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EVgo
EVGO

Overview Fund Activity

180 hedge funds and large institutions have $274M invested in EVgo in 2023 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 61 increasing their positions, 45 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
180
Holders Change
-17
Holders Change %
-8.63%
% of All Funds
2.88%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
22
Increased
61
Reduced
45
Closed
36
Calls
$16.7M
Puts
$13.4M
Net Calls
+$3.33M
Net Calls Change
+$4.96M

Top Buyers

1
National Bank of Canada
National Bank of Canada
Quebec, Canada
$5.06M
2
PAG
Private Advisory Group
Washington
$3.16M
3
D.E. Shaw & Co
D.E. Shaw & Co
New York
$3.72M
4
State Street
State Street
Massachusetts
$21.6M
5
HF
HRT Financial
New York
$1.98M

Top Sellers

1
Invesco
Invesco
Georgia
$16.3M
2
Point72 Asset Management
Point72 Asset Management
Connecticut
$0
3
CIBC Private Wealth Group
CIBC Private Wealth Group
Georgia
$0
4
Citadel Advisors
Citadel Advisors
Florida
$31.2K
5
RJFSA
Raymond James Financial Services Advisors
Florida
$603K
Name Holding Trade Value Shares
Change 		Shares
Change %
SSB
151
Sandy Spring Bank
Maryland
$2.34K – – –
TFA
152
Toth Financial Advisory
Virginia
$2.14K – – –
TWC
153
TD Waterhouse Canada
Ontario, Canada
$2.08K – – –
WAS
154
Winch Advisory Services
Wisconsin
$2K – – –
AF
155
Allworth Financial
California
$1.96K – – –
TAM
156
Tucker Asset Management
Colorado
$1.95K – – –
FP
157
Financial Perspectives
Minnesota
$1.26K – – –
ECM
158
Estabrook Capital Management
New York
$1.01K – – –
ADL
159
Asset Dedication LLC
California
$1K – – –
AW
160
Avion Wealth
Texas
$1K – – –
BIA
161
Bell Investment Advisors
California
$966 – – –
BCMLT
162
Beacon Capital Management LLC (Tennessee)
Tennessee
$958 – – –
CSPIA
163
Cary Street Partners Investment Advisory
Virginia
$779 -$3.12K -400 -80%
LWA
164
Lowe Wealth Advisors
Maryland
$779 – – –
MLA
165
MB, Levis & Associates
Pennsylvania
$779 – – –
DCBT
166
Dakota Community Bank & Trust
North Dakota
$740 – – –
Commonwealth Equity Services
167
Commonwealth Equity Services
Massachusetts
$693 -$90 -11,523 -11%
LC
168
Lindbrook Capital
California
$654 – – –
GRP
169
Global Retirement Partners
California
$590 – – –
FFA
170
Farther Finance Advisors
California
$428 – – –
PP
171
PFS Partners
New Jersey
$390 – – –
KFS
172
Kelly Financial Services
Massachusetts
$351 – – –
SWA
173
SOA Wealth Advisors
New York
$257 – – –
NECFA
174
New England Capital Financial Advisors
Connecticut
$234 – – –
PO
175
Private Ocean
California
$195 +$195 +25 New
5 6
7
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