We are live on ! Find out more

149 hedge funds and large institutions have $368M invested in EVgo in 2021 Q4 according to their latest regulatory filings, with 65 funds opening new positions, 34 increasing their positions, 32 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

132% more first-time investments, than exits

New positions opened: 65 | Existing positions closed: 28

59% more capital invested

Capital invested by funds: $232M → $368M (+$136M)

32% more funds holding

Funds holding: 113149 (+36)

12.64% more ownership

Funds ownership: 41.46%54.1% (+13%)

6% more repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 32

18% less call options, than puts

Call options by funds: $31.4M | Put options by funds: $38M

Holders
149
Holders Change
+36
Holders Change %
+31.86%
% of All Funds
2.29%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
65
Increased
34
Reduced
32
Closed
28
Calls
$31.4M
Puts
$38M
Net Calls
-$6.68M
Net Calls Change
-$8.55M
Name Holding Trade Value Shares
Change
Change in
Stake
UB
126
UMB Bank
Missouri
$5K +$5.47K +500 New
EVM
127
Eaton Vance Management
Massachusetts
$4K +$4.38K +400 New
SN
128
Sittner & Nelson
Oregon
$4K +$4.68K +428 New
PFGIA
129
Patriot Financial Group Insurance Agency
Massachusetts
$3K
BFEC
130
Benjamin F. Edwards & Company
Missouri
$3K +$1.92K +175 +175%
AW
131
Avion Wealth
Texas
$3K +$3.28K +300 New
JP Morgan Chase
132
JP Morgan Chase
New York
$3K +$3.34K +305 New
ADL
133
Asset Dedication LLC
California
$2K
LWCFA
134
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$2K
APA
135
American Portfolios Advisors
New York
$1.99K +$2.19K +200 New
Kayne Anderson Rudnick Investment Management
136
Kayne Anderson Rudnick Investment Management
California
$1K
LC
137
Lindbrook Capital
California
$1K
AF
138
Allworth Financial
California
$1K +$547 +50 +500%
LWA
139
Lowe Wealth Advisors
Maryland
$1K +$1.09K +100 New
CP
140
Castleview Partners
Texas
$500 +$54.4K +4,970 New
PCH
141
Polar Capital Holdings
United Kingdom
$484 +$533K +48,649 New
TWC
142
TD Waterhouse Canada
Ontario, Canada
$203 +$219 +20 New
GEA
143
Glen Eagle Advisors
New Jersey
$70 +$55 +5 +250%
WIM
144
Westside Investment Management
California
$14 +$16.4K +1,500 New
Norges Bank
145
Norges Bank
Norway
-$24.4M -3,000,000 Closed
CC
146
Covalis Capital
United Kingdom
-$9.72M -1,192,974 Closed
MIM
147
Merewether Investment Management
Texas
-$4.1M -503,555 Closed
LCG
148
Luxor Capital Group
New York
-$4.08M -500,000 Closed
SCC
149
Spring Creek Capital
Kansas
-$4.08M -500,000 Closed
MCM
150
Moore Capital Management
New York
-$3.46M -425,000 Closed

EVGO Hedge Fund Activity: Q4 2021 in Review

149 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in EVgo (EVGO) for Q4 2021, worth a combined $368M — up 59% from $232M a quarter earlier.

Buyers outnumbered sellers: 65 funds opened new EVGO positions and 28 closed out — a net gain of 37 holders — while 34 added to existing stakes and 32 trimmed.

The largest buyer was Allianz Asset Management, adding an estimated $92.5M. The largest seller was Norges Bank, exiting entirely with an estimated $24.4M sold.

  • 149 institutional investors held EVgo (EVGO) as of Q4 2021, up from 113 in Q3 2021.
  • Funds reported $368M of EVgo stock for Q4 2021, up 59% quarter-over-quarter.
  • 65 funds opened new EVgo positions in Q4 2021 and 28 closed out, a net change of +37 holders.
  • The largest EVgo buyer in Q4 2021 was Allianz Asset Management, an estimated $92.5M added.
  • The largest EVgo seller in Q4 2021 was Norges Bank, an estimated $24.4M sold.

Based on aggregated 13F filings for Q4 2021.