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184 hedge funds and large institutions have $270M invested in EVgo in 2022 Q3 according to their latest regulatory filings, with 32 funds opening new positions, 65 increasing their positions, 41 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

59% more repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 41

35% more capital invested

Capital invested by funds: $200M → $270M (+$70.1M)

20% more call options, than puts

Call options by funds: $18.6M | Put options by funds: $15.4M

7% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 30

1% more funds holding

Funds holding: 183 → 184 (+1)

2.92% less ownership

Funds ownership: 52.65% → 49.73% (-2.9%)

Holders
184
Holders Change
+1
Holders Change %
+0.55%
% of All Funds
3.17%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
32
Increased
65
Reduced
41
Closed
30
Calls
$18.6M
Puts
$15.4M
Net Calls
+$3.15M
Net Calls Change
+$2.63M

Top Buyers

Rank Fund Capital Flow
1
Point72 Asset Management
Point72 Asset Management
Connecticut
+$8.19M
2
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$4.46M
3
Citadel Advisors
Citadel Advisors
Florida
+$3.16M
4
Wellington Management Group
Wellington Management Group
Massachusetts
+$2.97M
5
UBS Group
UBS Group
Switzerland
+$2.91M

Top Sellers

Rank Fund Capital Flow
1
PAMS
Pictet Asset Management (Switzerland)
Switzerland
-$9.23M
2
BPC
Banque Pictet & Cie
Switzerland
-$8.47M
3
CIBC Private Wealth Group
CIBC Private Wealth Group
Georgia
-$7.71M
4
CI Investments Inc
CI Investments Inc
Ontario, Canada
-$3.08M
5
SG Americas Securities
SG Americas Securities
New York
-$2.09M
Name Holding Trade Value Shares
Change 		Change in
Stake
Parallax Volatility Advisers
151
Parallax Volatility Advisers
California
$5K +$5.27K +605 New
CWA
152
Clearview Wealth Advisors
Oregon
$4K – – –
PA
153
PSI Advisors
Florida
$4K – – –
UB
154
UMB Bank
Missouri
$4K – – –
SBL
155
Sargent Bickham Lagudis
Colorado
$4K +$4.36K +500 New
BFEC
156
Benjamin F. Edwards & Company
Missouri
$3K – – –
SN
157
Sittner & Nelson
Oregon
$3K – – –
SSB
158
Sandy Spring Bank
Maryland
$3K +$2.61K +300 New
TWC
159
TD Waterhouse Canada
Ontario, Canada
$2.38K +$1.74K +200 +1,000%
SSG
160
Summit Securities Group
New York
$2K -$19.2K -2,202 -88%
AW
161
Avion Wealth
Texas
$2K – – –
LWCFA
162
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$2K – – –
TFA
163
Toth Financial Advisory
Virginia
$2K – – –
WAS
164
Winch Advisory Services
Wisconsin
$2K – – –
FP
165
Financial Perspectives
Minnesota
$1.28K – – –
ADL
166
Asset Dedication LLC
California
$1K – – –
GRP
167
Global Retirement Partners
California
$1K – – –
LC
168
Lindbrook Capital
California
$1K – – –
LWA
169
Lowe Wealth Advisors
Maryland
$1K – – –
CAL
170
Capital Analysts LLC
Pennsylvania
$1K +$610 +70 New
DCBT
171
Dakota Community Bank & Trust
North Dakota
$1K +$828 +95 New
Carson Wealth (CWM LLC)
172
Carson Wealth (CWM LLC)
Nebraska
$1K +$871 +100 New
BCMLT
173
Beacon Capital Management LLC (Tennessee)
Tennessee
$1K +$1.07K +123 New
KFS
174
Kelly Financial Services
Massachusetts
$356 – – –
PCH
175
Polar Capital Holdings
United Kingdom
$327 -$36.2K -4,155 -9%
5 6
7
8 9

EVGO Hedge Fund Activity: Q3 2022 in Review

184 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in EVgo (EVGO) for Q3 2022, worth a combined $270M — up 35% from $200M a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new EVGO positions and 30 closed out — a net gain of 2 holders — while 65 added to existing stakes and 41 trimmed.

The largest buyer was Point72 Asset Management, opening a new position worth an estimated $8.19M. The largest seller was Pictet Asset Management (Switzerland), cutting an estimated $9.23M.

  • 184 institutional investors held EVgo (EVGO) as of Q3 2022, up from 183 in Q2 2022.
  • Funds reported $270M of EVgo stock for Q3 2022, up 35% quarter-over-quarter.
  • 32 funds opened new EVgo positions in Q3 2022 and 30 closed out, a net change of +2 holders.
  • The largest EVgo buyer in Q3 2022 was Point72 Asset Management, an estimated $8.19M added.
  • The largest EVgo seller in Q3 2022 was Pictet Asset Management (Switzerland), an estimated $9.23M sold.

Based on aggregated 13F filings for Q3 2022.