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EVgo
EVGO

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
MWM
201
Meridian Wealth Management
Kentucky
– -$51.9K -15,363 Closed
Cetera Investment Advisers
202
Cetera Investment Advisers
Illinois
– -$48K -14,210 Closed
SG Americas Securities
203
SG Americas Securities
New York
– -$43K -12,581 Closed
OCM
204
Osterweis Capital Management
California
– -$39.3K -11,615 Closed
VDI
205
Vaughan David Investments
Illinois
– -$39K -11,500 Closed
SPC
206
Sigma Planning Corp
Michigan
– -$36.2K -10,700 Closed
Wolverine Trading
207
Wolverine Trading
Illinois
– -$36K -10,654 Closed
Zurich Cantonal Bank
208
Zurich Cantonal Bank
Switzerland
– -$31.9K -9,434 Closed
WIM
209
Westside Investment Management
California
– -$5.07K -1,500 Closed
CFD
210
Creative Financial Designs
Indiana
– -$1.69K -500 Closed
FP
211
Financial Perspectives
Minnesota
– -$546 -162 Closed
CSPIA
212
Cary Street Partners Investment Advisory
Virginia
– -$338 -100 Closed
MFT
213
Moisand Fitzgerald Tamayo
Florida
– -$338 -100 Closed
LSA
214
Leonteq Securities AG
Switzerland
– -$84 -25 Closed
BC
215
Bartlett & Co
Ohio
– +$178 +60 New
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.