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184 hedge funds and large institutions have $174M invested in EVgo in 2023 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 47 increasing their positions, 53 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

141% more call options, than puts

Call options by funds: $12.5M | Put options by funds: $5.19M

8% more capital invested

Capital invested by funds: $161M → $174M (+$13.2M)

0.88% more ownership

Funds ownership: 46.42%47.29% (+0.88%)

3% less funds holding

Funds holding: 190184 (-6)

11% less repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 53

16% less first-time investments, than exits

New positions opened: 26 | Existing positions closed: 31

Holders
184
Holders Change
-6
Holders Change %
-3.16%
% of All Funds
2.68%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
26
Increased
47
Reduced
53
Closed
31
Calls
$12.5M
Puts
$5.19M
Net Calls
+$7.32M
Net Calls Change
+$3.84M
Name Holding Trade Value Shares
Change
Change in
Stake
Creative Planning
76
Creative Planning
Kansas
$89K -$47K -15,858 -39%
PWMG
77
Pinnacle Wealth Management Group
Michigan
$86.3K -$19K -6,400 -21%
RJA
78
Raymond James & Associates
Florida
$81.5K -$18.1K -6,100 -21%
BCM
79
Bayesian Capital Management
New York
$80.2K -$68.4K -23,101 -51%
MML Investors Services
80
MML Investors Services
Massachusetts
$80K +$35.4K +11,959 +115%
Citigroup
81
Citigroup
New York
$75.4K +$14.3K +4,840 +30%
Cambridge Investment Research Advisors
82
Cambridge Investment Research Advisors
Iowa
$75K -$27.4K -9,246 -30%
BAM
83
Blueshift Asset Management
New Jersey
$71.6K +$59.2K +20,000 New
New York State Common Retirement Fund
84
New York State Common Retirement Fund
New York
$65.5K +$838 +283 +2%
RJFSA
85
Raymond James Financial Services Advisors
Florida
$61.7K -$8.13K -2,744 -14%
ProShare Advisors
86
ProShare Advisors
Maryland
$61.3K +$11.4K +3,861 +29%
California State Teachers Retirement System (CalSTRS)
87
California State Teachers Retirement System (CalSTRS)
California
$61K -$281K -94,753 -85%
PCIA
88
Prime Capital Investment Advisors
Kansas
$58.6K +$48.5K +16,362 New
HWM
89
HB Wealth Management
Georgia
$57K -$533 -180 -1%
CG
90
Cutler Group
California
$54K -$176K -59,335 -79%
ERIM
91
Eagle Ridge Investment Management
Connecticut
$51.1K
KAS
92
Kestra Advisory Services
Texas
$50K -$5.45K -1,840 -12%
PAG
93
Private Advisor Group
New Jersey
$48.7K -$2.53K -853 -6%
Victory Capital Management
94
Victory Capital Management
Texas
$46.8K +$7.13K +2,406 +23%
VCA
95
Verdence Capital Advisors
Maryland
$46.5K +$8.88K +3,000 +30%
Principal Financial Group
96
Principal Financial Group
Iowa
$45.8K -$3.1K -1,048 -8%
Mariner
97
Mariner
Kansas
$43.1K -$30.7K -10,375 -46%
SCA
98
Sippican Capital Advisors
Massachusetts
$43K +$35.5K +12,000 New
EGM
99
Engineers Gate Manager
New York
$42.8K +$35.4K +11,959 New
Squarepoint
100
Squarepoint
New York
$41.5K +$34.4K +11,606 New

EVGO Hedge Fund Activity: Q4 2023 in Review

184 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in EVgo (EVGO) for Q4 2023, worth a combined $174M — up 8.2% from $161M a quarter earlier.

Sellers outnumbered buyers: 31 funds closed out of EVGO and 26 opened new positions — a net loss of 5 holders — while 53 trimmed existing stakes and 47 added.

The largest buyer was Wellington Management Group, adding an estimated $2.82M. The largest seller was SIR Capital Management, exiting entirely with an estimated $5.84M sold.

  • 184 institutional investors held EVgo (EVGO) as of Q4 2023, down from 190 in Q3 2023.
  • Funds reported $174M of EVgo stock for Q4 2023, up 8.2% quarter-over-quarter.
  • 26 funds opened new EVgo positions in Q4 2023 and 31 closed out, a net change of -5 holders.
  • The largest EVgo buyer in Q4 2023 was Wellington Management Group, an estimated $2.82M added.
  • The largest EVgo seller in Q4 2023 was SIR Capital Management, an estimated $5.84M sold.

Based on aggregated 13F filings for Q4 2023.