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EVGO

187 hedge funds and large institutions have $181M invested in EVgo in 2023 Q2 according to their latest regulatory filings, with 32 funds opening new positions, 62 increasing their positions, 41 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

51% more repeat investments, than reductions

Existing positions increased: 62 | Existing positions reduced: 41

23% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 26

2% more funds holding

Funds holding: 183 → 187 (+4)

5% less call options, than puts

Call options by funds: $8.12M | Put options by funds: $8.53M

6.82% less ownership

Funds ownership: 51.47% → 44.65% (-6.8%)

34% less capital invested

Capital invested by funds: $276M → $181M (-$94.5M)

Holders
187
Holders Change
+4
Holders Change %
+2.19%
% of All Funds
2.94%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
32
Increased
62
Reduced
41
Closed
26
Calls
$8.12M
Puts
$8.53M
Net Calls
-$410K
Net Calls Change
-$3.74M

Top Buyers

Rank Fund Capital Flow
1
Vanguard Group
Vanguard Group
Pennsylvania
+$12.9M
2
CIBC Private Wealth Group
CIBC Private Wealth Group
Georgia
+$6.34M
3
Goldman Sachs
Goldman Sachs
New York
+$5.29M
4
Point72 Asset Management
Point72 Asset Management
Connecticut
+$3.86M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$3.69M

Top Sellers

Rank Fund Capital Flow
1
State Street
State Street
Massachusetts
-$5.89M
2
National Bank of Canada
National Bank of Canada
Quebec, Canada
-$2.91M
3
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$2.38M
4
HF
HRT Financial
New York
-$1.98M
5
Wellington Management Group
Wellington Management Group
Massachusetts
-$1.92M
Name Holding Trade Value Shares
Change 		Change in
Stake
RG
151
Retirement Group
California
$2.4K – – –
PA
152
PSI Advisors
Florida
$2.2K – – –
BFEC
153
Benjamin F. Edwards & Company
Missouri
$2K – – –
UB
154
UMB Bank
Missouri
$2K – – –
AW
155
Avion Wealth
Texas
$2K +$1.28K +250 +83%
SN
156
Sittner & Nelson
Oregon
$1.71K – – –
SSB
157
Sandy Spring Bank
Maryland
$1.2K – – –
SWM
158
Sanctuary Wealth Management
Idaho
$1.2K +$1.53K +300 New
TFA
159
Toth Financial Advisory
Virginia
$1.1K – – –
AF
160
Allworth Financial
California
$1K – – –
ADL
161
Asset Dedication LLC
California
$1K – – –
TAM
162
Tucker Asset Management
Colorado
$1K – – –
WAS
163
Winch Advisory Services
Wisconsin
$1K – – –
GWM
164
Geneos Wealth Management
Colorado
$800 -$6.89K -1,350 -87%
FP
165
Financial Perspectives
Minnesota
$646 – – –
ECM
166
Estabrook Capital Management
New York
$520 – – –
BIA
167
Bell Investment Advisors
California
$496 – – –
BCMLT
168
Beacon Capital Management LLC (Tennessee)
Tennessee
$492 – – –
CSPIA
169
Cary Street Partners Investment Advisory
Virginia
$400 – – –
GRP
170
Global Retirement Partners
California
$400 – – –
LWA
171
Lowe Wealth Advisors
Maryland
$400 – – –
MLA
172
MB, Levis & Associates
Pennsylvania
$400 – – –
DCBT
173
Dakota Community Bank & Trust
North Dakota
$380 – – –
LC
174
Lindbrook Capital
California
$336 – – –
Allianz Asset Management
175
Allianz Asset Management
Germany
$253 – – –
5 6
7
8 9

EVGO Hedge Fund Activity: Q2 2023 in Review

187 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in EVgo (EVGO) for Q2 2023, worth a combined $181M — down 34% from $276M a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new EVGO positions and 26 closed out — a net gain of 6 holders — while 62 added to existing stakes and 41 trimmed.

The largest buyer was Vanguard Group, adding an estimated $12.9M. The largest seller was State Street, cutting an estimated $5.89M.

  • 187 institutional investors held EVgo (EVGO) as of Q2 2023, up from 183 in Q1 2023.
  • Funds reported $181M of EVgo stock for Q2 2023, down 34% quarter-over-quarter.
  • 32 funds opened new EVgo positions in Q2 2023 and 26 closed out, a net change of +6 holders.
  • The largest EVgo buyer in Q2 2023 was Vanguard Group, an estimated $12.9M added.
  • The largest EVgo seller in Q2 2023 was State Street, an estimated $5.89M sold.

Based on aggregated 13F filings for Q2 2023.