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149 hedge funds and large institutions have $368M invested in EVgo in 2021 Q4 according to their latest regulatory filings, with 65 funds opening new positions, 34 increasing their positions, 32 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

132% more first-time investments, than exits

New positions opened: 65 | Existing positions closed: 28

59% more capital invested

Capital invested by funds: $232M → $368M (+$136M)

32% more funds holding

Funds holding: 113149 (+36)

12.64% more ownership

Funds ownership: 41.46%54.1% (+13%)

6% more repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 32

18% less call options, than puts

Call options by funds: $31.4M | Put options by funds: $38M

Holders
149
Holders Change
+36
Holders Change %
+31.86%
% of All Funds
2.29%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
65
Increased
34
Reduced
32
Closed
28
Calls
$31.4M
Puts
$38M
Net Calls
-$6.68M
Net Calls Change
-$8.55M
Name Holding Trade Value Shares
Change
Change in
Stake
Allianz Asset Management
1
Allianz Asset Management
Germany
$111M +$92.5M +8,448,882 +300%
PAMS
2
Pictet Asset Management (Switzerland)
Switzerland
$39.7M +$14.2M +1,293,481 +48%
Vanguard Group
3
Vanguard Group
Pennsylvania
$26.4M +$19.1M +1,742,770 +191%
BPC
4
Banque Pictet & Cie
Switzerland
$25.1M +$27.7M +2,527,500 New
Invesco
5
Invesco
Georgia
$23M -$13.3M -1,213,087 -34%
Renaissance Technologies
6
Renaissance Technologies
New York
$16M +$17.5M +1,595,382 +9,320%
Macquarie Group
7
Macquarie Group
Australia
$14.7M +$16.2M +1,483,389 New
BlackRock
8
BlackRock
New York
$14.4M -$3.09M -282,093 -16%
State Street
9
State Street
Massachusetts
$12M +$10.9M +997,700 +468%
Susquehanna International Group
10
Susquehanna International Group
Pennsylvania
$8.14M +$2.16M +197,092 +32%
Wellington Management Group
11
Wellington Management Group
Massachusetts
$6.33M -$824K -75,241 -11%
AA
12
ALPS Advisors
Colorado
$6.17M +$6.79M +620,520 New
Geode Capital Management
13
Geode Capital Management
Massachusetts
$6.11M +$28.6K +2,617 +0.4%
BCM
14
Bourgeon Capital Management
Connecticut
$4.18M -$294K -26,820 -6%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
15
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$4.04M -$1.44M -131,840 -24%
CIBC Private Wealth Group
16
CIBC Private Wealth Group
Georgia
$3.59M -$974K -88,995 -20%
Wells Fargo
17
Wells Fargo
California
$3.17M +$1.12M +102,535 +48%
Marshall Wace
18
Marshall Wace
United Kingdom
$3M +$3.31M +302,346 New
MCP
19
Maso Capital Partners
Hong Kong
$2.98M
Morgan Stanley
20
Morgan Stanley
New York
$2.07M +$1.51M +137,808 +195%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$1.9M +$146K +13,307 +7%
PF
22
Phoenix Financial
Israel
$1.64M -$10.9M -1,000,000 -86%
RJA
23
Raymond James & Associates
Florida
$1.57M +$1.41M +128,441 +427%
TI
24
Tidal Investments
Wisconsin
$1.52M +$43.8K +3,998 +3%
Bank of America
25
Bank of America
North Carolina
$1.33M +$1.31M +119,343 +847%

EVGO Hedge Fund Activity: Q4 2021 in Review

149 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in EVgo (EVGO) for Q4 2021, worth a combined $368M — up 59% from $232M a quarter earlier.

Buyers outnumbered sellers: 65 funds opened new EVGO positions and 28 closed out — a net gain of 37 holders — while 34 added to existing stakes and 32 trimmed.

The largest buyer was Allianz Asset Management, adding an estimated $92.5M. The largest seller was Norges Bank, exiting entirely with an estimated $24.4M sold.

  • 149 institutional investors held EVgo (EVGO) as of Q4 2021, up from 113 in Q3 2021.
  • Funds reported $368M of EVgo stock for Q4 2021, up 59% quarter-over-quarter.
  • 65 funds opened new EVgo positions in Q4 2021 and 28 closed out, a net change of +37 holders.
  • The largest EVgo buyer in Q4 2021 was Allianz Asset Management, an estimated $92.5M added.
  • The largest EVgo seller in Q4 2021 was Norges Bank, an estimated $24.4M sold.

Based on aggregated 13F filings for Q4 2021.