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EVgo
EVGO

Overview Fund Activity

187 hedge funds and large institutions have $160M invested in EVgo in 2023 Q3 according to their latest regulatory filings, with 30 funds opening new positions, 60 increasing their positions, 43 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
187
Holders Change
+3
Holders Change %
+1.63%
% of All Funds
2.98%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
30
Increased
60
Reduced
43
Closed
26
Calls
$9.8M
Puts
$6.33M
Net Calls
+$3.48M
Net Calls Change
+$3.89M

Top Buyers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$9.21M
2
BlackRock
2
BlackRock
New York
$24.5M
3
SCM
3
SIR Capital Management
New York
$5.84M
4
Marshall Wace
4
Marshall Wace
United Kingdom
$2.44M
5
Geode Capital Management
5
Geode Capital Management
Massachusetts
$7.4M

Top Sellers

1
CIBC Private Wealth Group
1
CIBC Private Wealth Group
Georgia
$0
2
Point72 Asset Management
2
Point72 Asset Management
Connecticut
$0
3
GCM
3
Ghisallo Capital Management
Massachusetts
$0
4
SC
4
Sessa Capital
New York
$0
5
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
5
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$1.21M
Name Holding Trade Value Shares
Change 		Shares
Change %
Northwestern Mutual Wealth Management
151
Northwestern Mutual Wealth Management
Wisconsin
$2.67K -$1.52K -450 -36%
IA
152
IFP Advisors
Florida
$2.16K -$3.04K -900 -58%
RG
153
Retirement Group
California
$2.03K – – –
BTI
154
Blue Trust Inc
Georgia
$2K +$2K +500 New
PA
155
PSI Advisors
Florida
$1.86K – – –
CFD
156
Creative Financial Designs
Indiana
$1.69K -$7.77K -2,300 -82%
UB
157
UMB Bank
Missouri
$1.69K – – –
SN
158
Sittner & Nelson
Oregon
$1.45K – – –
SSB
159
Sandy Spring Bank
Maryland
$1.01K – – –
SWM
160
Sanctuary Wealth Management
Idaho
$1.01K – – –
Carson Wealth (CWM LLC)
161
Carson Wealth (CWM LLC)
Nebraska
$1K -$4.7K -939 -82%
ADL
162
Asset Dedication LLC
California
$1K – – –
BFEC
163
Benjamin F. Edwards & Company
Missouri
$1K – – –
AW
164
Avion Wealth
Texas
$1K – – –
WAS
165
Winch Advisory Services
Wisconsin
$1K – – –
TFA
166
Toth Financial Advisory
Virginia
$930 – – –
AF
167
Allworth Financial
California
$849 – – –
TAM
168
Tucker Asset Management
Colorado
$845 – – –
GWM
169
Geneos Wealth Management
Colorado
$676 – – –
FP
170
Financial Perspectives
Minnesota
$546 – – –
BCMLT
171
Beacon Capital Management LLC (Tennessee)
Tennessee
$492 – – –
ECM
172
Estabrook Capital Management
New York
$439 – – –
MLA
173
MB, Levis & Associates
Pennsylvania
$338 – – –
CSPIA
174
Cary Street Partners Investment Advisory
Virginia
$338 – – –
MFT
175
Moisand Fitzgerald Tamayo
Florida
$338 +$338 +100 New
5 6
7
8 9