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190 hedge funds and large institutions have $161M invested in EVgo in 2023 Q3 according to their latest regulatory filings, with 30 funds opening new positions, 61 increasing their positions, 43 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

55% more call options, than puts

Call options by funds: $9.8M | Put options by funds: $6.33M

42% more repeat investments, than reductions

Existing positions increased: 61 | Existing positions reduced: 43

15% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 26

1.76% more ownership

Funds ownership: 44.65%46.42% (+1.8%)

2% more funds holding

Funds holding: 187190 (+3)

11% less capital invested

Capital invested by funds: $181M → $161M (-$20M)

Holders
190
Holders Change
+3
Holders Change %
+1.6%
% of All Funds
3.02%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
30
Increased
61
Reduced
43
Closed
26
Calls
$9.8M
Puts
$6.33M
Net Calls
+$3.48M
Net Calls Change
+$3.88M
Name Holding Trade Value Shares
Change
Change in
Stake
Belvedere Trading
76
Belvedere Trading
Illinois
$104K +$82.8K +20,108 +188%
PWMG
77
Pinnacle Wealth Management Group
Michigan
$103K -$2.06K -500 -2%
ZIG
78
Zullo Investment Group
Pennsylvania
$103K -$1.65K -400 -1%
Cambridge Investment Research Advisors
79
Cambridge Investment Research Advisors
Iowa
$102K -$84.4K -20,498 -40%
GF
80
Gabelli Funds
New York
$101K
State Board of Administration of Florida Retirement System
81
State Board of Administration of Florida Retirement System
Florida
$98.6K +$36.2K +8,800 +43%
RJA
82
Raymond James & Associates
Florida
$97.5K +$2.78K +675 +2%
ASRS
83
Arizona State Retirement System
Arizona
$97.2K +$1.6K +389 +1%
Mirae Asset Global Investments
84
Mirae Asset Global Investments
South Korea
$95K
SI
85
SCP Investment
California
$94.6K +$74.1K +18,000 +180%
IEFM
86
IQ EQ Fund Management
Ireland
$93.3K +$114K +27,602 New
PIA
87
Perennial Investment Advisors
California
$84.5K
Mariner
88
Mariner
Kansas
$75.7K +$37.3K +9,055 +68%
Royal Bank of Canada
89
Royal Bank of Canada
Ontario, Canada
$73K -$141K -34,263 -61%
RJFSA
90
Raymond James Financial Services Advisors
Florida
$67.5K +$7.04K +1,709 +9%
HighTower Advisors
91
HighTower Advisors
Illinois
$67K +$22.1K +5,375 +37%
New York State Common Retirement Fund
92
New York State Common Retirement Fund
New York
$60.8K +$231 +56 +0.3%
CW
93
Connectus Wealth
Ohio
$56.8K +$69.1K +16,794 New
PAG
94
Private Advisory Group
Washington
$55.4K -$1.21M -294,529 -95%
PI
95
PFG Investments
New York
$55.2K +$2.88K +700 +4%
Citigroup
96
Citigroup
New York
$54.8K -$65.2K -15,828 -49%
HWM
97
HB Wealth Management
Georgia
$54.4K -$1.11K -270 -2%
KAS
98
Kestra Advisory Services
Texas
$53.4K +$4.03K +980 +7%
SIM
99
Sandia Investment Management
Massachusetts
$52.5K
MWM
100
Meridian Wealth Management
Kentucky
$51.9K +$15.2K +3,700 +32%

EVGO Hedge Fund Activity: Q3 2023 in Review

190 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in EVgo (EVGO) for Q3 2023, worth a combined $161M — down 11% from $181M a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new EVGO positions and 26 closed out — a net gain of 4 holders — while 61 added to existing stakes and 43 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $8.57M. The largest seller was CIBC Private Wealth Group, exiting entirely with an estimated $4.97M sold.

  • 190 institutional investors held EVgo (EVGO) as of Q3 2023, up from 187 in Q2 2023.
  • Funds reported $161M of EVgo stock for Q3 2023, down 11% quarter-over-quarter.
  • 30 funds opened new EVgo positions in Q3 2023 and 26 closed out, a net change of +4 holders.
  • The largest EVgo buyer in Q3 2023 was Wellington Management Group, an estimated $8.57M added.
  • The largest EVgo seller in Q3 2023 was CIBC Private Wealth Group, an estimated $4.97M sold.

Based on aggregated 13F filings for Q3 2023.