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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
LWCFA
126
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$3K – – –
CTC
127
Central Trust Company
Missouri
$3K +$2.01K +200 New
BFC
128
Bedel Financial Consulting
Indiana
$3K +$2.11K +210 New
TWM
129
Tradition Wealth Management
Minnesota
$3K +$2.21K +220 New
AIC
130
Archer Investment Corporation
Indiana
$2.56K +$2K +199 New
FP
131
Financial Perspectives
Minnesota
$2.08K +$1.63K +162 New
ADL
132
Asset Dedication LLC
California
$2K – – –
Fidelity Investments
133
Fidelity Investments
Massachusetts
$2K +$1.73K +172 +1,433%
Koshinski Asset Management
134
Koshinski Asset Management
Illinois
$1.54K +$1.2K +120 New
AF
135
Allworth Financial
California
$1K – – –
Kayne Anderson Rudnick Investment Management
136
Kayne Anderson Rudnick Investment Management
California
$1K – – –
LC
137
Lindbrook Capital
California
$1K – – –
LWA
138
Lowe Wealth Advisors
Maryland
$1K – – –
GRP
139
Global Retirement Partners
California
$1K +$1K +100 New
PCH
140
Polar Capital Holdings
United Kingdom
$626 – – –
TWC
141
TD Waterhouse Canada
Ontario, Canada
$255 – – –
GEA
142
Glen Eagle Advisors
New Jersey
$129 +$30 +3 +43%
Renaissance Technologies
143
Renaissance Technologies
New York
– -$16M -1,612,500 Closed
CIBC Private Wealth Group
144
CIBC Private Wealth Group
Georgia
– -$3.59M -361,005 Closed
Marshall Wace
145
Marshall Wace
United Kingdom
– -$3M -302,346 Closed
PF
146
Phoenix Financial
Israel
– -$1.64M -165,000 Closed
E
147
Ergoteles
New York
– -$1.15M -116,092 Closed
Citadel Advisors
148
Citadel Advisors
Florida
– -$1.1M -109,826 Closed
YCM
149
Yaupon Capital Management
New York
– -$1.04M -105,000 Closed
VF
150
Virtu Financial
New York
– -$924K -92,943 Closed
4 5
6
7 8

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.