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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: 187190 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
MLA
176
MB, Levis & Associates
Pennsylvania
$338
MFT
177
Moisand Fitzgerald Tamayo
Florida
$338 +$412 +100 New
DCBT
178
Dakota Community Bank & Trust
North Dakota
$321
LC
179
Lindbrook Capital
California
$284
CPG
180
Cornerstone Planning Group
New Jersey
$254 +$309 +75 New
PP
181
PFS Partners
New Jersey
$169
KFS
182
Kelly Financial Services
Massachusetts
$152
NECFA
183
New England Capital Financial Advisors
Connecticut
$102
FDCDDQ
184
Federation des caisses Desjardins du Quebec
Quebec, Canada
$98 +$119 +29 New
LSA
185
Leonteq Securities AG
Switzerland
$84
LFG
186
Larson Financial Group
Missouri
$68
NC
187
NewSquare Capital
Pennsylvania
$51
VAG
188
VisionPoint Advisory Group
Texas
$20
CCA
189
Column Capital Advisors
Indiana
$3
IRC
190
Investors Research Corp
Georgia
$3
CIBC Private Wealth Group
191
CIBC Private Wealth Group
Georgia
-$4.97M -1,243,234 Closed
Point72 Asset Management
192
Point72 Asset Management
Connecticut
-$3.02M -756,200 Closed
GCM
193
Ghisallo Capital Management
Massachusetts
-$2M -500,000 Closed
SC
194
Sessa Capital
New York
-$1.89M -472,887 Closed
Walleye Capital
195
Walleye Capital
New York
-$606K -151,468 Closed
VIA
196
Vident Investment Advisory
Georgia
-$442K -110,546 Closed
Adage Capital Partners
197
Adage Capital Partners
Massachusetts
-$400K -100,000 Closed
II
198
Inspire Investing
Idaho
-$310K -77,622 Closed
BAM
199
Blueshift Asset Management
New Jersey
-$293K -73,357 Closed
E
200
Ergoteles
New York
-$289K -72,203 Closed

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.