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EVGO

145 hedge funds and large institutions have $397M invested in EVgo in 2022 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 43 increasing their positions, 35 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

23% more repeat investments, than reductions

Existing positions increased: 43 | Existing positions reduced: 35

8% more capital invested

Capital invested by funds: $368M → $397M (+$29.4M)

3% less first-time investments, than exits

New positions opened: 35 | Existing positions closed: 36

3% less funds holding

Funds holding: 149 → 145 (-4)

6.2% less ownership

Funds ownership: 54.1% → 47.9% (-6.2%)

25% less call options, than puts

Call options by funds: $62.9M | Put options by funds: $84.2M

Holders
145
Holders Change
-4
Holders Change %
-2.68%
% of All Funds
2.29%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
35
Increased
43
Reduced
35
Closed
36
Calls
$62.9M
Puts
$84.2M
Net Calls
-$21.2M
Net Calls Change
-$14.6M

Top Buyers

Rank Fund Capital Flow
1
CI Investments Inc
CI Investments Inc
Ontario, Canada
+$36.2M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$32.4M
3
First Trust Advisors
First Trust Advisors
Illinois
+$7.3M
4
SG Americas Securities
SG Americas Securities
New York
+$5.17M
5
Morgan Stanley
Morgan Stanley
New York
+$2.28M

Top Sellers

Rank Fund Capital Flow
1
Allianz Asset Management
Allianz Asset Management
Germany
-$84.8M
2
Renaissance Technologies
Renaissance Technologies
New York
-$16M
3
Invesco
Invesco
Georgia
-$5.94M
4
BlackRock
BlackRock
New York
-$3.94M
5
CIBC Private Wealth Group
CIBC Private Wealth Group
Georgia
-$3.59M
Name Holding Trade Value Shares
Change 		Change in
Stake
CG
101
Cutler Group
California
$25K -$75.1K -7,482 -79%
ST
102
Smithfield Trust
Pennsylvania
$25K – – –
CAPTRUST Financial Advisors
103
CAPTRUST Financial Advisors
North Carolina
$24K +$301 +30 +2%
AAM
104
Advisors Asset Management
Colorado
$22K +$16.9K +1,685 New
Macquarie Group
105
Macquarie Group
Australia
$21.6K +$1.93M +192,316 +13%
FWA
106
FSC Wealth Advisors
New York
$19K – – –
JWA
107
JFS Wealth Advisors
Pennsylvania
$16K +$12.7K +1,270 New
COCM
108
Charter Oak Capital Management
New Hampshire
$13K +$10K +1,000 New
CFD
109
Creative Financial Designs
Indiana
$13K +$10K +1,000 New
Rockefeller Capital Management
110
Rockefeller Capital Management
New York
$12K -$15.4K -1,530 -60%
TAM
111
Tucker Asset Management
Colorado
$9.64K +$7.53K +750 New
CWA
112
Clearview Wealth Advisors
Oregon
$9K – – –
CHA
113
Carmichael Hill & Associates
Maryland
$9K +$1K +100 +17%
PFS
114
Prospera Financial Services
Texas
$8K +$6.3K +628 New
CFGS
115
Concourse Financial Group Securities
Alabama
$7K -$29.6K -2,946 -84%
APA
116
American Portfolios Advisors
New York
$6.84K +$3.33K +332 +166%
CP
117
Castleview Partners
Texas
$6K -$44.9K -4,470 -90%
BC
118
Burleson & Co
California
$6K – – –
SN
119
Sittner & Nelson
Oregon
$6K – – –
TFA
120
Toth Financial Advisory
Virginia
$6K – – –
UB
121
UMB Bank
Missouri
$6K – – –
LSA
122
Leonteq Securities AG
Switzerland
$5.88K -$53.3K -5,313 -92%
BFEC
123
Benjamin F. Edwards & Company
Missouri
$5K +$1.25K +125 +45%
AW
124
Avion Wealth
Texas
$4K – – –
PFGIA
125
Patriot Financial Group Insurance Agency
Massachusetts
$4K – – –
3 4
5
6 7

EVGO Hedge Fund Activity: Q1 2022 in Review

145 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in EVgo (EVGO) for Q1 2022, worth a combined $397M — up 8% from $368M a quarter earlier.

Sellers outnumbered buyers: 36 funds closed out of EVGO and 35 opened new positions — a net loss of 1 holder — while 35 trimmed existing stakes and 43 added.

The largest buyer was CI Investments Inc, opening a new position worth an estimated $36.2M. The largest seller was Allianz Asset Management, cutting an estimated $84.8M.

  • 145 institutional investors held EVgo (EVGO) as of Q1 2022, down from 149 in Q4 2021.
  • Funds reported $397M of EVgo stock for Q1 2022, up 8% quarter-over-quarter.
  • 35 funds opened new EVgo positions in Q1 2022 and 36 closed out, a net change of -1 holder.
  • The largest EVgo buyer in Q1 2022 was CI Investments Inc, an estimated $36.2M added.
  • The largest EVgo seller in Q1 2022 was Allianz Asset Management, an estimated $84.8M sold.

Based on aggregated 13F filings for Q1 2022.