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183 hedge funds and large institutions have $276M invested in EVgo in 2023 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 61 increasing their positions, 47 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

72% more capital invested

Capital invested by funds: $160M → $276M (+$115M)

30% more repeat investments, than reductions

Existing positions increased: 61 | Existing positions reduced: 47

25% more call options, than puts

Call options by funds: $16.7M | Put options by funds: $13.4M

0.64% less ownership

Funds ownership: 52.11% → 51.47% (-0.64%)

9% less funds holding

Funds holding: 200 → 183 (-17)

39% less first-time investments, than exits

New positions opened: 22 | Existing positions closed: 36

Holders
183
Holders Change
-17
Holders Change %
-8.5%
% of All Funds
2.92%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
22
Increased
61
Reduced
47
Closed
36
Calls
$16.7M
Puts
$13.4M
Net Calls
+$3.33M
Net Calls Change
+$4.96M

Top Buyers

Rank Fund Capital Flow
1
National Bank of Canada
National Bank of Canada
Quebec, Canada
+$2.94M
2
PAG
Private Advisory Group
Washington
+$2.38M
3
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$2.02M
4
State Street
State Street
Massachusetts
+$1.99M
5
HF
HRT Financial
New York
+$1.49M

Top Sellers

Rank Fund Capital Flow
1
Invesco
Invesco
Georgia
-$4.25M
2
Point72 Asset Management
Point72 Asset Management
Connecticut
-$3.58M
3
CIBC Private Wealth Group
CIBC Private Wealth Group
Georgia
-$2.23M
4
Citadel Advisors
Citadel Advisors
Florida
-$1.66M
5
RJFSA
Raymond James Financial Services Advisors
Florida
-$1.13M
Name Holding Trade Value Shares
Change 		Change in
Stake
BFEC
151
Benjamin F. Edwards & Company
Missouri
$3K – – –
1832 Asset Management
152
1832 Asset Management
Ontario, Canada
$2.96K +$2.23K +380 New
SSB
153
Sandy Spring Bank
Maryland
$2.34K – – –
TFA
154
Toth Financial Advisory
Virginia
$2.14K – – –
TWC
155
TD Waterhouse Canada
Ontario, Canada
$2.08K – – –
WAS
156
Winch Advisory Services
Wisconsin
$2K – – –
AF
157
Allworth Financial
California
$1.96K – – –
TAM
158
Tucker Asset Management
Colorado
$1.95K – – –
FP
159
Financial Perspectives
Minnesota
$1.26K – – –
ECM
160
Estabrook Capital Management
New York
$1.01K – – –
ADL
161
Asset Dedication LLC
California
$1K – – –
AW
162
Avion Wealth
Texas
$1K – – –
BIA
163
Bell Investment Advisors
California
$966 – – –
BCMLT
164
Beacon Capital Management LLC (Tennessee)
Tennessee
$958 – – –
CSPIA
165
Cary Street Partners Investment Advisory
Virginia
$779 -$2.35K -400 -80%
LWA
166
Lowe Wealth Advisors
Maryland
$779 – – –
MLA
167
MB, Levis & Associates
Pennsylvania
$779 – – –
DCBT
168
Dakota Community Bank & Trust
North Dakota
$740 – – –
Commonwealth Equity Services
169
Commonwealth Equity Services
Massachusetts
$693 -$67.8K -11,523 -11%
LC
170
Lindbrook Capital
California
$654 – – –
GRP
171
Global Retirement Partners
California
$590 – – –
FFA
172
Farther Finance Advisors
California
$428 – – –
PP
173
PFS Partners
New Jersey
$390 – – –
KFS
174
Kelly Financial Services
Massachusetts
$351 – – –
SWA
175
SOA Wealth Advisors
New York
$257 – – –
5 6
7
8 9

EVGO Hedge Fund Activity: Q1 2023 in Review

183 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in EVgo (EVGO) for Q1 2023, worth a combined $276M — up 72% from $160M a quarter earlier.

Sellers outnumbered buyers: 36 funds closed out of EVGO and 22 opened new positions — a net loss of 14 holders — while 47 trimmed existing stakes and 61 added.

The largest buyer was National Bank of Canada, adding an estimated $2.94M. The largest seller was Invesco, cutting an estimated $4.25M.

  • 183 institutional investors held EVgo (EVGO) as of Q1 2023, down from 200 in Q4 2022.
  • Funds reported $276M of EVgo stock for Q1 2023, up 72% quarter-over-quarter.
  • 22 funds opened new EVgo positions in Q1 2023 and 36 closed out, a net change of -14 holders.
  • The largest EVgo buyer in Q1 2023 was National Bank of Canada, an estimated $2.94M added.
  • The largest EVgo seller in Q1 2023 was Invesco, an estimated $4.25M sold.

Based on aggregated 13F filings for Q1 2023.