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145 hedge funds and large institutions have $397M invested in EVgo in 2022 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 43 increasing their positions, 35 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

23% more repeat investments, than reductions

Existing positions increased: 43 | Existing positions reduced: 35

8% more capital invested

Capital invested by funds: $368M → $397M (+$29.4M)

3% less first-time investments, than exits

New positions opened: 35 | Existing positions closed: 36

3% less funds holding

Funds holding: 149145 (-4)

6.2% less ownership

Funds ownership: 54.1%47.9% (-6.2%)

25% less call options, than puts

Call options by funds: $62.9M | Put options by funds: $84.2M

Holders
145
Holders Change
-4
Holders Change %
-2.68%
% of All Funds
2.29%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
35
Increased
43
Reduced
35
Closed
36
Calls
$62.9M
Puts
$84.2M
Net Calls
-$21.2M
Net Calls Change
-$14.6M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$75.6M +$32.4M +3,228,340 +122%
PAMS
2
Pictet Asset Management (Switzerland)
Switzerland
$46.8M -$3.52M -350,640 -9%
CI Investments Inc
3
CI Investments Inc
Ontario, Canada
$46.4M +$36.2M +3,610,058 New
Allianz Asset Management
4
Allianz Asset Management
Germany
$32.2M -$84.8M -8,448,882 -75%
BPC
5
Banque Pictet & Cie
Switzerland
$31.8M -$547K -54,461 -2%
Invesco
6
Invesco
Georgia
$22.1M -$5.94M -592,272 -26%
BlackRock
7
BlackRock
New York
$13.5M -$3.94M -392,755 -27%
State Street
8
State Street
Massachusetts
$12.4M -$2.44M -243,145 -20%
Susquehanna International Group
9
Susquehanna International Group
Pennsylvania
$11M +$396K +39,456 +5%
First Trust Advisors
10
First Trust Advisors
Illinois
$9.36M +$7.3M +727,860 New
Geode Capital Management
11
Geode Capital Management
Massachusetts
$8.65M +$583K +58,120 +9%
Wellington Management Group
12
Wellington Management Group
Massachusetts
$8.37M +$145K +14,446 +2%
SG Americas Securities
13
SG Americas Securities
New York
$6.63M +$5.17M +515,269 New
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
14
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$6.36M +$881K +87,837 +22%
AA
15
ALPS Advisors
Colorado
$6M -$1.55M -154,048 -25%
Morgan Stanley
16
Morgan Stanley
New York
$5.61M +$2.28M +227,682 +109%
Wells Fargo
17
Wells Fargo
California
$4.26M +$132K +13,121 +4%
BCM
18
Bourgeon Capital Management
Connecticut
$3.96M -$1.14M -113,181 -27%
MCP
19
Maso Capital Partners
Hong Kong
$3.34M -$402K -40,100 -13%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$2.49M +$21.3K +2,121 +1%
Millennium Management
21
Millennium Management
New York
$2.12M +$1.03M +102,933 +167%
USCWA
22
U.S. Capital Wealth Advisors
Texas
$2.1M +$382K +38,025 +30%
TI
23
Tidal Investments
Wisconsin
$2M +$24.5K +2,437 +2%
Capital Fund Management (CFM)
24
Capital Fund Management (CFM)
France
$1.75M +$1.37M +136,324 New
Northern Trust
25
Northern Trust
Illinois
$1.58M -$27.7K -2,759 -2%

EVGO Hedge Fund Activity: Q1 2022 in Review

145 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in EVgo (EVGO) for Q1 2022, worth a combined $397M — up 8% from $368M a quarter earlier.

Sellers outnumbered buyers: 36 funds closed out of EVGO and 35 opened new positions — a net loss of 1 holder — while 35 trimmed existing stakes and 43 added.

The largest buyer was CI Investments Inc, opening a new position worth an estimated $36.2M. The largest seller was Allianz Asset Management, cutting an estimated $84.8M.

  • 145 institutional investors held EVgo (EVGO) as of Q1 2022, down from 149 in Q4 2021.
  • Funds reported $397M of EVgo stock for Q1 2022, up 8% quarter-over-quarter.
  • 35 funds opened new EVgo positions in Q1 2022 and 36 closed out, a net change of -1 holder.
  • The largest EVgo buyer in Q1 2022 was CI Investments Inc, an estimated $36.2M added.
  • The largest EVgo seller in Q1 2022 was Allianz Asset Management, an estimated $84.8M sold.

Based on aggregated 13F filings for Q1 2022.