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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
PAG
101
Private Advisor Group
New Jersey
$48.9K -$5.68K -1,380 -9%
ERIM
102
Eagle Ridge Investment Management
Connecticut
$48.2K
Cetera Investment Advisers
103
Cetera Investment Advisers
Illinois
$48K -$7.2K -1,750 -11%
Principal Financial Group
104
Principal Financial Group
Iowa
$46.8K +$57K +13,845 New
ProShare Advisors
105
ProShare Advisors
Maryland
$44.9K +$54.6K +13,275 New
SG Americas Securities
106
SG Americas Securities
New York
$43K -$44.2K -10,726 -46%
CAN
107
Cetera Advisor Networks
California
$42.6K +$51.8K +12,595 New
IWM
108
IHT Wealth Management
Illinois
$41.9K +$1.65K +400 +3%
OCM
109
Osterweis Capital Management
California
$39.3K
VDI
110
Vaughan David Investments
Illinois
$39K
LCWP
111
Legacy Capital Wealth Partners
Arkansas
$37.2K +$45.3K +11,000 New
SPC
112
Sigma Planning Corp
Michigan
$36.2K +$44K +10,700 New
Victory Capital Management
113
Victory Capital Management
Texas
$36.1K +$1.18K +287 +3%
Wolverine Trading
114
Wolverine Trading
Illinois
$36K -$8.46K -2,054 -16%
MML Investors Services
115
MML Investors Services
Massachusetts
$35K +$42.7K +10,377 New
AIP
116
Ameritas Investment Partners
Nebraska
$34.6K +$21.2K +5,145 +101%
CPA
117
Cardiff Park Advisors
California
$34.2K
Group One Trading
118
Group One Trading
Illinois
$34K +$41.4K +10,061 New
AB
119
Amalgamated Bank
New York
$34K +$9.47K +2,301 +30%
SCA
120
Snowden Capital Advisors
New York
$34K -$48.6K -11,800 -54%
MG
121
Marex Group
$33.8K
DWP
122
Daymark Wealth Partners
Ohio
$33.8K +$41.2K +10,000 New
VCA
123
Verdence Capital Advisors
Maryland
$33.8K +$41.2K +10,000 New
UBS Group
124
UBS Group
Switzerland
$33.1K -$260K -63,203 -87%
HT
125
Headlands Technologies
Illinois
$32.4K +$39.4K +9,577 New

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.