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EVgo
EVGO

184 hedge funds and large institutions have $174M invested in EVgo in 2023 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 47 increasing their positions, 53 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

141% more call options, than puts

Call options by funds: $12.5M | Put options by funds: $5.19M

8% more capital invested

Capital invested by funds: $161M → $174M (+$13.2M)

0.88% more ownership

Funds ownership: 46.42% → 47.29% (+0.88%)

3% less funds holding

Funds holding: 190 → 184 (-6)

11% less repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 53

16% less first-time investments, than exits

New positions opened: 26 | Existing positions closed: 31

Holders
184
Holders Change
-6
Holders Change %
-3.16%
% of All Funds
2.68%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
26
Increased
47
Reduced
53
Closed
31
Calls
$12.5M
Puts
$5.19M
Net Calls
+$7.32M
Net Calls Change
+$3.84M

Top Buyers

Rank Fund Capital Flow
1
Wellington Management Group
Wellington Management Group
Massachusetts
+$2.82M
2
Pictet Asset Management
Pictet Asset Management
Switzerland
+$2.57M
3
Millennium Management
Millennium Management
New York
+$2.08M
4
State Street
State Street
Massachusetts
+$2M
5
Citadel Advisors
Citadel Advisors
Florida
+$1.9M

Top Sellers

Rank Fund Capital Flow
1
SCM
SIR Capital Management
New York
-$5.84M
2
VanEck Associates
VanEck Associates
New York
-$2.2M
3
Tudor Investment Corp
Tudor Investment Corp
Connecticut
-$2.07M
4
Goldman Sachs
Goldman Sachs
New York
-$1.59M
5
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
-$1.33M
Name Holding Trade Value Shares
Change 		Change in
Stake
BCV
126
Banque Cantonale Vaudoise
Switzerland
$9K – – –
PNC Financial Services Group
127
PNC Financial Services Group
Pennsylvania
$7.79K – – –
AA
128
Addison Advisors
Vermont
$7.16K – – –
MSWM
129
McGlone Suttner Wealth Management
Wisconsin
$6.44K +$5.33K +1,800 New
CHA
130
Carmichael Hill & Associates
Maryland
$5.37K – – –
HI
131
Harbour Investments
Wisconsin
$5.3K +$1.01K +340 +30%
RAM
132
Ramirez Asset Management
New York
$5.01K – – –
ST
133
Smithfield Trust
Pennsylvania
$5K -$4.44K -1,500 -56%
SPIA
134
Steward Partners Investment Advisory
New York
$4.74K -$2.89K -975 -42%
MA
135
MCF Advisors
Kentucky
$4.72K – – –
LPP
136
Life Planning Partners
Florida
$3.92K +$3.24K +1,095 New
BCM
137
Bourgeon Capital Management
Connecticut
$3.58K – – –
MBFW
138
Morton Brown Family Wealth
Pennsylvania
$3.58K +$2.96K +1,000 New
PCMC
139
Planning Capital Management Corporation
Pennsylvania
$3.58K +$2.96K +1,000 New
Northwestern Mutual Wealth Management
140
Northwestern Mutual Wealth Management
Wisconsin
$3K +$142 +48 +6%
VanEck Associates
141
VanEck Associates
New York
$3K -$2.2M -742,451 -100%
BTI
142
Blue Trust Inc
Georgia
$3K +$1.08K +365 +73%
ASN
143
Advisory Services Network
Georgia
$2.44K +$2.02K +683 New
RG
144
Retirement Group
California
$2.15K – – –
Russell Investments Group
145
Russell Investments Group
United Kingdom
$2.03K +$1.68K +566 New
NS
146
NBC Securities
Alabama
$2K -$1.29K -437 -42%
AW
147
Avion Wealth
Texas
$2K – – –
PA
148
PSI Advisors
Florida
$1.97K – – –
UB
149
UMB Bank
Missouri
$1.79K – – –
GWM
150
Geneos Wealth Management
Colorado
$1.61K +$740 +250 +125%
4 5
6
7 8

EVGO Hedge Fund Activity: Q4 2023 in Review

184 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in EVgo (EVGO) for Q4 2023, worth a combined $174M — up 8.2% from $161M a quarter earlier.

Sellers outnumbered buyers: 31 funds closed out of EVGO and 26 opened new positions — a net loss of 5 holders — while 53 trimmed existing stakes and 47 added.

The largest buyer was Wellington Management Group, adding an estimated $2.82M. The largest seller was SIR Capital Management, exiting entirely with an estimated $5.84M sold.

  • 184 institutional investors held EVgo (EVGO) as of Q4 2023, down from 190 in Q3 2023.
  • Funds reported $174M of EVgo stock for Q4 2023, up 8.2% quarter-over-quarter.
  • 26 funds opened new EVgo positions in Q4 2023 and 31 closed out, a net change of -5 holders.
  • The largest EVgo buyer in Q4 2023 was Wellington Management Group, an estimated $2.82M added.
  • The largest EVgo seller in Q4 2023 was SIR Capital Management, an estimated $5.84M sold.

Based on aggregated 13F filings for Q4 2023.