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EVgo
EVGO

Overview Fund Activity

182 hedge funds and large institutions have $173M invested in EVgo in 2023 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 45 increasing their positions, 53 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
182
Holders Change
-5
Holders Change %
-2.67%
% of All Funds
2.67%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
26
Increased
45
Reduced
53
Closed
30
Calls
$12.5M
Puts
$5.19M
Net Calls
+$7.32M
Net Calls Change
+$3.84M

Top Buyers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$13.2M
2
Pictet Asset Management
2
Pictet Asset Management
Switzerland
$12.9M
3
Millennium Management
3
Millennium Management
New York
$5.42M
4
State Street
4
State Street
Massachusetts
$9.63M
5
Citadel Advisors
5
Citadel Advisors
Florida
$3.11M

Top Sellers

1
SCM
1
SIR Capital Management
New York
$0
2
VanEck Associates
2
VanEck Associates
New York
$3K
3
Tudor Investment Corp
3
Tudor Investment Corp
Connecticut
$0
4
Goldman Sachs
4
Goldman Sachs
New York
$1.92M
5
Wealth Enhancement Advisory Services
5
Wealth Enhancement Advisory Services
Minnesota
$36.3K
Name Holding Trade Value Shares
Change 		Shares
Change %
SSB
151
Sandy Spring Bank
Maryland
$1.07K – – –
SWM
152
Sanctuary Wealth Management
Idaho
$1.07K – – –
BFEC
153
Benjamin F. Edwards & Company
Missouri
$1K – – –
ADL
154
Asset Dedication LLC
California
$1K – – –
Carson Wealth (CWM LLC)
155
Carson Wealth (CWM LLC)
Nebraska
$1K – – –
US Bancorp
156
US Bancorp
Minnesota
$999 -$3.67K -1,026 -79%
WAS
157
Winch Advisory Services
Wisconsin
$995 – – –
TFA
158
Toth Financial Advisory
Virginia
$985 – – –
GI
159
GAMMA Investing
California
$916 +$916 +400 New
AF
160
Allworth Financial
California
$899 – – –
TAM
161
Tucker Asset Management
Colorado
$895 – – –
PS
162
Principal Securities
Iowa
$716 +$716 +200 New
National Bank of Canada
163
National Bank of Canada
Quebec, Canada
$495 -$3.13K -947 -86%
ECM
164
Estabrook Capital Management
New York
$465 – – –
BCMLT
165
Beacon Capital Management LLC (Tennessee)
Tennessee
$416 – – –
MLA
166
MB, Levis & Associates
Pennsylvania
$358 – – –
DCBT
167
Dakota Community Bank & Trust
North Dakota
$340 – – –
LC
168
Lindbrook Capital
California
$301 – – –
VCM
169
Versant Capital Management
Arizona
$301 +$301 +84 New
CPG
170
Cornerstone Planning Group
New Jersey
$269 – – –
PO
171
Private Ocean
California
$218 +$218 +61 New
BCWM
172
Bartlett & Co Wealth Management
Ohio
$217 +$217 +60 New
PP
173
PFS Partners
New Jersey
$179 – – –
KFS
174
Kelly Financial Services
Massachusetts
$161 – – –
RIL
175
Rothschild Investment LLC
Illinois
$143 +$143 +40 New
5 6
7
8 9