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EVgo
EVGO

Overview Fund Activity

181 hedge funds and large institutions have $200M invested in EVgo in 2022 Q2 according to their latest regulatory filings, with 59 funds opening new positions, 47 increasing their positions, 35 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
181
Holders Change
+38
Holders Change %
+26.57%
% of All Funds
3.06%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
59
Increased
47
Reduced
35
Closed
21
Calls
$21.4M
Puts
$20.9M
Net Calls
+$526K
Net Calls Change
+$21.8M

Top Buyers

1
BlackRock
1
BlackRock
New York
$27.6M
2
CIBC Private Wealth Group
2
CIBC Private Wealth Group
Georgia
$9.34M
3
State Street
3
State Street
Massachusetts
$11.6M
4
Geode Capital Management
4
Geode Capital Management
Massachusetts
$7.66M
5
Goldman Sachs
5
Goldman Sachs
New York
$3.19M

Top Sellers

1
CI Investments Inc
1
CI Investments Inc
Ontario, Canada
$3.08M
2
Allianz Asset Management
2
Allianz Asset Management
Germany
$1.06M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$146K
4
PAMS
4
Pictet Asset Management (Switzerland)
Switzerland
$18.4M
5
Millennium Management
5
Millennium Management
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CWA
151
Clearview Wealth Advisors
Oregon
$3K -$1.54K -250 -34%
SN
152
Sittner & Nelson
Oregon
$3K – – –
BC
153
Burleson & Co
California
$3K – – –
UB
154
UMB Bank
Missouri
$3K – – –
PA
155
PSI Advisors
Florida
$3K +$3K +550 New
FHA
156
First Horizon Advisors
Tennessee
$3K +$3K +654 New
TFA
157
Toth Financial Advisory
Virginia
$2K -$1.64K -225 -45%
BFEC
158
Benjamin F. Edwards & Company
Missouri
$2K – – –
PFGIA
159
Patriot Financial Group Insurance Agency
Massachusetts
$2K – – –
AW
160
Avion Wealth
Texas
$2K – – –
WAS
161
Winch Advisory Services
Wisconsin
$2K +$2K +278 New
LC
162
Lindbrook Capital
California
$1K – – –
LWA
163
Lowe Wealth Advisors
Maryland
$1K – – –
GRP
164
Global Retirement Partners
California
$1K – – –
ADL
165
Asset Dedication LLC
California
$1K – – –
LWCFA
166
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$1K – – –
Fidelity Investments
167
Fidelity Investments
Massachusetts
$1K +$71 +14 +8%
SWM
168
Spire Wealth Management
Virginia
$1K +$1K +240 New
FP
169
Financial Perspectives
Minnesota
$971 – – –
PCH
170
Polar Capital Holdings
United Kingdom
$274 -$19 -3,112 -6%
KFS
171
Kelly Financial Services
Massachusetts
$270 +$270 +45 New
TWC
172
TD Waterhouse Canada
Ontario, Canada
$113 – – –
Bank of Montreal
173
Bank of Montreal
Ontario, Canada
$100 +$7 +973 +8%
GEA
174
Glen Eagle Advisors
New Jersey
$60 – – –
WIM
175
Westside Investment Management
California
$9 +$9 +1,500 New
4 5 6
7
8