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184 hedge funds and large institutions have $174M invested in EVgo in 2023 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 47 increasing their positions, 53 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

141% more call options, than puts

Call options by funds: $12.5M | Put options by funds: $5.19M

8% more capital invested

Capital invested by funds: $161M → $174M (+$13.2M)

0.88% more ownership

Funds ownership: 46.42% → 47.29% (+0.88%)

3% less funds holding

Funds holding: 190 → 184 (-6)

11% less repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 53

16% less first-time investments, than exits

New positions opened: 26 | Existing positions closed: 31

Holders
184
Holders Change
-6
Holders Change %
-3.16%
% of All Funds
2.68%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
26
Increased
47
Reduced
53
Closed
31
Calls
$12.5M
Puts
$5.19M
Net Calls
+$7.32M
Net Calls Change
+$3.84M

Top Buyers

Rank Fund Capital Flow
1
Wellington Management Group
Wellington Management Group
Massachusetts
+$2.82M
2
Pictet Asset Management
Pictet Asset Management
Switzerland
+$2.57M
3
Millennium Management
Millennium Management
New York
+$2.08M
4
State Street
State Street
Massachusetts
+$2M
5
Citadel Advisors
Citadel Advisors
Florida
+$1.9M

Top Sellers

Rank Fund Capital Flow
1
SCM
SIR Capital Management
New York
-$5.84M
2
VanEck Associates
VanEck Associates
New York
-$2.2M
3
Tudor Investment Corp
Tudor Investment Corp
Connecticut
-$2.07M
4
Goldman Sachs
Goldman Sachs
New York
-$1.59M
5
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
-$1.33M
Name Holding Trade Value Shares
Change 		Change in
Stake
SN
151
Sittner & Nelson
Oregon
$1.53K – – –
IA
152
IFP Advisors
Florida
$1.15K -$948 -320 -50%
SWM
153
Sanctuary Wealth Management
Idaho
$1.07K – – –
SSB
154
Sandy Spring Bank
Maryland
$1.07K – – –
ADL
155
Asset Dedication LLC
California
$1K – – –
BFEC
156
Benjamin F. Edwards & Company
Missouri
$1K – – –
Carson Wealth (CWM LLC)
157
Carson Wealth (CWM LLC)
Nebraska
$1K – – –
US Bancorp
158
US Bancorp
Minnesota
$999 -$3.04K -1,026 -79%
WAS
159
Winch Advisory Services
Wisconsin
$995 – – –
TFA
160
Toth Financial Advisory
Virginia
$985 – – –
GI
161
GAMMA Investing
California
$916 +$1.19K +400 New
AF
162
Allworth Financial
California
$899 – – –
TAM
163
Tucker Asset Management
Colorado
$895 – – –
PS
164
Principal Securities
Iowa
$716 +$592 +200 New
National Bank of Canada
165
National Bank of Canada
Quebec, Canada
$495 -$2.81K -947 -86%
ECM
166
Estabrook Capital Management
New York
$465 – – –
BCMLT
167
Beacon Capital Management LLC (Tennessee)
Tennessee
$416 – – –
MLA
168
MB, Levis & Associates
Pennsylvania
$358 – – –
DCBT
169
Dakota Community Bank & Trust
North Dakota
$340 – – –
LC
170
Lindbrook Capital
California
$301 – – –
VCM
171
Versant Capital Management
Arizona
$301 +$249 +84 New
CPG
172
Cornerstone Planning Group
New Jersey
$269 – – –
PO
173
Private Ocean
California
$218 +$181 +61 New
BCWM
174
Bartlett & Co Wealth Management
Ohio
$217 +$178 +60 New
PP
175
PFS Partners
New Jersey
$179 – – –
5 6
7
8 9

EVGO Hedge Fund Activity: Q4 2023 in Review

184 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in EVgo (EVGO) for Q4 2023, worth a combined $174M — up 8.2% from $161M a quarter earlier.

Sellers outnumbered buyers: 31 funds closed out of EVGO and 26 opened new positions — a net loss of 5 holders — while 53 trimmed existing stakes and 47 added.

The largest buyer was Wellington Management Group, adding an estimated $2.82M. The largest seller was SIR Capital Management, exiting entirely with an estimated $5.84M sold.

  • 184 institutional investors held EVgo (EVGO) as of Q4 2023, down from 190 in Q3 2023.
  • Funds reported $174M of EVgo stock for Q4 2023, up 8.2% quarter-over-quarter.
  • 26 funds opened new EVgo positions in Q4 2023 and 31 closed out, a net change of -5 holders.
  • The largest EVgo buyer in Q4 2023 was Wellington Management Group, an estimated $2.82M added.
  • The largest EVgo seller in Q4 2023 was SIR Capital Management, an estimated $5.84M sold.

Based on aggregated 13F filings for Q4 2023.