We are live on ! Find out more

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: 190184 (-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
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$34.6M +$475K +160,227 +2%
BlackRock
2
BlackRock
New York
$26.9M +$729K +246,062 +3%
Wellington Management Group
3
Wellington Management Group
Massachusetts
$13.2M +$2.82M +951,272 +35%
Pictet Asset Management
4
Pictet Asset Management
Switzerland
$12.9M +$2.57M +866,247 +32%
State Street
5
State Street
Massachusetts
$9.63M +$2M +675,639 +34%
BPC
6
Banque Pictet & Cie
Switzerland
$8.61M +$1.13M +380,000 +19%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$8.39M +$456K +154,133 +7%
Invesco
8
Invesco
Georgia
$8.19M -$381K -128,756 -5%
Millennium Management
9
Millennium Management
New York
$5.42M +$2.08M +703,715 +87%
Marshall Wace
10
Marshall Wace
United Kingdom
$3.26M +$559K +188,765 +26%
Morgan Stanley
11
Morgan Stanley
New York
$3.22M +$1.77M +596,237 +197%
Citadel Advisors
12
Citadel Advisors
Florida
$3.11M +$1.9M +641,873 +283%
Northern Trust
13
Northern Trust
Illinois
$2.99M -$172K -58,182 -7%
N
14
Nuveen
North Carolina
$2.08M +$1.05M +352,962 +154%
Goldman Sachs
15
Goldman Sachs
New York
$1.92M -$1.59M -535,366 -50%
First Trust Advisors
16
First Trust Advisors
Illinois
$1.85M -$88.8K -29,971 -5%
SLAM
17
Swiss Life Asset Management
$1.61M +$444K +150,000 +50%
Wells Fargo
18
Wells Fargo
California
$1.51M -$154K -52,008 -11%
IEFM
19
IQ EQ Fund Management
Ireland
$1.31M +$999K +337,169 +1,222%
Bank of New York Mellon
20
Bank of New York Mellon
New York
$1.25M +$58.1K +19,626 +6%
AA
21
ALPS Advisors
Colorado
$1.19M -$177K -59,838 -15%
Jane Street
22
Jane Street
New York
$1.05M +$503K +169,791 +137%
UBS Group
23
UBS Group
Switzerland
$1.04M +$831K +280,675 +2,864%
Charles Schwab
24
Charles Schwab
California
$1.03M
AWS
25
Atria Wealth Solutions
New York
$1.03M +$26.3K +8,879 +3%

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.