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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
Vanguard Group
1
Vanguard Group
Pennsylvania
$32.1M +$1.74M +421,704 +5%
BlackRock
2
BlackRock
New York
$24.5M +$6.46M +1,570,474 +28%
Pictet Asset Management
3
Pictet Asset Management
Switzerland
$9.28M +$11.3M +2,744,835 New
Wellington Management Group
4
Wellington Management Group
Massachusetts
$9.21M +$8.57M +2,080,839 +324%
Invesco
5
Invesco
Georgia
$8.17M -$1.51M -365,711 -13%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$7.4M +$2.59M +629,515 +40%
BPC
7
Banque Pictet & Cie
Switzerland
$6.84M -$1.91M -464,900 -19%
State Street
8
State Street
Massachusetts
$6.81M +$1.63M +397,167 +25%
SCM
9
SIR Capital Management
New York
$5.84M +$4.33M +1,052,530 +156%
Goldman Sachs
10
Goldman Sachs
New York
$3.62M -$1.13M -275,282 -20%
Northern Trust
11
Northern Trust
Illinois
$3.02M +$999K +242,756 +37%
Millennium Management
12
Millennium Management
New York
$2.74M +$2.07M +502,353 +164%
VanEck Associates
13
VanEck Associates
New York
$2.51M -$1M -243,820 -25%
Marshall Wace
14
Marshall Wace
United Kingdom
$2.44M +$2.97M +721,574 New
Tudor Investment Corp
15
Tudor Investment Corp
Connecticut
$2.07M +$479K +116,339 +23%
First Trust Advisors
16
First Trust Advisors
Illinois
$1.85M -$217K -52,687 -9%
Susquehanna International Group
17
Susquehanna International Group
Pennsylvania
$1.73M -$1.39M -338,683 -40%
Wells Fargo
18
Wells Fargo
California
$1.6M +$223K +54,283 +13%
Wealth Enhancement Advisory Services
19
Wealth Enhancement Advisory Services
Minnesota
$1.56M +$1.9M +460,811 New
AA
20
ALPS Advisors
Colorado
$1.32M -$80.3K -19,506 -5%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
21
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$1.21M -$2.16M -525,324 -60%
Bank of New York Mellon
22
Bank of New York Mellon
New York
$1.12M +$441K +107,029 +48%
Morgan Stanley
23
Morgan Stanley
New York
$1.03M +$56.5K +13,718 +5%
SLAM
24
Swiss Life Asset Management
$1.01M +$559K +135,797 +83%
Charles Schwab
25
Charles Schwab
California
$977K +$397K +96,355 +50%

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.