georgia
$7K
FHA
94
First Horizon Advisors
Tennessee
$6K +$8.34K +827 New
HI
95
Harbour Investments
Wisconsin
$5K +$5.9K +585 New
AA
96
Addison Advisors
Vermont
$4K +$5.04K +500 New
APWA
97
Atlas Private Wealth Advisors
New Jersey
$4K +$5.04K +500 New
BC
98
Burleson & Co
California
$4K +$5.04K +500 New
PA
99
PSI Advisors
Florida
$4K +$5.55K +550 New
LWCFA
100
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$2K

EVGO Hedge Fund Activity: Q3 2021 in Review

113 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in EVgo (EVGO) for Q3 2021, worth a combined $232M — up 94% from $120M a quarter earlier.

Buyers outnumbered sellers: 74 funds opened new EVGO positions and 21 closed out — a net gain of 53 holders — while 24 added to existing stakes and 2 trimmed.

The largest buyer was Invesco, opening a new position worth an estimated $35.5M. The largest seller was Antara Capital, exiting entirely with an estimated $15M sold.

  • 113 institutional investors held EVgo (EVGO) as of Q3 2021, up from 62 in Q2 2021.
  • Funds reported $232M of EVgo stock for Q3 2021, up 94% quarter-over-quarter.
  • 74 funds opened new EVgo positions in Q3 2021 and 21 closed out, a net change of +53 holders.
  • The largest EVgo buyer in Q3 2021 was Invesco, an estimated $35.5M added.
  • The largest EVgo seller in Q3 2021 was Antara Capital, an estimated $15M sold.

Based on aggregated 13F filings for Q3 2021.