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190 hedge funds and large institutions have $161M invested in EVgo in 2023 Q3 according to their latest regulatory filings, with 30 funds opening new positions, 61 increasing their positions, 43 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

55% more call options, than puts

Call options by funds: $9.8M | Put options by funds: $6.33M

42% more repeat investments, than reductions

Existing positions increased: 61 | Existing positions reduced: 43

15% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 26

1.76% more ownership

Funds ownership: 44.65% → 46.42% (+1.8%)

2% more funds holding

Funds holding: 187 → 190 (+3)

11% less capital invested

Capital invested by funds: $181M → $161M (-$20M)

Holders
190
Holders Change
+3
Holders Change %
+1.6%
% of All Funds
3.02%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
30
Increased
61
Reduced
43
Closed
26
Calls
$9.8M
Puts
$6.33M
Net Calls
+$3.48M
Net Calls Change
+$3.88M

Top Buyers

Rank Fund Capital Flow
1
Wellington Management Group
Wellington Management Group
Massachusetts
+$8.57M
2
BlackRock
BlackRock
New York
+$6.46M
3
SCM
SIR Capital Management
New York
+$4.33M
4
Marshall Wace
Marshall Wace
United Kingdom
+$2.97M
5
Geode Capital Management
Geode Capital Management
Massachusetts
+$2.59M

Top Sellers

Rank Fund Capital Flow
1
CIBC Private Wealth Group
CIBC Private Wealth Group
Georgia
-$4.97M
2
Point72 Asset Management
Point72 Asset Management
Connecticut
-$3.02M
3
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
-$2.16M
4
GCM
Ghisallo Capital Management
Massachusetts
-$2M
5
BPC
Banque Pictet & Cie
Switzerland
-$1.91M
Name Holding Trade Value Shares
Change 		Change in
Stake
BCM
151
Bourgeon Capital Management
Connecticut
$3.38K -$324K -78,770 -99%
NS
152
NBC Securities
Alabama
$3K +$4.27K +1,037 New
Northwestern Mutual Wealth Management
153
Northwestern Mutual Wealth Management
Wisconsin
$2.67K -$1.85K -450 -36%
IA
154
IFP Advisors
Florida
$2.16K -$3.71K -900 -58%
RG
155
Retirement Group
California
$2.03K – – –
BTI
156
Blue Trust Inc
Georgia
$2K +$2.06K +500 New
PA
157
PSI Advisors
Florida
$1.86K – – –
CFD
158
Creative Financial Designs
Indiana
$1.69K -$9.47K -2,300 -82%
UB
159
UMB Bank
Missouri
$1.69K – – –
SN
160
Sittner & Nelson
Oregon
$1.45K – – –
SWM
161
Sanctuary Wealth Management
Idaho
$1.01K – – –
SSB
162
Sandy Spring Bank
Maryland
$1.01K – – –
Carson Wealth (CWM LLC)
163
Carson Wealth (CWM LLC)
Nebraska
$1K -$3.87K -939 -82%
ADL
164
Asset Dedication LLC
California
$1K – – –
AW
165
Avion Wealth
Texas
$1K – – –
BFEC
166
Benjamin F. Edwards & Company
Missouri
$1K – – –
WAS
167
Winch Advisory Services
Wisconsin
$1K – – –
TFA
168
Toth Financial Advisory
Virginia
$930 – – –
AF
169
Allworth Financial
California
$849 – – –
TAM
170
Tucker Asset Management
Colorado
$845 – – –
GWM
171
Geneos Wealth Management
Colorado
$676 – – –
FP
172
Financial Perspectives
Minnesota
$546 – – –
BCMLT
173
Beacon Capital Management LLC (Tennessee)
Tennessee
$492 – – –
ECM
174
Estabrook Capital Management
New York
$439 – – –
CSPIA
175
Cary Street Partners Investment Advisory
Virginia
$338 – – –
5 6
7
8 9

EVGO Hedge Fund Activity: Q3 2023 in Review

190 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in EVgo (EVGO) for Q3 2023, worth a combined $161M — down 11% from $181M a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new EVGO positions and 26 closed out — a net gain of 4 holders — while 61 added to existing stakes and 43 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $8.57M. The largest seller was CIBC Private Wealth Group, exiting entirely with an estimated $4.97M sold.

  • 190 institutional investors held EVgo (EVGO) as of Q3 2023, up from 187 in Q2 2023.
  • Funds reported $161M of EVgo stock for Q3 2023, down 11% quarter-over-quarter.
  • 30 funds opened new EVgo positions in Q3 2023 and 26 closed out, a net change of +4 holders.
  • The largest EVgo buyer in Q3 2023 was Wellington Management Group, an estimated $8.57M added.
  • The largest EVgo seller in Q3 2023 was CIBC Private Wealth Group, an estimated $4.97M sold.

Based on aggregated 13F filings for Q3 2023.