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EVgo
EVGO

Overview Fund Activity

184 hedge funds and large institutions have $180M invested in EVgo in 2023 Q2 according to their latest regulatory filings, with 32 funds opening new positions, 61 increasing their positions, 39 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
184
Holders Change
+4
Holders Change %
+2.22%
% of All Funds
2.9%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
32
Increased
61
Reduced
39
Closed
26
Calls
$8.12M
Puts
$8.53M
Net Calls
-$410K
Net Calls Change
-$3.74M

Top Buyers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$36.3M
2
CIBC Private Wealth Group
2
CIBC Private Wealth Group
Georgia
$4.97M
3
Goldman Sachs
3
Goldman Sachs
New York
$5.39M
4
Point72 Asset Management
4
Point72 Asset Management
Connecticut
$3.02M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$3.41M

Top Sellers

1
State Street
1
State Street
Massachusetts
$6.46M
2
National Bank of Canada
2
National Bank of Canada
Quebec, Canada
$337K
3
HF
3
HRT Financial
New York
$0
4
D.E. Shaw & Co
4
D.E. Shaw & Co
New York
$42K
5
Wellington Management Group
5
Wellington Management Group
Massachusetts
$2.57M
Name Holding Trade Value Shares
Change 		Shares
Change %
BFEC
151
Benjamin F. Edwards & Company
Missouri
$2K – – –
UB
152
UMB Bank
Missouri
$2K – – –
AW
153
Avion Wealth
Texas
$2K +$909 +250 +83%
SN
154
Sittner & Nelson
Oregon
$1.71K – – –
SSB
155
Sandy Spring Bank
Maryland
$1.2K – – –
SWM
156
Sanctuary Wealth Management
Idaho
$1.2K +$1.2K +300 New
TFA
157
Toth Financial Advisory
Virginia
$1.1K – – –
AF
158
Allworth Financial
California
$1K – – –
ADL
159
Asset Dedication LLC
California
$1K – – –
WAS
160
Winch Advisory Services
Wisconsin
$1K – – –
TAM
161
Tucker Asset Management
Colorado
$1K – – –
GWM
162
Geneos Wealth Management
Colorado
$800 -$5.4K -1,350 -87%
FP
163
Financial Perspectives
Minnesota
$646 – – –
ECM
164
Estabrook Capital Management
New York
$520 – – –
BIA
165
Bell Investment Advisors
California
$496 – – –
BCMLT
166
Beacon Capital Management LLC (Tennessee)
Tennessee
$492 – – –
LWA
167
Lowe Wealth Advisors
Maryland
$400 – – –
GRP
168
Global Retirement Partners
California
$400 – – –
CSPIA
169
Cary Street Partners Investment Advisory
Virginia
$400 – – –
MLA
170
MB, Levis & Associates
Pennsylvania
$400 – – –
DCBT
171
Dakota Community Bank & Trust
North Dakota
$380 – – –
LC
172
Lindbrook Capital
California
$336 – – –
Allianz Asset Management
173
Allianz Asset Management
Germany
$253 – – –
PP
174
PFS Partners
New Jersey
$200 – – –
KFS
175
Kelly Financial Services
Massachusetts
$180 – – –
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7
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