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EVgo
EVGO

Overview Fund Activity

182 hedge funds and large institutions have $173M invested in EVgo in 2023 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 45 increasing their positions, 53 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
182
Holders Change
-5
Holders Change %
-2.67%
% of All Funds
2.67%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
26
Increased
45
Reduced
53
Closed
30
Calls
$12.5M
Puts
$5.19M
Net Calls
+$7.32M
Net Calls Change
+$3.84M

Top Buyers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$13.2M
2
Pictet Asset Management
2
Pictet Asset Management
Switzerland
$12.9M
3
Millennium Management
3
Millennium Management
New York
$5.42M
4
State Street
4
State Street
Massachusetts
$9.63M
5
Citadel Advisors
5
Citadel Advisors
Florida
$3.11M

Top Sellers

1
SCM
1
SIR Capital Management
New York
$0
2
VanEck Associates
2
VanEck Associates
New York
$3K
3
Tudor Investment Corp
3
Tudor Investment Corp
Connecticut
$0
4
Goldman Sachs
4
Goldman Sachs
New York
$1.92M
5
Wealth Enhancement Advisory Services
5
Wealth Enhancement Advisory Services
Minnesota
$36.3K
Name Holding Trade Value Shares
Change 		Shares
Change %
AA
126
Addison Advisors
Vermont
$7.16K – – –
MSWM
127
McGlone Suttner Wealth Management
Wisconsin
$6.44K +$6.44K +1,800 New
CHA
128
Carmichael Hill & Associates
Maryland
$5.37K – – –
HI
129
Harbour Investments
Wisconsin
$5.3K +$1.22K +340 +30%
RAM
130
Ramirez Asset Management
New York
$5.01K – – –
ST
131
Smithfield Trust
Pennsylvania
$5K -$6.25K -1,500 -56%
SPIA
132
Steward Partners Investment Advisory
New York
$4.74K -$3.49K -975 -42%
MA
133
MCF Advisors
Kentucky
$4.72K – – –
LPP
134
Life Planning Partners
Florida
$3.92K +$3.92K +1,095 New
BCM
135
Bourgeon Capital Management
Connecticut
$3.58K – – –
MBFW
136
Morton Brown Family Wealth
Pennsylvania
$3.58K +$3.58K +1,000 New
PCMC
137
Planning Capital Management Corporation
Pennsylvania
$3.58K +$3.58K +1,000 New
Northwestern Mutual Wealth Management
138
Northwestern Mutual Wealth Management
Wisconsin
$3K +$172 +48 +6%
VanEck Associates
139
VanEck Associates
New York
$3K -$2.45M -742,451 -100%
BTI
140
Blue Trust Inc
Georgia
$3K +$1.27K +365 +73%
ASN
141
Advisory Services Network
Georgia
$2.45K +$2.45K +683 New
RG
142
Retirement Group
California
$2.15K – – –
Russell Investments Group
143
Russell Investments Group
United Kingdom
$2.03K +$2.03K +566 New
NS
144
NBC Securities
Alabama
$2K -$1.46K -437 -42%
AW
145
Avion Wealth
Texas
$2K – – –
PA
146
PSI Advisors
Florida
$1.97K – – –
UB
147
UMB Bank
Missouri
$1.79K – – –
GWM
148
Geneos Wealth Management
Colorado
$1.61K +$895 +250 +125%
SN
149
Sittner & Nelson
Oregon
$1.53K – – –
IA
150
IFP Advisors
Florida
$1.15K -$1.15K -320 -50%
4 5
6
7 8