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200 hedge funds and large institutions have $160M invested in EVgo in 2022 Q4 according to their latest regulatory filings, with 47 funds opening new positions, 52 increasing their positions, 58 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

62% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 29

9% more funds holding

Funds holding: 184200 (+16)

2.38% more ownership

Funds ownership: 49.73%52.11% (+2.4%)

10% less repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 58

18% less call options, than puts

Call options by funds: $7.44M | Put options by funds: $9.07M

41% less capital invested

Capital invested by funds: $270M → $160M (-$110M)

Holders
200
Holders Change
+16
Holders Change %
+8.7%
% of All Funds
3.21%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
47
Increased
52
Reduced
58
Closed
29
Calls
$7.44M
Puts
$9.07M
Net Calls
-$1.64M
Net Calls Change
-$4.79M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$28.6M +$22.5K +3,476 +0.1%
BlackRock
2
BlackRock
New York
$22.7M +$3.35M +517,997 +11%
Invesco
3
Invesco
Georgia
$12.6M +$5.61M +868,002 +45%
PAMS
4
Pictet Asset Management (Switzerland)
Switzerland
$11.3M +$3.42M +529,661 +26%
State Street
5
State Street
Massachusetts
$10.9M +$3.44M +531,518 +28%
BPC
6
Banque Pictet & Cie
Switzerland
$10.6M +$3.52M +544,000 +30%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$6.12M +$398K +61,564 +5%
VanEck Associates
8
VanEck Associates
New York
$4.63M +$6.36M +984,500 +1,876%
Wellington Management Group
9
Wellington Management Group
Massachusetts
$3.86M -$4.3K -666 -0.1%
Point72 Asset Management
10
Point72 Asset Management
Connecticut
$3.58M -$897K -138,800 -15%
Northern Trust
11
Northern Trust
Illinois
$2.68M +$35.7K +5,530 +0.9%
CIBC Private Wealth Group
12
CIBC Private Wealth Group
Georgia
$2.23M -$1.1M -169,500 -25%
First Trust Advisors
13
First Trust Advisors
Illinois
$2.06M -$884K -136,838 -23%
Balyasny Asset Management
14
Balyasny Asset Management
Illinois
$1.9M +$2.74M +424,356 New
AA
15
ALPS Advisors
Colorado
$1.75M -$391K -60,525 -13%
Morgan Stanley
16
Morgan Stanley
New York
$1.32M +$604K +93,379 +46%
Citadel Advisors
17
Citadel Advisors
Florida
$1.28M -$494K -76,469 -21%
RJFSA
18
Raymond James Financial Services Advisors
Florida
$1.21M -$34.1K -5,282 -2%
GCP
19
GSA Capital Partners
United Kingdom
$1.08M +$1.56M +241,014 New
Bank of New York Mellon
20
Bank of New York Mellon
New York
$1.04M +$35K +5,413 +2%
JP Morgan Chase
21
JP Morgan Chase
New York
$1.03M +$281K +43,481 +23%
SLAM
22
Swiss Life Asset Management
$947K +$1.36M +211,089 New
N
23
Nuveen
North Carolina
$909K -$191K -29,608 -13%
Two Sigma Investments
24
Two Sigma Investments
New York
$899K +$1.3M +201,172 New
Goldman Sachs
25
Goldman Sachs
New York
$880K -$2.92M -451,485 -70%

EVGO Hedge Fund Activity: Q4 2022 in Review

200 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in EVgo (EVGO) for Q4 2022, worth a combined $160M — down 41% from $270M a quarter earlier.

Buyers outnumbered sellers: 47 funds opened new EVGO positions and 29 closed out — a net gain of 18 holders — while 52 added to existing stakes and 58 trimmed.

The largest buyer was VanEck Associates, adding an estimated $6.36M. The largest seller was Macquarie Group, exiting entirely with an estimated $13M sold.

  • 200 institutional investors held EVgo (EVGO) as of Q4 2022, up from 184 in Q3 2022.
  • Funds reported $160M of EVgo stock for Q4 2022, down 41% quarter-over-quarter.
  • 47 funds opened new EVgo positions in Q4 2022 and 29 closed out, a net change of +18 holders.
  • The largest EVgo buyer in Q4 2022 was VanEck Associates, an estimated $6.36M added.
  • The largest EVgo seller in Q4 2022 was Macquarie Group, an estimated $13M sold.

Based on aggregated 13F filings for Q4 2022.